Quotient Wealth Partners, LLC

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, and Cetera Advisor Networks. Outside of his advisory work, he is a co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients through a team of 26 advisors. The firm employs tailored, broadly diversified portfolios using a range of investment vehicles and integrates tax-aware strategies and operational tools to manage and rebalance client accounts.

James Rich is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management for seven years and held positions at AXA Advisors and the United Postal Service. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including individuals, trusts, estates, corporations, and pension plans. The firm offers tailored financial planning and investment management services using diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Andrew Wagner is a CFP® professional with 11 years of experience in financial planning and wealth management. He has worked at Quotient Wealth Partners, LLC since 2023 and previously held positions at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, consulting, and investment management. The firm manages approximately $3.54 billion for around 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

John Vaclavik is a CFP® with six years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior roles include positions at Oak Harvest Financial Group, Bank of America, and Merrill Lynch. He is also an insurance agent with Oak Harvest Insurance Services, LLC. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for about 1,900 clients. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, utilizing diversified portfolios and a combination of fundamental and cyclical analysis.

Christopher Mohring is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Quotient Wealth Partners, LLC, where he has worked since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management, Cetera Advisor Networks, PTX Securities, LLC, and Highland Capital Funds Distributor, Inc. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion through a team of 26 advisors and offers tailored, broadly diversified portfolios utilizing various investment vehicles and tax-aware strategies.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation. Brown has experience at Genpro Inc and held various roles prior to entering the financial advisory field. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion across 1,900 clients through a team of 26 advisors. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs fundamental and cyclical analysis combined with tax-aware strategies.

Tyler Kumar is a CFP® with six years of industry experience currently with Quotient Wealth Partners, LLC. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he was involved with Liquor Til' 9 for several years. Quotient Wealth Partners, a multi-advisor firm with 26 advisors, provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion and employs diversified investment strategies incorporating ETFs, equities, fixed income, alternatives, and third-party managers.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Before entering the financial industry, he was employed in hospitality and other roles. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including individuals, trusts, estates, corporations, and pension plans. The firm offers customized financial planning and investment management, utilizing diversified portfolios and a variety of investment vehicles while integrating tax-aware strategies and operational tools.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Wilson is based in Dallas, TX. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across 1,900 clients, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by fundamental and cyclical analysis and tax-aware strategies.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Lucas Baker is a Series 65 licensed advisor at Quotient Wealth Partners, LLC with three years of industry experience. He previously worked at Goldman Sachs Personal Financial Management from 2021 to 2023. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients. The firm uses tailored, diversified portfolios combining ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by tax-aware strategies and operational tools to monitor and rebalance held-away accounts.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation. He joined the firm in 2025 after completing his education at Oklahoma State University and previously worked at Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients through a team of 26 advisors. The firm employs tailored, diversified portfolios using various investment vehicles and combines fundamental and cyclical analysis with tax-aware strategies.

Brian Weatherly is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has previously worked at firms including Mercer Allied Company, CETERA Advisor Networks, and Goldman Sachs Personal Financial Management. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across a team of 26 advisors, offering tailored, broadly diversified portfolios with a range of investment vehicles and tax-aware strategies.

Matthew Frost is a CFP® and holds a Series 65 license with five years of industry experience. He is currently an advisor at Quotient Wealth Partners, LLC, having joined the firm in 2024. Prior to that, he worked at Astoria Strategic Wealth and has experience in legal and health sciences roles at Texas Tech University and LexisNexis. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for around 1,900 clients through a team of 26 advisors, employing tailored, diversified portfolios and a combination of fundamental and cyclical analysis in its investment approach.