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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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Jessica H

Series 65

Oregon City, OR

Evexia Wealth, LLC

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Private / alternative investments Options & derivatives strategies
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Justin K

Series 63, Series 66

Canby, OR

Evexia Wealth, LLC

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Private / alternative investments Options & derivatives strategies
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Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Private / alternative investments Options & derivatives strategies
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Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Jenna Laws is a CFP® and CFA® with 17 years of industry experience. She currently serves as an advisor at Evexia Wealth, LLC and previously worked at Thrivent Advisor Network and Thrivent Financial for Lutherans. Outside of her advisory role, Laws is vice president and a board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach utilizing ETFs, equities, mutual funds, and fixed-income securities, and offers specialized model portfolios and in-house accounting services.

Private / alternative investments Options & derivatives strategies
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Joel R

Series 65, Series 66

Eau Claire, WI

Evexia Wealth, LLC

Joel Revak is a financial advisor with Evexia Wealth, LLC, holding Series 65 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Thrivent Investment Management, LPL Financial, Royal Credit Union, and INVEST Financial Corp. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using ETFs, individual equities, mutual funds, and fixed-income securities, supported by a team of eight advisors across multiple offices.

Private / alternative investments Options & derivatives strategies
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Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Private / alternative investments Options & derivatives strategies
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Joseph W

CFP®, Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Joseph Watson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. In addition to his advisory work, he holds a position as a fixed insurance agent. Evexia Wealth provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach across a range of securities and offers specialized model portfolios, including green income options, supported by a multi-advisor team with various professional designations.

Private / alternative investments Options & derivatives strategies
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