Conrad Aarseth is a CFP® with 17 years of industry experience and has been with Dynamic Wealth Strategies, LLC since 2013. He holds a Series 66 license and also works as a California insurance agent specializing in fixed, health, accident, annuities, life, and term insurance. Additionally, he is an enrolled agent providing tax preparation services. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management using customized and model-based approaches, along with financial planning, retirement-plan consulting, and affiliated tax services.

Nathan Ankney is a CFA® charterholder with 25 years of experience in the financial services industry. He has worked at several firms, including Dynamic Wealth Strategies, LLC since 2013 and Independent Financial Group, LLC from 2008 to 2013. In addition to his advisory role, he is a licensed California insurance agent and a real estate agent, engaging in these activities alongside his primary work. Dynamic Wealth Strategies serves individuals, trusts, corporations, and retirement plans with services including discretionary asset management, model-based programs, and retirement plan consulting. The firm employs tailored model portfolios and advanced strategies such as factor-based investing and option overlays, and it also sponsors a private pooled fund managed alongside client accounts.

James Boyle is a financial advisor at Dynamic Wealth Strategies, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Dynamic Wealth Strategies since 2013. Outside of his advisory role, Boyle is a licensed California insurance agent and a real estate agent, and he serves as a principal of Rosewind, LLC, a pooled investment vehicle. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management through customized and model-based programs, financial planning, retirement-plan consulting, and tax services via an affiliated professional.