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 with a Series 65 designation and one year of industry experience. Prior to joining Uptick Partners, he worked for Dvorak Financial Planning and spent ten years at LINC Research Inc. Jared is based in Cullman, Alabama. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan consulting. The firm employs a comprehensive asset-allocation approach supplemented by multiple analytical techniques and utilizes third-party managers and risk-assessment tools to construct client portfolios.

Kyle Hogan is a CFP® certificant with 12 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory role, he serves as Vice President of the Urban Core KC chapter of Business Network International, a business networking organization. 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 incorporates retirement plan consulting, tax planning, and investment/business exit consulting, managing client portfolios through various custody arrangements.

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.

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 Series 65 licensed advisor with Uptick Partners, LLC in Nacogdoches, TX, where he has worked since 2026. He previously spent 12 years at Williams / Sequent Energy Management. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation investment approach informed by Modern Portfolio Theory and integrates tax planning through an affiliated provider, serving over 1,100 clients with approximately $1.06 billion in assets under management.

Matthew Fitzgerald is a CFP® with nine years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for nine years and has a background that includes managing an online publication focused on retirement in 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 third-party managers and risk-assessment tools, offering services that include investment management, financial planning, 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.

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® and holds a Series 66 license with nine years of industry experience. She currently works at Uptick Partners, LLC and previously spent ten years at Edward Jones. Her background also includes roles in education and self-employment. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and various analyses, offering investment management, financial planning, tax planning, and consulting services.

Jason Barber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 12 years before joining Uptick Partners in 2023. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax preparation business, and is a co-author of the book *The Bridge Builder Path To Independence*, aimed at breakaway advisors. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, delivering investment management, financial and tax planning, and retirement and business exit consulting. The firm utilizes a comprehensive asset-allocation approach incorporating multiple analysis methods and employs both discretionary and non-discretionary portfolio management.

Emily Moore is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Edward Jones and Titleist Capital, LLC. In addition to her advisory role, Emily co-owns East Texas Safety Consulting LLC, an occupational and environmental safety company. Uptick Partners provides wealth management services to individuals, trusts, estates, and organizations, employing an asset allocation approach supported by various analyses and third-party tools. The firm manages over $1 billion in assets and offers comprehensive financial, tax, and retirement plan consulting services.

Matthew Silvey is a CFP® and holds a Series 66 designation, with two years of industry experience. He currently works at Uptick Partners, LLC and previously was with Ameriprise. Prior to entering financial advising, he worked in education at Texas A&M and Joaquin High School. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and behavioral analysis to manage client portfolios.

Taylor Pankratz is a CFP® with 10 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. His prior roles include positions at Edward Jones, Clarus Wealth Group, Raymond James Financial Services, and Burrow Global. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax-preparation firm, and 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, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation approach supported by multiple analytical methods and offers access to a range of investment vehicles through discretionary and non-discretionary portfolio management.