Brady Bishop is a financial advisor at Waits Investments, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the San Diego Futures Foundation for 15 years. Waits Investments primarily serves individual investors, trusts, estates, and charitable organizations, offering personalized financial planning, hourly consulting, and ongoing portfolio management. The firm employs a long-term, asset-allocation focused investment approach that combines low-cost index funds and ETFs with selective active management.

Barry Waits is a financial advisor at Waits Investments, LLC in Carlsbad, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has led Waits Investments since its founding in 2012. Outside of his advisory work, he manages a rental property in Maui through a property manager. Waits Investments primarily serves individual investors, trusts, estates, and charitable organizations with personalized financial planning, hourly consulting, and portfolio management. The firm employs a long-term, asset-allocation focused investment approach using a blend of low-cost index funds, ETFs, and selective active management, operating on a fee-only basis without commissions or third-party payments.