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Michael S

Series 63, Series 66

New Milford, CT

Fulcrum Wealth Management

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including ALPS Distributors, Farther Finance Advisors, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers, employing both fundamental and technical analysis across a variety of investment vehicles.

Private / alternative investments
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Jason H

Series 63, Series 65

New Braunfels, TX

Fulcrum Wealth Management

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.

Private / alternative investments
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Derek S

Series 63, Series 66

Plano, TX

Fulcrum Wealth Management

Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Private / alternative investments
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Craig L

Series 66

Plano, TX

Fulcrum Wealth Management

Craig Love is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Securities America, FulcrumIO, WFG Advisors, BBVA Compass Investment Solutions, UBS Financial Services, and Merrill. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and sponsors a wrap fee program.

Private / alternative investments
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Debbie F

Series 63, Series 65

Plano, TX

Fulcrum Wealth Management

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Fulcrum Equity Management, Securities America Advisors, WFG Investments, LPL Financial, and MDK Financial Group. Feuer serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and projects for the music school. Fulcrum Equity Management provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm utilizes fundamental and technical analysis along with a range of investment vehicles to build and monitor individualized client strategies and also offers sub-advisory services and sponsorship of a wrap fee program.

Private / alternative investments
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