Probity Advisors, Inc.

Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been involved with Probity Advisors since 2002. Outside of his advisory role, he is vice president and owner of a technology services company that supports Probity Advisors. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, and ETF-based tactical allocation, using fundamental, technical, quantitative, and cyclical analysis tailored to client objectives and risk tolerances.

Marshall Ozanne is a CFP® with 23 years of industry experience, currently serving as an advisor at Probity Advisors, Inc. in Dallas, TX. He previously spent 18 years at Woodbury Financial and has additional experience with WSA Affiliates, LLC and Private Client Services. Outside of his advisory role, he is president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting services to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, tactical ETF allocation, and quantitative rebalancing tailored to clients’ objectives and risk tolerances, with ongoing account reviews and client education.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Christopher Sorrow is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He is a vice president and control person at Probity Advisors, Inc., where he has worked since 2002, and he is also president and 50% owner of FA Holdings, Inc., a technology services company supporting his firm. Additionally, he serves as secretary of WSA Affiliates, LLC, an affiliated registered investment advisor. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, plans, charitable organizations, and corporations. The firm integrates active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, employing a combination of fundamental, technical, quantitative, and cyclical analysis tailored to clients’ objectives and risk profiles.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Marcus Magers is a CFP® with 25 years of industry experience and is affiliated with Probity Advisors, Inc. in Dallas, TX, where he has worked since 2012. He previously worked at Forest Securities, Inc. from 2015 to 2017. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that includes active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing tailored to client objectives and risk tolerances.

David Rea Jr. is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation. He has one year of industry experience, with prior roles at GuideStone Financial Resources and KPMG, LLC. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mixed active and quantitative investment approach tailored to clients’ objectives and offers regular client communications and participant education as part of its retirement services.