The Clarus Group

Rex Whiteside is a financial advisor with The Clarus Group, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Kingswood Capital Partners. He is also the owner of The Clarus Insurance Group, an insurance firm affiliated with his advisory practice. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a team-based approach, managing approximately $877 million in discretionary assets and offering customized portfolios primarily using ETFs, mutual funds, and other investment vehicles tailored to client objectives.

Ryan Sleeper is a CFP® professional with 15 years of industry experience, currently serving at The Clarus Group. His prior work includes roles at Kingswood Capital Partners and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment models focused on objectives such as capital preservation, income generation, and tax minimization, primarily utilizing ETFs and mutual funds.

Andy Thornton is a financial advisor with The Clarus Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Raymond James Financial Services and Kingswood Capital Partners. Outside of advisory work, he is involved with The Clarus Insurance Group, where he serves as a licensed insurance professional. The Clarus Group offers wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment models and employs a long-term discretionary approach while incorporating more active trading when appropriate.

James Mccarthy is a financial advisor at The Clarus Group in Houston, TX, with 54 years of industry experience. He holds a Series 63 designation and has worked at firms including Kingswood Capital Partners, The Noble Group, and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment models focused on objectives such as capital preservation, income generation, and tax minimization, primarily utilizing ETFs and mutual funds.

Cole Girouard is an advisor at The Clarus Group with a Series 65 credential and four years of industry experience. Prior to joining The Clarus Group in 2022, he worked at Worldwide Express and Lamar University. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs and mutual funds and employs a long-term discretionary approach supplemented by more active trading when appropriate.

Madison Whiteside is a financial advisor at The Clarus Group in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining The Clarus Group in 2023, Madison worked at AlliantGroup from 2020 to 2023 and has a background that includes roles at Vanderbilt University and Kinkaid. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a team-based approach to construct customized portfolios primarily through ETFs and mutual funds, applying a long-term discretionary strategy while adapting to client needs and market conditions.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining The Clarus Group in 2023, he worked for Raymond James Financial Services Advisors Inc. for 11 years. Outside of advisory work, he is involved in cattle ranching and construction through his ownership of Rocking 6 Cattle Company and Rocking 6 Construction LLC. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a team approach to construct customized portfolios focused on objectives such as capital preservation, income generation, and tax minimization, primarily utilizing ETFs, mutual funds, and other securities.

Holly Gage is a financial advisor with The Clarus Group in Houston, TX, holding a Series 65 license and three years of industry experience. She has worked at Clarus Wealth Group since 2021 and previously held roles at HighRadius Corp and Pappas Restaurants Inc. The Clarus Group provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios primarily using ETFs and mutual funds, supported by an outsourced chief investment officer and a long-term discretionary approach, while also engaging in retirement plan advisory and standalone financial planning services.

Gary Pankratz is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Raymond James Financial and Wildcat Lane, LLC. The Clarus Group is a team of nine advisors providing wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios primarily using ETFs and mutual funds, employs a long-term discretionary approach, and also provides financial planning and retirement-plan advisory services.