Thryve Wealth Management

Gary Dorfman is a financial advisor with Thryve Wealth Management in Irving, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Strive Asset Management, One Capital Management, and Beacon Pointe Advisors. Thryve Wealth Management provides financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, foundations, endowments, and corporations. The firm uses a Core-and-Satellite investment approach focusing on U.S. markets, tax-efficient management, and includes alternative allocations and digital assets in its strategies.

John Bell is a financial advisor at Thryve Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Strive Asset Management, LLC. Thryve Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, endowments, and corporations. The firm employs a Core-and-Satellite investment framework focused on U.S. markets, systematic rebalancing, and tax-efficient management, with discretionary assets under management of approximately $269 million as of October 2025.

Eric Callahan is a CFP® professional with 13 years of industry experience, currently serving at Thryve Wealth Management. His prior roles include positions at Strive Asset Management, Momentum Independent Network, Hilltop Securities, J.P. Morgan Securities, Fidelity Personal and Workplace Advisors, and Strategic Advisers. Thryve Wealth Management is an SEC-registered investment adviser that offers financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, foundations, endowments, and corporations. The firm utilizes a Core-and-Satellite investment framework emphasizing U.S. markets, systematic rebalancing, and tax-efficient management, and incorporates alternative allocations and digital assets in its portfolios.

Randol Curtis is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He is currently with Thryve Wealth Management, where he has worked since 2025. His prior experience includes roles at Strive Asset Management, One Capital Management, and C Quadrat Asset Management Ltd. Thryve Wealth Management is an SEC-registered adviser serving individuals, high-net-worth clients, foundations, endowments, and corporations. The firm uses a Core-and-Satellite investment approach focused on U.S. markets, systematic rebalancing, and tax-efficient management, with an emphasis on alternative allocations and selective inclusion of digital assets.