Mosley Wealth Management, Inc.

Felton Mosley is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at multiple firms, including AE Wealth Management, LLC, and Precision Capital Management, and has owned Mosley Insurance and Financial Services, Inc. since 1995. In addition to his advisory roles, Mosley teaches a financial planning class at Mt. San Antonio College. Mosley Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation approach to portfolio construction and incorporates tax-efficient strategies and third-party buy/sell signals in its management process.

Ryan Tice is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is active in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation strategy and incorporates financial planning into its advisory services.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with two years of industry experience. Before joining Mosley Wealth Management, he worked at Matts El Rancho and WINSPIRE and held a role at Cal State University - Los Angeles. Outside of advisory work, he is also involved in insurance sales as an agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management offers discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down macroeconomic asset-allocation approach and incorporates financial planning as part of its advisory services.

Samuel Goldberg is a CFP® professional with nine years of industry experience, currently affiliated with Northwestern Mutual Investment Management in Los Angeles, CA. His prior roles include positions at Borough Wealth Management Belpointe Asset Management and Cooper McManus Wealth Management. He may earn commissions from insurance companies for non-investment related insurance products such as life, health, and annuities. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers. The firm functions as a solicitor, screening and referring clients to third-party Sponsors rather than managing client accounts directly.

Travis Hawley is a ChFC® credentialed financial advisor with four years of industry experience, currently serving at Mosley Wealth Management, Inc. in Anaheim, CA. He has worked at Mosley Insurance & Financial Services, Inc. in various roles since 2015 and also holds a position with AE Wealth Management, LLC. Outside of his advisory work, he is actively involved in insurance sales through Mosley Insurance & Financial Services, Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset allocation approach and incorporates third-party signals to guide portfolio construction and rebalancing.

Austin Hsu is a CFP®-designated financial advisor with four years of industry experience, currently serving clients at Mosley Wealth Management, Inc. He has previously worked at Compass Planning Associates, Inc., McAdam LLC, and Austen Morris Associates. Mosley Wealth Management offers discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process utilizing mutual funds, ETFs, fixed income, and individual securities where appropriate.

Samantha Morton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank, NA since 2022. Prior to her financial career, she spent several years in education at various schools including Woodbridge High School and Lakeside Middle School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Andrew Laurin is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed in education at the University of Oregon and in the Palos Verdes school system. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a range of investment strategies through proprietary and third-party platforms and provides additional services such as financial planning, retirement-plan consulting, and lending solutions.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.

Nicholas Rivera is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and 65 licenses with two years of industry experience. His prior roles include positions at First Command Advisory Services and Lincoln Financial Advisors. Mosley Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation approach and offers both discretionary and non-discretionary portfolio management.

Christopher Radford is a financial advisor with Mosley Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has 37 years of industry experience. His prior work includes roles at AE Wealth Management, LLC, Madison Avenue Securities, LLC, and several other firms. Radford also provides financial services consulting through CBR LLC. Mosley Wealth Management offers discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates third-party buy/sell signals to guide portfolio construction and rebalancing.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Mosley Wealth Management in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation process and incorporates financial planning as part of its advisory services.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mosley Wealth Management, he founded Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a macroeconomic asset-allocation approach using mutual funds, ETFs, fixed income, and individual securities with discretionary rebalancing tailored to client objectives.