Uptick Partners, LLC

Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Jared Davis is a financial advisor at Uptick Partners, LLC in Cullman, Alabama, holding a Series 65 designation with one year of industry experience. Prior to joining Uptick Partners in 2025, he worked at LINC Research Inc. for ten years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach influenced by Modern Portfolio Theory and combines multiple analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

Kyle Hogan is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Uptick Partners, LLC and previously held roles at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory work, Kyle serves as Vice President of the Urban Core KC Chapter of Business Network International. Uptick Partners provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analysis methods and offers services including investment management, financial and tax planning, retirement plan consulting, and business exit consulting.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.

Scott Wykoff is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Edward Jones and Anderson Power Services. Outside of advisory work, he is involved with Power Solutions Unlimited. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, tax planning, and consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, incorporates multiple analytical methods, and offers access to diverse investment options through third-party managers and tools.

Jonathan Dvorak is a CFP® with 16 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 14 years before joining Uptick Partners and Dvorak Financial Planning in 2024. Outside of financial advising, he is a partner member of an LLC that owns a rental house in Athens, Alabama. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers investment management, financial and tax planning, and consulting services, managing portfolios using an asset-allocation approach based on Modern Portfolio Theory and multiple analytical methods.

Paul Meredith is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX. He holds a Series 65 designation and has 12 years of prior experience at Williams / Sequent Energy Management. Meredith joined Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, retirement plan consulting, and business exit consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, supplementing it with various analytical methods and employing third-party models and risk assessment tools.

Matthew Fitzgerald is a CFP® with 10 years of industry experience, currently serving as an advisor at Uptick Partners, LLC since 2025. He previously worked at Edward Jones from 2016 to 2025. Outside of advising, he owns and manages RetiretoSedona.com, an online publication focused on relocation resources for his local community. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach supported by various analytical methods and offers comprehensive services including investment management, tax planning, and retirement plan consulting.

Mitchell Smith is a CFP® with eight years of industry experience. He is currently with Uptick Partners, LLC, where he has worked since 2025, following an eleven-year tenure at Buttonwood Financial Group, LLC. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation investment approach supported by fundamental, technical, and behavioral analysis, and manages portfolios using a variety of custody arrangements and third-party solutions.

Connor Visser is a financial advisor at Uptick Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach based on a derivative of Modern Portfolio Theory and integrates tax planning through its affiliation with Holistic Tax Solutions, LLC.

Steven Barber is a CFP® with 33 years of experience in the financial services industry. He joined Uptick Partners, LLC in 2023 after a 31-year tenure at Edward Jones. Outside of advisory work, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and serves as a board member for the Nacogdoches Economic Development Corporation. He is also a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, incorporating investment management, financial and tax planning, and consulting services. The firm employs a diversified asset-allocation approach supported by various analytical methods and offers access to third-party model marketplaces and alternative investments.

Zulma Petty is a CFP® with nine years of industry experience, currently serving at Uptick Partners, LLC. Her prior experience includes ten years at Edward Jones and positions in higher education institutions. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses, offers tax planning through an affiliated provider, and manages approximately $1.06 billion in assets across more than 1,100 clients.

Jason Barber is a CFP® with 15 years of industry experience, currently serving as an advisor at Uptick Partners, LLC since 2023. He previously worked at Edward Jones for 12 years. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax preparation firm. Jason is also a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation investment approach based on a derivative of Modern Portfolio Theory and integrates tax planning and consulting services, including retirement plan and business exit strategies.

Emily Moore is a financial advisor at Uptick Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Titleist Capital, LLC and Edward Jones. Outside of her advisory role, Emily is co-owner of East Texas Safety Consulting LLC, an occupational and environmental safety company. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and tax planning among other services. The firm manages portfolios using an asset-allocation approach informed by various analyses and uses third-party managers and specialized products tailored to client risk profiles.