TruAdvisors

Brandon Booth is a financial advisor at TruAdvisors Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Elevated Capital Advisors, LLC. Outside of advising, he serves on the board of managers for CyberneticEntertainment, LLC, a software publishing company, and owns The Diamond Source, a business supplying and exchanging diamonds and precious gems. TruAdvisors Financial, LLC is a small registered investment adviser managing approximately $100 million for around 164 clients, including individuals, corporations, pension plans, and foundations. The firm offers personalized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis and incorporating derivatives strategies such as options contracts within managed accounts.

Matthew Moll is a financial advisor at TruAdvisors with 18 years of industry experience and holds a Series 66 designation. He has led Moll Wealth Management, LLC since 2014. Outside of advisory work, he is the managing member of Suncoast Developments, LLC, a commercial real estate development firm in Tampa, FL. TruAdvisors Financial, LLC is a small registered investment adviser serving approximately 164 clients, including individuals, corporations, pension plans, and institutions. The firm offers personalized portfolio management and financial planning, utilizing a range of investment strategies including derivatives such as options contracts within separately managed accounts.

Casey Dickinson is a financial advisor at TruAdvisors with a Series 65 credential and one year of industry experience. Prior to joining TruAdvisors, he has worked in digital marketing and education, and he owns a digital marketing company that serves small businesses in the food and e-commerce sectors. He is also a licensed insurance agent, dedicating a portion of his working hours to that activity. TruAdvisors Financial, LLC is a small registered investment adviser managing approximately $100 million for around 164 clients, including individuals, corporations, pension plans, and institutions. The firm offers personalized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis and employing derivatives strategies such as options contracts within separately managed accounts.