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Mexia, TX Office

Team
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TRADEway logo

TRADEway

Team

Firm-wide stats for TRADEway

Total advisors

12

Across 2 offices

Clients per advisor

51 Typical

Avg AUM per client

$146,037 Very Low

HNW client ratio

2% Very Low

About

TRADEway serves individual clients through a mix of financial education, coaching, subscription tools, and discretionary portfolio management. Its offering includes live and virtual events, on-demand courses, weekly webinars and community mentoring, daily market alerts, a subscription-based Charts platform that interfaces with custodial trading platforms, and three AMPT model portfolios (AMPT-AIM, AMPT-UP and AMPT-SEED).

The firm’s investment approach is centered on a proprietary “3-legged table” methodology—fundamental analysis, technical analysis and market tone—combined with an educational emphasis that aims to teach clients to perform their own analysis while providing coaching and mentorship. Its AMPT programs span diversified, long-term models and an aggressive short-term AMPT UP strategy that may use index instruments, ETFs, options and active trading techniques.

Noteworthy distinctions include the firm’s use of recurring subscription fees for educational products and its Charts service, and the regular distribution of market communications and alerts, features that the brochure identifies as uncommon among multi-team peers. The brochure also discloses that the firm offers access to private equity in affiliated ventures to qualified investors and maintains marketing arrangements with recommended brokerages, which it identifies as potential conflicts of interest.

Based on TRADEway

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Based on TRADEway

Occupation focus

Founder/Business Owner Self-Employed

Based on TRADEway

Demographic focus

Values-based investing Mid-Career Professionals

Based on TRADEway

Location

Mexia TX

Advisors at this office

11

Advisors at this office

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Ross Q

Series 65

Mexia, TX

TRADEway

Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Peter B

Series 65

Mexia, TX

TRADEway

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Blair N

Series 65

Mexia, TX

TRADEway

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Dennis F

Series 63, Series 65

Mexia, TX

TRADEway

Dennis Foster is a financial advisor with TRADEway based in Mexia, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his financial advisory role, he worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm combines fundamental analysis, technical analysis, and market tone in its investment approach and offers a range of educational products and model portfolios designed to engage clients in active financial learning and management.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Caleb P

Series 65

Mexia, TX

TRADEway

Caleb Pritchett is a financial advisor at TRADEway with three years of industry experience. He holds a Series 65 designation and has worked at TRADEway since 2023, with prior roles at Trothe, Inc. and Troth LLC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm employs a proprietary investment approach combining fundamental analysis, technical analysis, and market tone, alongside educational programs designed to help clients conduct their own analyses.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Casin S

Series 65, Series 66

Mexia, TX

TRADEway

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Jenny T

Series 65

Mexia, TX

TRADEway

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Noah H

Series 65

Mexia, TX

TRADEway

Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Geoffrey N

Series 65

Mexia, TX

TRADEway

Geoffrey Nance is a financial advisor at TRADEway with five years of industry experience. He holds a Series 65 designation and has been associated with NeUventure on Wall Street since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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David H

Series 65

Mexia, TX

TRADEway

David Huber II is a Series 65 licensed advisor at TRADEway with five years of industry experience. He has worked at Designer Technologies Inc. since 2005. Outside of his advisory role, he serves as president of PublicRuckus Inc., focusing on sales and marketing training, and LifeEdge LLC, which provides life coaching services. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm employs a proprietary framework integrating fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

David H

Series 65

Mexia, TX

TRADEway

David Huber Sr. is a financial advisor with TRADEway and holds a Series 65 designation. He has 10 years of industry experience and has worked as an independent contractor since 2009. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm’s investment approach combines fundamental analysis, technical analysis, and market tone with an educational focus, offering diversified and active trading strategies through its AMPT model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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