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Ward M
Series 63, Series 66
Cypress, TX
Centric Advisors, LLC
Ward Molen is a financial advisor at Centric Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centric Advisors since 2019. In addition to his advisory role, he serves as president of Molen & Associates, LLC, a tax preparation and accounting services business, and has experience as a licensed insurance agent. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management alongside tailored financial planning.
Richard C
CFA®
Cypress, TX
Centric Advisors, LLC
Richard Cull is a CFA® charterholder with 19 years of industry experience. He has worked at Centric Advisors, LLC since 2018 and currently serves as Chief Investment Officer, focusing on research and stock recommendations. He also holds a portfolio manager role at Old Beach Investment Advisors, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical investment analysis and uses both long- and short-term trading strategies, tailoring financial plans to each client’s circumstances.
Zachary M
CFP®, Series 66
Cypress, TX
Centric Advisors, LLC
Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.
Oscar M
CFP®, Series 63, Series 65
Cypress, TX
Centric Advisors, LLC
Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.
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