Thomas Moore III is a Series 65 licensed advisor with four years of industry experience. He is currently with RWM Capital, LLC and has previous experience at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, he works as an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage over $220 million in assets.

Paul Roberts III is a financial advisor with RWM Capital, LLC in Sugar Land, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Foundations Investment Advisors, LLC and leads Roberts Wealth Management of MS, LLC as president. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers, employs quantitative algorithms for tactical allocation and rebalancing, and maintains a multi-office structure while managing over $222 million in assets.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including insurance sales at Western & Southern Life since 2022. Prior to her financial services career, Lin worked in education and hospitality. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers while employing quantitative algorithms for portfolio management.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with Roberts Wealth Management. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.

Michael Canonica is a financial advisor with RWM Capital, LLC, holding a Series 65 designation and based in Sugar Land, Texas. He has been affiliated with Roberts Wealth Management and RWM Capital since 2025 and has experience running Canonica Enterprises, Inc. since 2020. Prior to his advisory roles, he spent several years in education at both the high school and junior high school levels. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes model portfolios, sub-advisers, and algorithmic tools to construct tailored asset allocations and offers services across a broad spectrum of planning topics.