The Viable Group, Inc.

Mark Groom is a financial advisor at The Viable Group, Inc. with nine years of industry experience and a Series 65 credential. He has worked at M&M Wealth Management LLC dba Lonestar Wealth Management and Lonestar Registered Investment Advisors, LLC, and he also owns an insurance agency, Groom Financial Services. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth, managing portfolios based on client-specific objectives, time horizons, and risk tolerances using a mix of fundamental, technical, and cyclical investment analysis.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Viable Group, Inc. since 2007 and also works with Lonestar Registered Investment Advisors. Outside of his advisory role, he is an insurance agent specializing in fixed annuities, life insurance, and long-term care. The Viable Group, Inc. offers personalized financial planning and discretionary investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm manages portfolios under discretionary authority using client-specific objectives and a combination of fundamental, technical, and cyclical investment analysis methods.

Daniel Wheeler is a financial advisor with The Viable Group, Inc. in Lubbock, TX. He holds a Series 65 designation and has been in the industry since 2024, including prior roles at JRBT and Lonestar Wealth Management. Outside of his advisory work, Daniel is also an insurance agent affiliated with Lonestar Wealth Management. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm manages portfolios using client-specific objectives and a combination of fundamental, technical, and cyclical investment analysis.

Michael Byers is a financial advisor at BG Wealth Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved in multiple related businesses, including ownership roles in insurance sales and management of agents. Byers is also associated with several holding companies and operates within a team of four advisors. BG Wealth Advisory provides financial planning and consulting services primarily to individuals, including high-net-worth clients. The firm refers clients to a single third-party money manager for investment management and delivers written financial plans on a fixed-fee basis while offering public seminars and workshops on investment topics.

Levi Blackmon is a financial advisor at Lonestar Registered Investment Advisors, PLLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Co and NYLIFE Securities LLC. Outside of advisory work, he is also involved in insurance sales through Lonestar Wealth Management. Lonestar Registered Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $250.7 million in client assets. The firm focuses on financial planning and consulting and facilitates investment management through third-party money managers rather than acting as the primary portfolio manager.