Paul Richards is a CFP® professional with 16 years of industry experience. He is currently with Hicks & Associates Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at WealthShield Partners, Ameriprise Financial Services, and Edward Jones. Hicks & Associates Wealth Management serves individual and high net worth clients, including trusts, estates, IRAs, and 401(k) plans, providing discretionary portfolio management and financial planning services. The firm employs a multi-strategy investment process that integrates fundamental and technical analysis, emphasizing technical methods and incorporating various strategies overseen by an Investment Committee.

Carman Hicks II is a CFP® with 27 years of industry experience, currently serving at Hicks & Associates Wealth Management, LLC since 2022. He previously worked at WealthShield Partners, LLC and Ameriprise Financial Services, Inc. Since 2013, he has also engaged in fiduciary activities acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, offering discretionary portfolio management and non-discretionary financial planning. The firm employs a Multi-Strategy Investment Management Process that integrates fundamental and technical analysis with various investment strategies overseen by an Investment Committee.