William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and five years of industry experience. He previously worked at CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also a partner at Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, estate-planning consulting, and educational programs for federal employees, with investment advice tailored to clients' objectives and risk tolerances.

Samuel Eberts is a Series 65-licensed financial advisor at Smith & Wyatt with five years of industry experience. He previously worked at CoreCap Advisors and has been involved with Dugan Brown, where he provides retirement planning and educational services to federal employees. Smith & Wyatt serves individuals—including high-net-worth clients—and corporations, managing approximately $207 million across 724 clients with a team of eight advisors. The firm offers customized financial planning, discretionary portfolio management, and estate-planning consulting, with an emphasis on tailored investment strategies primarily using mutual funds and ETFs.

Nicholas Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith & Wyatt in College Station, TX. His prior roles include positions at Dugan Brown, JMG Financial Group, Ltd., and BankFinancial, N.A. In addition to his advisory work, Smith is a licensed insurance agent selling life and health insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients with a team of eight advisors. The firm provides financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to client objectives primarily through mutual funds and ETFs.

Noura Quntar is a Series 65-licensed financial advisor with Smith & Wyatt, bringing two years of industry experience. She has worked at Smith & Wyatt since 2020 and previously held roles at Regus, Dillards, and Ayla Oasis Development. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients through a team of eight advisors. The firm provides financial planning, discretionary portfolio management, estate-planning consulting, and educational programs tailored to clients’ objectives, primarily using mutual funds and ETFs.

Wade Smith is a financial advisor with Smith & Wyatt in College Station, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at L & W Financial, LLC dba Smith & Wyatt since 2016 and has prior experience with Securities America Advisors and Securities America Inc. Outside of advising, he is an independently licensed insurance agent. Smith & Wyatt is a team of eight advisors managing approximately $207 million for about 724 clients, including individuals and corporations. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to client objectives primarily through mutual funds and ETFs.