Worthpointe

Scott O'Brien is a CFP® with 17 years of experience in financial advising. He has been with WorthPointe, LLC since 2013 and previously worked at Constitution Wealth LLC from 2023 to 2025. WorthPointe provides discretionary portfolio management and financial consulting services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios implemented mainly through mutual funds and ETFs.

Christopher Van Slyke is a CFP® professional with 22 years of industry experience, currently serving at WorthPointe. He has worked at WorthPointe since 2013 and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and retirement accounts. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios primarily composed of mutual funds and ETFs, with portfolio management conducted on a discretionary basis and supported by an internal suitability process and Investment Committee.

Douglas Bolles is a financial advisor at WorthPointe with six years of industry experience. He holds a Series 65 designation and previously worked at Southside Bank for 18 years before joining WorthPointe in 2019. WorthPointe offers discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs.

Brooksher Morgan is a CFP® and holds a Series 65 license with 14 years of industry experience. He currently works at WorthPointe, where he has been since 2013, and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm follows an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

John Chapman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at WorthPointe. His prior roles include positions at Constitution Wealth LLC, Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. WorthPointe provides discretionary portfolio management and financial consulting services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

Morgan Smith is a CFP® with 22 years of industry experience, currently serving at WorthPointe. He has worked at Constitution Wealth LLC and Trovena, LLC in addition to his tenure at WorthPointe. WorthPointe provides discretionary portfolio management and financial consulting services primarily for individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and diversified model portfolios.

Anthony Ferreira is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with WorthPointe, LLC since 2013. Ferreira holds Series 63 and Series 65 licenses and is based in Ramona, CA. WorthPointe provides discretionary portfolio management and a range of financial planning and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach uses Modern Portfolio Theory with diversified model portfolios primarily composed of mutual funds and ETFs, supported by an internal suitability process and an Investment Committee.

Richard Wilkinson is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with WorthPointe Wealth Management since 2015. WorthPointe serves individuals, high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management and financial consulting services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs, with portfolio management supported by an internal suitability process and an Investment Committee.

Joshua Young is a CFA® charterholder with six years of industry experience. He is currently with WorthPointe and previously worked at Constitution Wealth LLC, The Republic Capital Management LLC, Cambridge Square Capital LP, and Harvard Management Company. He serves as a director of the Southwest Public Policy Institute, a nonprofit focused on public policy in the American Southwest. WorthPointe provides discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified portfolios primarily through mutual funds and ETFs, with portfolio management conducted on both a discretionary and non-discretionary basis.