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Matthew P

CFP®, Series 66

Houston, TX

Clear Trail Advisors, LLC

Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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Matthew K

CFP®, Series 66

Houston, TX

Clear Trail Advisors, LLC

Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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Jennifer N

Series 66

Houston, TX

Clear Trail Advisors, LLC

Jennifer Norris is a financial advisor with Clear Trail Advisors, LLC in Houston, TX, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Tiras Wealth Management and Joseph L Silva, both affiliated with Ameriprise Financial Services. Clear Trail Advisors serves individuals, trusts, retirement plans, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $803 million in client assets and employs a broad mix of investment instruments, integrating third-party platforms such as Dynasty and Pontera in its service model.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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Randolph P

CFP®, Series 63, Series 65

Houston, TX

Clear Trail Advisors, LLC

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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Skyler S

Series 65

Houston, TX

Clear Trail Advisors, LLC

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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