Winnacle Wealth, LLC

Phillip Castle is a financial advisor at Winnacle Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Group Inc., The Momentous Group, and Brookstone Wealth Advisors. In addition to advisory work, he partners in an insurance marketing firm where he recruits and trains agents. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm builds primarily long-term, diversified portfolios using fundamental and cyclical analysis and employs various investment vehicles tailored to client objectives.

Steven Fleuriet is a Series 65-licensed advisor at Winnacle Wealth, LLC with one year of industry experience. Prior to joining Winnacle Wealth, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm builds primarily long-term, diversified portfolios using fundamental and cyclical analysis, employing low-cost mutual funds and ETFs alongside individual stocks, bonds, and options when appropriate.

John Dwyer is a financial advisor at Winnacle Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Regulus Advisors, LLC and Freedom Financial Coaching, LLC. Outside of his advisory role, Dwyer serves as a board member for the LESPA Lavi Charitable Ministry. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients through discretionary investment management and comprehensive financial planning. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, and select individual securities, supported by fundamental and cyclical analysis.

Jessica Burch is a CFP® professional with 11 years of experience in financial advising. She is currently with Winnacle Wealth, LLC in Waco, TX, and has previously worked at firms including Brookstone Wealth Advisors, Inc. and The Momentous Group. Outside of advisory services, she serves as CFO of an oil and gas asset management company. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm constructs primarily long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporating fundamental and cyclical analysis to guide investment decisions.

David Nuckols is a financial advisor with Winnacle Wealth, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at multiple firms including Haynie & Company and Brookstone Wealth Advisors, Inc. Nuckols is also a partner at Haynie & Company, where he provides tax planning and accounting services. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses fundamental and cyclical analysis to construct primarily long-term, diversified portfolios incorporating low-cost mutual funds and ETFs, along with individual stocks, bonds, options, and buffered ETFs when appropriate.

Alden Abshire is a financial advisor at Winnacle Wealth, LLC in Waco, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he was involved with Magnolia/Morgan Solutions, LLC, which operated as Heart of Texas Hot Dog House. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm focuses on building primarily long-term, diversified portfolios using low-cost mutual funds and ETFs, complemented by individual stocks, bonds, options, and buffered ETFs as appropriate.