Expand Financial Group, LLC

Joel Bennett is a financial advisor at Expand Financial Group, LLC, holding a Series 65 designation with four years of industry experience. Before joining Expand Financial Group in 2020, he worked in education and healthcare roles, including positions at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, and standalone financial planning, using a combination of fundamental, technical, quantitative, and sector analysis in its investment process.

Brandon Berg is a financial advisor with Expand Financial Group, LLC in Eugene, OR. He holds a Series 65 designation and has three years of industry experience. Prior to joining Expand Financial Group in 2022, he was involved with Cove Church and Rhapsody Church for several years. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for about 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, and standalone financial planning, using a variety of investment strategies including fundamental, technical, quantitative, and sector analysis.

Michael Gammill is a financial advisor with Expand Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Expand Financial Group since 2018 and previously spent five years at Auxano and one year at Thrivent Financial. Outside of his advisory role, he serves as Lead Navigator for Auxano Consulting, providing consulting services to churches and their leadership teams. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for about 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management combined with financial planning, and advice on held-away assets, using a range of investment strategies and serving both individual and institutional clients.

Brian Burman is a Series 65-licensed financial advisor with six years of industry experience, currently with Expand Financial Group, LLC since 2019. His prior roles include leadership coaching and strategic planning services through Excel Leadership Coaching and Excel Leadership Network, as well as work with GateWay Church. He is the owner and executive director of Strategic Leaders Group, LLC, providing leadership development and coaching, and is also an author. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for nearly 289 clients. The firm offers discretionary and non-discretionary asset management, combining portfolio management with financial planning and consulting, and serves a diverse client base including institutional relationships.

Jay Bennett is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company. Outside of his advisory role, Bennett is employed as a high school teacher at Maury County Public Schools. Expand Financial Group is a team-based SEC-registered advisory firm managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management and combines investment management with financial planning through its Comprehensive Portfolio Management service.

David Bennett is a financial advisor at Expand Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company and operated his own firm, David Bennett, Inc. Outside of investment advisory work, he is president of Expand Ministry, LLC and serves as a fundraising consultant for community churches, including the Community Church at Lakeridge and the Excel Leadership Network board. Expand Financial Group is a team-based SEC-registered advisory firm serving approximately 289 clients with discretionary and non-discretionary asset management, as well as financial planning and consulting services. The firm employs a portfolio approach utilizing stocks, bonds, mutual funds, ETFs, and alternative investments, incorporating fundamental, technical, quantitative, and sector analysis.