Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.

George Fields is a ChFC® credentialed financial advisor with 46 years of experience in the industry. He is currently with LexAurum Advisors and has held prior roles at Securities America Advisors, Summit Financial Group, and Capital Resource Group, where he serves as president. Fields is also active as a board member and vice president of a local business condominium owners association. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, as well as sub-advisory services to other firms. The firm employs a multi-advisor team approach and emphasizes diversified portfolios based on modern portfolio theory and economic-cycle analysis.