Top Asset Allocation Experts 2025

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

Austin Talbert Loving is a seasoned USMC Officer and a dynamic entrepreneur specializing in financial literacy and leadership development. As Officer in Charge of Quantico’s Finance Pay Section, he applies military precision to ensure financial excellence. Co-founder of The Visionary Wealth Movement (VWM Finance), Austin brings a unique approach to wealth-building, empowering individuals and business owners to secure financial freedom. His multimedia venture, TDN Vision LLC, serves as a creative outlet, capturing powerful stories that resonate. Austin is dedicated to enhancing financial literacy and leadership in today’s professionals, helping them thrive in a rapidly evolving market. Whether through seminars, multimedia projects, or leadership workshops, Austin inspires others to unlock their potential. Connect with Austin to explore collaborations and insights on wealth, leadership, and success.

Harold Wenger, Jr. a seasoned financial expert & a partner at Kingsview Partners has over four decades of experience in wealth management. Harold's holistic approach goes beyond traditional investments strategies which integrates elements like liability management, insurance and access to lenders that ultimately helps his clients reduce terms on liabilities and ensure that they achieve their desired financial goals. He also makes full use of the strengths of risk assessments and behavioral finance studies which provides his clients enough margin to easily sustain any unforeseen future challenges. Harold works closely with his clients to get to know their unique circumstances which helps him understand the importance of long term planning and actively assist those who wish to have a comprehensive and strategic approach towards their financial future. His unique approach & unmatched expertise in the world of financial management allows him to assist his clients achieve their financial goals while mitigating their risk exposure and securing sustainable financial futures.

Growth & revenue leader with a record of turning new ideas into lasting revenue. I focus on measurable outcomes, building lean high performing teams, and repeatable processes that scale. Founder, GlidePoint – Advise early-stage fintech and marketplace teams on customer acquisition, pricing, and revenue operations. Deliver clear playbooks, tight forecasting, and hands-on execution. Head of Growth, Frec – Own the go-to-market for a direct-indexing platform now past $270M in AUM. Expanded organic channels, added targeted paid programs for HNW investors, and built referral and employee-benefit loops that keep CAC in check. VP Sales & Marketing, Realm – 5th hire. Built company from scratch. Hired and trained a 40+ person sales org from zero, rolled out packaging & pricing, acquired 100s of vendors.