Vaquero Private Wealth, Ltd.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 23 years before joining Vaquero in 2019. Mr. Gordon is also a licensed insurance agent, holding the license for advisory purposes only. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that blend public and private investments across multiple asset classes.

Daniel Carlton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Goldman Sachs & Company from 2019 to 2022 and has held positions at AXA Advisors, First Command Financial Services, and Expeditors International. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that blend public and private investments using fundamental, cyclical, and technical research.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Purshe Kaplan Sterling Investments, and Syntal Capital Partners. Blair has been with Vaquero Private Wealth since 2019. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.