Trajan Wealth, L.L.C.

Ruben Angulo is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. He holds a Series 65 registration and has worked at Trajan Wealth since 2018, following roles at Secure Investment Management and JD Mellberg Financial. Outside of his advisory work, Angulo is a licensed insurance agent involved in annuity and insurance sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, tailoring its investment process to client objectives through fundamental, technical, and cyclical analysis.

Justin Junker is a financial advisor at Trajan Wealth, L.L.C. based in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Trajan Wealth, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. He is also involved in insurance sales as a licensed agent. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, tailoring its investment process to client objectives through a combination of fundamental, technical, and cyclical analysis.

Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by multiple analytical methods.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he sells fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in an investment policy statement.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

Adam Cal is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo Advisors. In addition to his advisory work, he also acts as an insurance agent selling fixed indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Andrew Stauff is a financial advisor with Trajan Wealth, L.L.C. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, MSI Financial Services, and MetLife Securities Inc. In addition to his advisory work, he also serves as an insurance agent within Trajan Wealth Insurance Solutions. Trajan Wealth primarily serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Darrin Hansen is a financial advisor at Trajan Wealth, L.L.C. in Las Vegas, NV, holding Series 63, 65, and 66 licenses. He has been with Trajan Wealth since 2025 and previously worked at Bank of America for eight years and Wells Fargo for five years. In addition to his advisory role, he acts as an insurance agent as part of his employment with Trajan. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, tailoring its investment process to client objectives through documented investment policy statements.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with six years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Morgan Stanley. Marinelli is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, tailoring its investment approach to client objectives and using a combination of fundamental, technical, and cyclical analysis.

Jeffrey McClure is a financial advisor at Trajan Wealth, L.L.C. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Vp Distributors Inc and Virtus Investment Partners for 12 years. Outside of finance, he is a co-owner of a detailing and paint protection business operated by his son. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in an investment policy statement.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC and has been a partner at Laduke Enterprises LLP since 2002, where he coordinates subcontractors on home developments. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.

Trevor Stauffer is a financial advisor with Trajan Wealth, L.L.C. in Draper, Utah, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Coign Capital Advisors, Allegis Investment Services, Navigate Private Wealth, and Mutual Securities. Outside of advisory work, he is involved in independent insurance sales. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process based on fundamental, technical, and cyclical analysis.