Carlos Castro is a CFP® with 19 years of industry experience, currently serving at Valtrion Capital Management, LLC in Austin, TX. His prior experience includes roles at Real Talk Capital, LLC, Lincoln Financial Securities, USAA Investment Management, TGW SuperiorCare MTS LLC, and Chase Investment Services Corp. He is also a licensed insurance agent offering group health insurance. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a range of investment approaches including strategic, tactical, and core-satellite methods, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.

Levi Brown is a financial advisor at Valtrion Capital Management, LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Real Talk Capital, LLC and various Surevest entities from 2019 to 2023. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs a range of asset allocation strategies and manages all client assets on a discretionary basis, tailoring allocations to risk tolerance and time horizons.