Our advisors

Trevor A Hoyt

RICP®, APMA

Financial Advisor

Learn more about Trevor A Hoyt Visit Trevor A Hoyt's website


Our team

Daniel Simpson

Daniel Simpson

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Daniel’s Bio: I’ve been in the financial servicesindustry for more than 20 years now. While serving in the US Marine Corps, Icompleted a BBA in Finance. I then began working for TD Ameritrade at the tradingdesk. It was here that I gained my first experiences in understanding how themarkets work as well as trading stocks, mutual funds, and options. I later joined Actum Wealth Advisors(then Advanced Financial Planning). My

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Alicia Priest

Alicia Priest

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Isabella Mendoza-Perez

Isabella Mendoza-Perez

Client Service Specialist