Nathan Haberman is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Trajan Wealth, L.L.C. in Edmond, OK. His previous roles include positions at Cetera and Raymond James Financial Services Advisors. Haberman is also licensed as an insurance agent and consults on insurance matters as part of his advisory services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and financial situations.

Terrence Hawkins is a financial advisor at Trajan Wealth, L.L.C. with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Brinker Capital, Halo Investment Services, Halo Securities, Sentinus, and Morningstar Investment Services. In addition to his advisory role, he is involved in insurance sales, working approximately 40 hours per month offering various insurance products. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Michael Wood is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 license and one year of industry experience. Prior to joining Trajan Wealth, he was associated with Florida Financial Advisors DBA Four Corners Financial Advisors. Trajan Wealth serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment advisory services. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ unique circumstances, and integrates private market investments along with coordinated tax, estate, and insurance planning.

Walter Less is a financial advisor at Trajan Wealth, L.L.C. with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Wells Fargo Clearing, and South State Investment Services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, and various entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, with portfolios tailored to clients’ specific financial situations and coordinated with affiliated tax, estate, and insurance professionals.

Stephen Shelvey III is a CFP® professional with 33 years of industry experience, currently practicing at Trajan Wealth, L.L.C. since 2022. His prior roles include positions at Fisher Investments, Mercer Global Advisors, and Prudential Insurance Company of America. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and tailored portfolios that consider clients’ risk tolerances and tax situations.

Jeff Burch is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Trajan Wealth in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2012 to 2023. He is also licensed to sell various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Alexys Serchay is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has worked at Trajan Wealth since 2024, previously serving at Charles Schwab and USAA Group. In addition to his advisory role, he acts as an insurance agent related to his investment business. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in investment policy statements.

Andrew Justice is a financial advisor at Trajan Wealth, L.L.C. with 14 years of industry experience. He previously worked at Morningstar Investment Services, Inc. for nine years before joining Trajan Wealth in 2022. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in insurance sales, working as an insurance agent during trading hours. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Adam Degiorgio is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to clients’ risk tolerances and unique circumstances.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Aguilar also acts as an insurance agent, focusing on fixed index annuities as part of his role at Trajan Wealth. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and selective mutual funds, tailoring portfolios to clients’ risk tolerances, tax situations, and other personal factors.