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Ross Q
Series 65
Mexia, TX
TRADEway
Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.
Peter B
Series 65
Mexia, TX
TRADEway
Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Blair N
Series 65
Mexia, TX
TRADEway
Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Dennis F
Series 63, Series 65
Mexia, TX
TRADEway
Dennis Foster is a financial advisor with TRADEway based in Mexia, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his financial advisory role, he worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm combines fundamental analysis, technical analysis, and market tone in its investment approach and offers a range of educational products and model portfolios designed to engage clients in active financial learning and management.
Caleb P
Series 65
Mexia, TX
TRADEway
Caleb Pritchett is a financial advisor at TRADEway with three years of industry experience. He holds a Series 65 designation and has worked at TRADEway since 2023, with prior roles at Trothe, Inc. and Troth LLC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm employs a proprietary investment approach combining fundamental analysis, technical analysis, and market tone, alongside educational programs designed to help clients conduct their own analyses.
Casin S
Series 65, Series 66
Mexia, TX
TRADEway
Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Jenny T
Series 65
Mexia, TX
TRADEway
Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Noah H
Series 65
Mexia, TX
TRADEway
Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.
Geoffrey N
Series 65
Mexia, TX
TRADEway
Geoffrey Nance is a financial advisor at TRADEway with five years of industry experience. He holds a Series 65 designation and has been associated with NeUventure on Wall Street since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
David H
Series 65
Mexia, TX
TRADEway
David Huber II is a Series 65 licensed advisor at TRADEway with five years of industry experience. He has worked at Designer Technologies Inc. since 2005. Outside of his advisory role, he serves as president of PublicRuckus Inc., focusing on sales and marketing training, and LifeEdge LLC, which provides life coaching services. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm employs a proprietary framework integrating fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
David H
Series 65
Mexia, TX
TRADEway
David Huber Sr. is a financial advisor with TRADEway and holds a Series 65 designation. He has 10 years of industry experience and has worked as an independent contractor since 2009. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm’s investment approach combines fundamental analysis, technical analysis, and market tone with an educational focus, offering diversified and active trading strategies through its AMPT model portfolios.
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