Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and PNC Wealth Management. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million across about 60 accounts. The firm combines a core passive allocation with tactical active strategies, incorporates tax considerations into portfolio positioning, and delivers customized Investment Policy Statements.

Adam Barringer is a CFP® certificant with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. Prior to joining BXM Wealth, he worked at Schwab Wealth Advisory from 2017 to 2024 and Charles Schwab from 2014 to 2017. BXM Wealth provides ongoing portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm combines a core passive allocation with tactical active adjustments and incorporates tax considerations into its customized Investment Policy Statements.

Brian Frew is a financial advisor with BXM Wealth LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades and spent two years at Ameriprise. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million across about 60 accounts. The firm employs a blend of core passive allocations with tactical active strategies and incorporates tax considerations into its investment approach.

Camaron Barta is a CFP® with 10 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory Inc and Charles Schwab from 2016 to 2024. BXM Wealth LLC provides ongoing portfolio management and integrated financial planning to individual and high-net-worth clients. The firm combines a core passive allocation with tactical active strategies and incorporates tax considerations into investment positioning, managing approximately $231 million across about 60 clients.

Ryan Jercinovic is a CFP® professional with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC. He previously worked at Schwab Wealth Advisory Inc and Charles Schwab, where he spent a combined 19 years. Ryan is involved in managing real estate holdings alongside his wife. BXM Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients, managing approximately $231 million for around 60 clients. The firm combines passive core allocations with tactical active adjustments and includes tax considerations and documented Investment Policy Statements as part of its approach.