Reyes Financial Architecture Inc.

Deborah Spencer is a financial advisor at Reyes Financial Architecture, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Strategic Wealth Advisors from 2014 to 2016 before rejoining Reyes Financial Architecture. Reyes Financial Architecture serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and small businesses, offering discretionary asset management, personalized financial planning, and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often delegates portfolio management to unaffiliated sub-advisers.

Julie Reyes is a financial advisor with Reyes Financial Architecture Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Reyes Financial Architecture since 2009 and has also worked at Emerson Equity LLC since 2019. Reyes is the sole owner and operator of Reyes Financial Architecture Inc., a registered investment advisor firm. Reyes Financial Architecture, Inc. serves individual and high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm provides discretionary asset management, personalized financial planning, and consulting, employing fundamental, technical, and cyclical analysis along with a mix of long- and short-term investment strategies.

David Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Reyes Financial Architecture since 2010. Outside of advising, he is an author of financial-related book chapters. Reyes Financial Architecture serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis to build portfolios and frequently uses unaffiliated sub-advisers, providing discretionary asset management and personalized financial planning.

Erika Lotz is a financial advisor at Reyes Financial Architecture, Inc. in San Diego, CA. She holds a Series 65 designation and has worked in the industry since 2015, with experience at several firms including Mt. Diablo Private Wealth Advisors and Consilium Wealth Management. Reyes Financial Architecture, Inc. serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and small businesses. The firm offers discretionary asset management, personalized financial planning, and consulting, employing a mix of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Wayne Ferbert is a financial advisor at Alpha DNA Investment Management in Columbia, MD, with 14 years of industry experience. He holds a Series 65 designation and has worked at Zega Financial, LLC, and Alpha DNA Investment Management since 2011. Outside of advising, he is co-founder and co-managing director of Buy & Hedge, a software and education business serving online brokerages. Alpha DNA Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, businesses, and other registered investment advisers. The firm employs systematic, quantitative equity and hedged-equity strategies that integrate proprietary machine-learning models with traditional financial fundamentals and offers sub-advisory services and private pooled investment vehicles.