Advisors at this firm
Landon M
Series 63, Series 65
Southlake, TX
Openair Financial, LLC
Landon Mc Bride is a financial advisor at OpenAir Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including AssetBuilder, Inc., Hedgeserv, and TD AMERITRADE. OpenAir Financial, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental analysis to construct portfolios aligned with client goals and offers public educational seminars and workshops.
Kenneth C
Series 66
Southlake, TX
Openair Financial, LLC
Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, J.P. Morgan Securities, and Fidelity Investments. OpenAir Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes portfolios built on client goals and risk tolerance, employing fundamental analysis and various investment strategies, and also offers public educational seminars and insurance products through an affiliated entity.
Dennis O
Series 65
Midvale, UT
Openair Financial, LLC
Dennis Overstreet is a financial advisor at OpenAir Financial, LLC with 12 years of industry experience and a Series 65 credential. His prior roles include positions at Mercer Global Advisors, Lake Point Advisory Group, AE Wealth Management, Keystone Wealth Advisors, and Secure Retirement Planning. He is also involved in insurance sales through an affiliated entity, OpenAir Advisory, LLC. OpenAir Financial, LLC provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a client-focused investment approach that incorporates fundamental analysis, portfolio rebalancing, and tax-loss harvesting, and it offers educational seminars and insurance products through its affiliated insurance business.
Chris M
Series 63, Series 65
Southlake, TX
Openair Financial, LLC
Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC and Lake Point Wealth Management, LLC. Outside of his advisory role, he is also an insurance agent affiliated with OpenAir Advisory. OpenAir Financial, LLC provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental analysis to construct portfolios tailored to client goals and risk tolerance, and offers public educational seminars along with insurance products through an affiliated entity.
Jonathan L
CFP®, Series 66
Southlake, TX
Openair Financial, LLC
Jonathan Lawton is a CFP® with 19 years of industry experience, currently serving as an advisor at OpenAir Financial, LLC. His prior experience includes roles at GF Investment Services, LLC, and Lake Point Advisory Group. He is also licensed as an insurance agent and dedicates part of his time to selling insurance through an affiliated entity. OpenAir Financial, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategy based on client goals and risk tolerance, offering a range of portfolio management techniques alongside financial planning and public educational seminars.
Jeffery B
Series 65
Southlake, TX
Openair Financial, LLC
Jeffery Butler is a financial advisor at OpenAir Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OpenAir Financial and OpenAir Advisory since 2021. Butler is also the owner and attorney at Butler Law Office, PLLC dba Atrium Legal Group, a legal practice he has maintained since 2014. OpenAir Financial, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental analysis to construct portfolios tailored to client goals and risk tolerance, and it offers public educational seminars and insurance products through an affiliated insurance entity.
Stewart F
CFP®, Series 63, Series 65
Southlake, TX
Openair Financial, LLC
Stewart Fields is a CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience. He is currently with OpenAir Financial, LLC, where he has worked since 2019. Prior to that, he was with Lake Point Wealth Management, LLC from 2015 to 2019. In addition to his advisory role, Fields is an owner and insurance agent at OpenAir Advisory, LLC, where he dedicates time to insurance sales. OpenAir Financial, LLC serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and financial planning. The firm employs fundamental analysis and tailored strategies based on client goals and risk tolerance, and it also offers educational seminars and insurance products through its affiliated insurance entity.