David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.

Trent Kolden is a financial advisor at Tidecrest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at WestPark Capital and Marriott. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, incorporating both public and private securities, and integrates private placements and alternative investments into client portfolios.

Troy Brown is a CFP® with eight years of industry experience, currently serving as a financial advisor at Tidecrest Wealth Management, LLC. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, he pursues a hobby creating art by drilling painted screws into wooden boards to form figures and shapes. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension plans, charitable organizations, and other entities. The firm employs a comprehensive investment process integrating quantitative, fundamental, technical, and economic analyses, and it actively incorporates private placements and alternative investments into client portfolios.