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Thorne O

Series 66

Santa Maria, CA

X Advisors, LLC

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Wealth management General tax planning
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Robert B

Series 63, Series 65

Santa Maria, CA

X Advisors, LLC

Robert Bull IV is a financial advisor with X Advisors, LLC in Santa Maria, CA. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has held roles at multiple firms including Stratosphere Capital LLC and Aufhauser Securities and serves as chief compliance officer at X Advisors. Outside of advisory work, he is a FINRA arbitrator and provides consulting for several financial and compliance-related entities. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios using a mix of individual securities, ETFs, mutual funds, options, and alternative investments with ongoing monitoring and rebalancing, and provides both discretionary and non-discretionary advisory services.

Wealth management General tax planning
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Alexander K

Series 63, Series 65

Santa Maria, CA

X Advisors, LLC

Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. Koury also owns and manages a consulting firm that provides online media marketing services. X Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s portfolios include a range of securities and use both indexing and active strategies, providing discretionary and non-discretionary management tailored to client goals.

Wealth management General tax planning
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Jesse B

Series 63, Series 65

Denver, CO

X Advisors, LLC

Jesse Bristow is a financial advisor at X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Advisor Group. Outside of his advisory work, he coaches youth baseball through the Slammers Baseball development program. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios using a mix of individual securities, ETFs, mutual funds, and alternative investments, supported by ongoing monitoring and rebalancing.

Wealth management General tax planning
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