The Sum

Brady Cox is a CFP® with two years of industry experience, currently serving as an advisor at The Sum. Prior to this, he worked at Baker Hughes and Mercy Ships. He also manages The Sum Prep, LLC, a tax preparation business associated with his firm, preparing tax returns seasonally for select clients. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation and passive investment strategies using index funds and ETFs, complemented by ongoing monitoring, rebalancing, and integrated tax and estate planning.

David Melchor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Throughout his career, David focuses on advocating for his clients and helping them develop robust financial plans to provide peace of mind over time. David's experience spans a range of financial consulting roles, emphasizing building strong relationships with clients and supporting their long-term financial goals. Outside of his professional work, he enjoys outdoor activities and hobbies such as camping, comedy, fishing, football, hiking, and kayaking.

Mckenna Dehn is a financial advisor with The Sum in The Woodlands, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining The Sum, Mckenna worked at Fidelity Investments and has held various roles including educational and family financial support positions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations through discretionary portfolio management and comprehensive financial planning. The firm emphasizes a passive, asset-allocation-driven investment approach grounded in modern portfolio theory, integrating tax, estate, insurance, and cash-flow considerations into client plans.

Jill Chandler is a financial advisor at The Sum with a Series 65 credential and nine years of industry experience. She previously worked at IMA and NSF before joining The Sum. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation grounded in modern portfolio theory, primarily using passive index funds and ETFs, with ongoing monitoring and discretionary rebalancing.

Robert Bard is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with The Sum, a firm where he has served since 2022, following a long tenure at Fidelity Investments from 2000 to 2021. In addition to his advisory role, Bard manages The Sum Prep, LLC, a tax preparation business serving select clients during tax season. The Sum is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm emphasizes an asset-allocation approach based on modern portfolio theory, primarily using passive investments with ongoing monitoring and rebalancing, integrated with tax, estate, insurance, and cash-flow considerations.

Casey Mack is a CFP® with 15 years of industry experience, currently serving as an advisor at The Sum. Prior to joining The Sum, Casey worked at Fidelity Investments in various capacities from 2012 to 2024. Additionally, Casey has served on the Montgomery County MUD 159 board since 2026. The Sum is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and corporations. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, emphasizing passive investment through index funds and ETFs combined with ongoing monitoring and discretionary rebalancing.

Thomas Dunaway III is a CFP® with 16 years of industry experience. He is currently with The Sum, where he has worked since 2025, following several roles at Fidelity Investments and its affiliates from 2009 to 2025. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, using primarily passive index funds and ETFs combined with ongoing monitoring and rebalancing.

Steven Resnick is a financial advisor at The Sum with a Series 65 credential and no prior industry experience. His work history includes roles at AEGIS Hedging Solutions, DXC Technology, Information Services Group, and Alight Solutions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, focusing on passive implementation through index mutual funds and ETFs, ongoing monitoring, and discretionary rebalancing.

Paul Rahn Jr. is a CFP® with 17 years of industry experience, currently serving at The Sum, a firm he has been with since 2018. Prior to this, he worked at Fidelity Brokerage Services from 2009 to 2018. He also manages The Sum Prep, LLC, a tax preparation business, providing tax return services during the tax season. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm offers discretionary portfolio management combined with comprehensive financial planning, using an asset-allocation approach based on modern portfolio theory with a focus on passive investment strategies, ongoing monitoring, and discretionary rebalancing.