Expand Financial Group, LLC

Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.

Brandon Berg is a Series 65 credentialed advisor with Expand Financial Group, LLC, where he has worked for four years. He has also been involved with Cove Church since 2019 and previously worked with Rhapsody Church from 2010 to 2018. Expand Financial Group provides asset management, comprehensive portfolio management, and standalone financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches and manages portfolios using stocks, bonds, ETFs, mutual funds, and alternative investments, maintaining relationships with various institutional counterparties.

Michael Gammill is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with Auxano Consulting since 2012, providing consulting services to churches and their leadership teams. Prior to joining Expand Financial Group in 2018, he spent one year at Thrivent Financial for Lutherans. Expand Financial Group offers asset management, portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical methods and manages portfolios using individual securities, ETFs, mutual funds, and alternative investments.

Brian Burman is a financial advisor at Expand Financial Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Strategic Leaders Group, LLC, Excel Leadership Network, and Excel Leadership Coaching, LLC. Outside of financial advising, he is the author of a book and provides leadership development and coaching services through Strategic Leaders Group, LLC. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses fundamental, technical, quantitative, and qualitative analysis to build and manage portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.

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. Outside of his advisory role, Bennett is a high school teacher employed by Maury County Public Schools. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.