Waco, TX Office

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.

Jessica Burch is a CFP® with 11 years of industry experience, currently advising at Winnacle Wealth, LLC. She has held prior roles at Brookstone Wealth Advisors, Inc., The Momentous Group, and other firms. Outside of financial advising, she serves as CFO of Iron Horse Equipment Solutions LLC, 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 builds primarily long-term, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options as appropriate.

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.