Dallan Maas is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with ATX Financial Planning, LLC and previously worked at U.S. Capital Wealth Advisors, LLC, Commonwealth Financial Network, and Austin Financial Partners. Maas is also involved in family farming through Maas Farming Corporation and operates a related sole proprietorship that manages agricultural leasing and marketing. ATX Financial Planning provides discretionary investment management and financial planning to individuals and high-net-worth clients, including ERISA plan services as fiduciary. The firm’s investment approach integrates fundamental and technical analysis and utilizes a range of strategies including structured-outcome ETFs, commodities, and selective use of leveraged and inverse funds for qualified clients.

Raymond Massey is a financial advisor at ATX Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has a background that includes roles at Legacy One Financial Advisors and Commonwealth Financial Network. Massey is also an attorney with his own law practice focused primarily on estate planning and is involved in coaching attorneys through his Legalorian LLC ventures. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and retirement-plan advisory services, managing approximately $140 million across 150 client relationships. The firm employs a mix of long- and short-term investment strategies, including equities, structured-outcome ETFs, commodities, and cryptocurrency-tracking ETFs, and offers proprietary leveraged strategies with performance-based fees for qualified clients.