WealthStar Advisors, LLC

Tony Kim is a financial advisor at WealthStar Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WealthStar Advisors since 2015. He also has a long tenure with IDS Life Insurance Company dating back to 1999. WealthStar Advisors serves individuals, high-net-worth clients, and small business owners by providing investment advice, discretionary portfolio management, and comprehensive financial planning. The firm uses a quantitative, customized approach incorporating client questionnaires, optimization models, and option strategies, including a proprietary Equity Substitution Strategy that employs fixed-income vehicles paired with long-dated equity options.

Edmund Cordero is a financial advisor with WealthStar Advisors, LLC in McKinney, TX, holding a Series 63 designation and 27 years of industry experience. He has been with WealthStar Advisors since 2013 and also affiliated with IFP since 2012. Cordero holds a one-third interest in CRJ Advisors, LLC, a real estate company. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that includes discretionary portfolio management and comprehensive financial planning. The firm is notable for its use of derivatives and long-dated options within separately managed strategies and offers its discretionary services exclusively through a sponsored wrap fee program.

Mousumi Mukherjee is a financial advisor at WealthStar Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with WealthStar Advisors since 2013. She is also associated with LPL Financial LLC since 2012. Mukherjee is involved with WealthStar Financial, a related business entity based in Plano, TX. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a firm-sponsored wrap fee program, 401(k) participant advisory services, and standalone financial planning, utilizing a proprietary Equity Substitution Strategy that incorporates options and quantitative tools to manage risk and return.

Scott Stockton is a Certified Financial Planner® with 29 years of industry experience. He has been with WealthStar Advisors, LLC since 2013 and is also affiliated with Independent Financial Partners. Outside of his advisory role, he is a half owner of a pass-through LLC that owns the office building used by his firm and leases to other tenants. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools alongside third-party sub-advisors to manage approximately $791 million in assets.

Jeffrey Wolf is a CFP® with 29 years of industry experience, currently serving at WealthStar Advisors, LLC since 2013. His prior roles include positions at Independent Financial Partners, Peregrine Diversified Investment Services Corp., Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Outside of his advisory work, he is a partner and owner of Chase Oaks LLC, a real estate holding company established for financial planning purposes. WealthStar Advisors, LLC provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm uses a customized, quantitatively informed approach incorporating client questionnaires, optimization models, and a proprietary Equity Substitution Strategy that employs fixed-income vehicles alongside long-dated options and derivatives in portfolio management.

Howard Chen is a financial advisor at WealthStar Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at WealthStar since 2013. His prior experience includes roles at Independent Financial Partners, Peregrine Diversified Investment Services, Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Chen also serves as an independent contractor with the UFC, providing fixed product and insurance sales. WealthStar Advisors, LLC offers investment advice and financial planning to individuals, high-net-worth clients, and small business owners, utilizing a quantitatively informed approach that incorporates client questionnaires, optimization models, and option strategies. The firm is notable for delivering discretionary management through a sponsored wrap fee program and employing proprietary strategies involving derivatives and long-dated options.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools to seek equity-like returns with reduced direct equity exposure.

Richard Stainsby is a CFP® with 35 years of industry experience, currently serving at WealthStar Advisors, LLC since 2021. His prior roles include positions at Spc, Sigma Financial Corporation, and Ameriprise Financial Services, Inc. He is also involved as a licensed insurance agent with various insurance companies. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and utilizes option strategies and quantitative tools in portfolio construction, managing approximately $791 million in discretionary assets across a 10-advisor team.

Erik Wyse is a financial advisor with WealthStar Advisors, LLC, holding a Series 63 designation and 28 years of industry experience. He has been with WealthStar Advisors since 2012. Outside of his advisory role, Wyse serves on the Richardson Chamber of Commerce board, the City of Richardson TIF board, and a homeowners association board, all on a non-paid basis. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and a broad set of options and quantitative tools, managing approximately $791 million in discretionary assets through a 10-advisor team.