Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Robert Poynor III is a financial advisor at Castleview Partners, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has experience working at Reino Capital, Mercer Advisors, Compass Retirement, and Cain Financial Solutions. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, utilizing a mix of internally managed models, third-party money managers, and direct holdings. The firm’s aiAlpha platform supports model-based trading and operational support, distinguishing it through its role as a platform and model marketplace for other registered investment advisers.