John Levee is a financial advisor with RIA Wealth Advisors, LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Arkadios Capital, RIA Advisors, and DFPG Investments, among others. In addition to his advisory work, he is an author of books on financial topics. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a strategic asset allocation approach, focusing on passive index funds and ETFs with selective active funds, global diversification, and generally low turnover.

Derek Levee is a financial advisor with RIA Wealth Advisors, LLC in Durango, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at DFPG Investments LLC, RIA Advisors, and First Allied Advisory Services, among others. He is also involved with Advanced Wealth Strategies, operating under Levee Unlimited, Inc. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm focuses on strategic asset allocation, using passive index funds and ETFs as core holdings complemented by selectively added active funds and global diversification.

Christopher Larochelle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RIA Wealth Advisors, LLC in Round Rock, TX. His prior experience includes roles at Arkadios Capital, DFPG Investments, Inc., and First Allied Advisory Services, INC. In addition to his advisory work, he operates Advanced Wealth Strategies Group, focusing on client financial planning and securities sales. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a core of passive index funds and ETFs, complemented by selective active management and global diversification.