Waystone Advisors LLC

Nathan Williamson is a financial advisor at Waystone Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and Findec Wealth Services, Inc. Outside of advisory work, he is a licensed insurance agent in Washington. Waystone Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach and utilizes ETFs, mutual funds, individual securities, and alternative investments, while overseeing independent managers and turnkey asset management programs.

Daniel De Whitt is a financial advisor at Waystone Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously been involved with nonprofit organizations, including serving as president of Continents for Christ, a nonprofit missions organization. Waystone Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach and uses ETFs, mutual funds, individual securities, and alternative investments as appropriate, while monitoring and rebalancing portfolios and overseeing any recommended independent managers.

Christopher Kenney is a financial advisor at Forthright Capital Advisory with six years of industry experience. He holds a Series 65 designation and has worked at firms including Gradient Advisors LLC, Abbatiello Financial, and MML Investors Services, LLC. Kenney is also involved with Christopher Dean and Associates PC, providing financial and retirement planning as well as insurance services. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations by offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with index mutual funds and ETFs, applying Modern Portfolio Theory alongside fundamental and technical analysis to construct diversified portfolios.

Austin Dean is a financial advisor at Waystone Advisors LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Waystone Advisors in 2024, he worked at Lion Street Financial and Guide Advisors, among other firms. Outside of advising, he is involved in real estate investing through Dean Family Real Estate LLC. Waystone Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a fundamentally driven, long-term investment approach, typically employing ETFs and mutual funds, and offers ongoing portfolio monitoring and due diligence of independent managers.