Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for 13 years. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and does not charge separately for financial planning.

Adam Barringer is a CFP® with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory for seven years and Charles Schwab for three years. BXM Wealth LLC offers portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach that combines passive cores with active, tactical overlays. The firm emphasizes documented client objectives, utilizes various analysis techniques, and incorporates options strategies and tax-loss harvesting as part of its advisory services.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for over two decades. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and employs various strategies including options and tax-loss harvesting.

Camaron Barta is a CFP® professional with nine years of industry experience, currently serving as an advisor at BXM Wealth LLC. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab from 2016 to 2024. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients. The firm employs a blended investment approach combining passive core strategies with active tactical overlays and uses options strategies, tax-loss harvesting, and both discretionary and non-discretionary management.

Ryan Jercinovic is a CFP® with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2026. He spent 13 years at Schwab Wealth Advisory Inc and 19 years at Charles Schwab. Outside of his advisory role, he is actively involved in managing rental properties owned through Jercinovic Holdings LLC. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach with passive cores and active tactical overlays. The firm emphasizes customized written Investment Policy Statements and offers both discretionary and non-discretionary management, with a client base characterized by relatively large average account sizes.