Ryan Huey is a CFP® professional with 24 years of industry experience. He has worked at Perryman Securities, Inc. since 2002 and co-founded RoseRock Wealth Management, LLC in 2017, where he remains an advisor. The firm serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing wealth and investment management, financial planning, and retirement-plan advisory services. RoseRock employs a long-term investment approach based on modern portfolio theory, using proprietary model portfolios built primarily from no-load institutional funds and ETFs, and is notable for permitting margin use within managed accounts.

Franklin Matute is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with RoseRock Wealth Management, LLC since 2018 and previously worked at Lee Financial Company, LLC from 2016 to 2018. Matute serves as a board member of the Dallas/Fort Worth Financial Planning Association, focusing on government relations advocacy. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations, employing a primarily long-term investment approach grounded in modern portfolio theory.