Prota Financial

Qingkun Xu is a financial advisor at Prota Financial with seven years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Prota Financial in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. Xu is also the owner of Promethean Design & Marketing, a non-investment related advertising and graphic design business. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages regulatory assets of approximately $270 million.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

Andrew Edwards is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 65 designation and has a background that includes service in the United States Air Force and roles at Lockheed Martin. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages $270 million in assets and employs model-based portfolio management, including Sharia-compliant options, combining fundamental analysis with Modern Portfolio Theory.

Mark Anthony Jiro is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. He previously worked at Management Solutions, Wood, Parsons Corporation, and completed a job search period before joining Prota Financial. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets through a team of 13 advisors.

Adam Patten is a financial advisor at Prota Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Prior to his financial career, he served 14 years in the US Army. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Andrew Taylor is a financial advisor at Prota Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at Ramsey Solutions and the Gerson Lehrman Group. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management with options including ETF, equity, and Sharia-compliant portfolios, and conducts portfolio rebalancing generally on a quarterly basis.

Lindsey Elliff is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with four years of industry experience. She has worked at Prota Financial since 2021 and previously held roles at Job Search, Practice Solutions, UpWeb, and Advanced Footcare. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets under management.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

Taylor Wickman is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 license with two years of industry experience. He has been with Prota Financial since 2023 and is also involved in a family business, JAG Aviation, where he manages accounts receivable. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and conducts portfolio rebalancing with a centralized trading team.

Katherine Morrison is a financial advisor with Prota Financial in Houston, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Prota Financial in 2022, she worked in education roles including positions at St. Theresa Catholic School and Spring Branch ISD. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in regulatory assets.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

Fernando Diaz is a financial advisor at Prota Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Advisors Inc. and JPMorgan Securities LLC. Diaz has been with Prota Financial since 2017. Prota Financial offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and uses a centralized trading team with a focus on fundamental analysis and Modern Portfolio Theory.

Mark Radulovich is a Series 66-licensed advisor at Prota Financial with 12 years of industry experience. He has worked at Prota Financial since 2016 and previously held positions at Bank of America and Merrill. Radulovich is also a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.