Astra Wealth Management Group

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, with 49 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Tychee Wealth Partners and REH Holland LLC, operating companies related to his advisory work. Astra Wealth Management is an SEC-registered firm managing about $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC, an investment-related business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach utilizing fundamental, technical, cyclical, and charting analysis to construct diversified portfolios across various asset types and offers both discretionary and non-discretionary account services.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He owns and operates Zurlis Wealth Management, LLC, a separate investment-related business. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to build portfolios using mutual funds, ETFs, individual securities, options, and structured products tailored to client goals and risk tolerances.

Brandon Anderson is a CFP® with six years of industry experience, currently with Astra Wealth Management Group in Plano, TX. His prior experience includes roles at LPL Enterprise, Pruco Securities, LLC, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios constructed with various securities and offers a subscription-based consulting service.

Bradley Vineyard is a CFP® with 25 years of industry experience, currently serving as an advisor at Astra Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory work, he is the managing member of T Times Three, LLC, a non-investment related business. Astra Wealth Management is an SEC-registered firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a combination of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Filardi is involved as a partner in Astra Wealth Management Group and owns companies operating as registered investment advisors. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and incorporates options and derivatives in separately managed accounts.

Gregory Coleman is a financial advisor at Astra Wealth Management Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Astra, he worked at Merrill for 10 years and UBS Financial Services for 8 years. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages $1.568 billion in assets and employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, options, structured products, and certain alternatives.

Candy Hawkins is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 29 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and its affiliated entities spanning from 2009 to 2023. Outside of her advisory work, she serves as director and owner of Page’s House, a nonprofit focused on educating teen mothers in basic living skills. Astra Wealth Management is an SEC-registered advisory firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis, offering a range of services including comprehensive wealth management and a subscription-based advisor-on-call program.

Roddy Warren is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Astra Wealth Management Group, having previously been with Avior Wealth Management and Stowe Financial Planning. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals, utilizing a range of investment vehicles including options and structured products.

Charles Evans is a financial advisor at Astra Wealth Management Group in Plano, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with Evans Wealth LLC, an investment-related business he owns and operates. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion using a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals and risk tolerances.

John Darden is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is an independent insurance agent providing fixed insurance advice based on client needs. Astra Wealth Management is an SEC-registered advisory firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis, utilizing a variety of investment vehicles including options and structured products.

Gail Carrion is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.