Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.

William Stone is a CFP® professional with 22 years of experience in financial advising. He has worked at Stone Asset Management, Inc. for 19 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and engages in sub-advisory roles, while also actively managing pooled and private funds.