Trinity Portfolio Advisors, LLC

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Morgan Webb is a Certified Financial Planner® with 18 years of industry experience. He is a member of Trinity Portfolio Advisors, LLC, where he has worked since 2016. Prior to joining Trinity, he provided tax preparation and business consulting services through Estrada Webb and Associates and held roles at CFO4 Life and Ausdal Financial Partners. Webb is also a licensed insurance agent offering life, health, and disability insurance solutions. Trinity Portfolio Advisors is a team of eight advisors serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm combines financial planning and investment management with a focus on downside-risk assessment and probability-based decision making, utilizing a variety of analytical methods and technology-driven platforms.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Chase Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Trinity Portfolio Advisors in 2025, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Charles Schwab Co., Inc. among other positions. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a combination of fundamental, technical, cyclical, and charting analyses along with proprietary model portfolios.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Trinity Portfolio Advisors and Estrada Webb And Associates since 2016, and previously worked at Ausdal Financial Partners, Inc. and CFO4Life. Outside of advisory work, he is a licensed insurance agent offering life, health, and disability insurance products, provides tax preparation and business consulting services, and coaches youth football in the Grapevine Faith Football League. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses a risk-focused, probability-based investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and combines traditional advisory services with technology-driven portfolio solutions and occasional educational events.