Dallas, TX N. Central Expressway Office

Marshall Ozanne is a CFP® and Series 66-licensed advisor with 23 years of experience, currently with Probity Advisors, Inc. in Dallas, TX. His prior roles include over 18 years at Woodbury Financial and more recent positions with WSA Affiliates, LLC and Private Client Services. He also serves as president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting 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 charitable organizations and corporations. The firm employs a combination of active stock selection, fixed-income management, and ETF-based tactical allocation supported by fundamental, technical, quantitative, and cyclical analysis.

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 vice president and a control person at Probity Advisors, Inc., where he has worked since 2002. He is also president and owner of FA Holdings, Inc., a technology services company providing data analytics and integration services to Probity Advisors. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach that integrates active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing, using multiple analysis techniques and options strategies 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® professional with 25 years of industry experience. He has been with Probity Advisors, Inc. since 2012 and previously worked at Forest Securities, Strategic Wealth Planning, VOYA Financial Advisors, and Eagle Strategies. Based in Dallas, TX, he holds Series 63 and Series 65 licenses. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of active stock selection, fixed-income management, and ETF-based tactical allocation, supported by fundamental, technical, quantitative, and cyclical analysis.

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.