Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.