Gerald Materne is a CFP® professional with 14 years of experience, currently serving at Ideology Wealth Advisors, LLC since 2021. He previously operated Materne Wealth Strategies, LLC, which is a non-investment business focusing on life insurance, disability insurance, and annuities, where he is a licensed insurance agent in four states. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis and offers a range of strategies including ETFs, options, private placements, and alternative investments.

Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.

Nicholas Moore is a CFP® credentialed advisor with five years of industry experience, currently serving at Ideology Wealth Advisors, LLC in Dallas, TX. His background includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, along with experience in the hospitality sector at Legends Hospitality and Ritz-Carlton Hotel Company. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis, utilizing a range of strategies including ETFs, options, and private placements.