Castleview Partners, LLC

Mark Cohen is a financial advisor at Castleview Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Victory Investment Advisers, Inc. and Tradespot Markets, Inc. He is also a licensed insurance salesperson, conducting a limited number of insurance transactions annually as an independent agent. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its proprietary aiAlpha platform for model-based trading and rebalancing.

Harriet Bynum is a financial advisor with Castleview Partners, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She has worked with Hornor, Townsend & Kent, Inc., Argenta Wealth Management, Bynum Investment Service, and John Hancock Mutual Life Insurance Company. Outside of advising, she is involved in insurance sales on a limited basis. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, with offerings including discretionary portfolio management, third-party money manager access, model-based accounts, and wrap-style programs. The firm supports a range of strategies implemented through internal models and external holdings, utilizing its aiAlpha platform for model delivery and trading operations.

David Cain is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management. Outside of Castleview, Mr. Cain is an independent insurance agent appointed with various insurance companies. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers both discretionary portfolio management and access to third-party money managers, utilizing a mix of internally managed models, TPMM strategies, and direct holdings tailored to client goals through its aiAlpha platform.

Michael Lynch is a financial advisor at Castleview Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Lynch is also a principal at Huerta & Lynch LLC, a financial planning and investment advisory firm. Castleview Partners provides advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering advisor-directed discretionary portfolio management as well as access to third-party money managers. The firm employs model-based accounts and a proprietary aiAlpha platform to support trading and rebalancing for both Castleview-managed and third-party adviser accounts.

Douglas Gill is a CFP® with 34 years of experience in the financial industry. He is a principal at Castleview Partners, LLC and also serves as president and sole shareholder of Gill Capital Management, Inc., a holding company for investments in real estate, private equity, and public securities. Outside of his advisory work, Gill participates in community service as a board member of the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers tailored portfolio management using a combination of internally managed models, third-party strategies, and direct holdings, supported by its proprietary aiAlpha platform that serves both Castleview and external advisers.

Ian Fritz is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Fisher Investments and JPMorgan Chase Bank, N.A., as well as J.P. Morgan Securities. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm designs tailored strategies using a combination of internally managed models, third-party money management, and direct holdings, supported by its proprietary aiAlpha platform that services both its own and external advisory accounts.

Homero Diaz is a financial advisor with Castleview Partners, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Kovack Securities, HSBC, and Merrill Lynch. Outside of his advisory work, Diaz has engaged in food delivery services as a driver. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm combines advisor-directed discretionary portfolio management with access to third-party money managers and supports model-based trading through its aiAlpha platform.

Robert Emrich III is a financial advisor with Castleview Partners, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Castleview Partners since 2017 and previously worked at Manning & Napier Investor Services, Inc. and Acruence Capital, LLC, a firm he founded in 2020. In addition to his advisory role at Castleview, Mr. Emrich serves as Managing Partner of Acruence Capital and acts as a portfolio manager for the Acruence Active Hedge U.S. Equity ETF (XVOL). Castleview Partners is a multi-team advisory firm that provides asset management and tailored investment services to its clients, focusing on creating and managing investment models and portfolios.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Robert Poynor III is an advisor at Castleview Partners, LLC with prior experience at Cain Financial Solutions, Compass Retirement, Mercer Advisors, and Reino Capital. He holds Series 63 and Series 65 licenses and is based in Plano, TX. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm utilizes a range of internally managed models, third-party money managers, and proprietary technology to tailor strategies to client goals and risk tolerances.

Umberto Perez Jr. is a financial advisor at Castleview Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Castleview since 2015, also working at Kovack Securities, Inc. since 2016. Outside of his advisory role, he serves as president of UP Capital Management LLC, focusing on a holistic approach to financial planning. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering discretionary portfolio management, access to third-party managers, and model-based accounts. The firm employs a mix of internally managed models and third-party strategies, supported by its aiAlpha platform, which also serves other registered investment advisers.

Kody Followwill is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Cain Financial, NewEdge Advisors, Foundations Investment Advisors, Compass Retirement, AE Wealth Management, Mercer Global Advisors, and Lake Point Advisory Group. Outside finance, he worked in automotive sales and in the hospitality industry. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, utilizing advisor-directed discretionary portfolio management and third-party money managers. The firm employs a technology-driven approach featuring its aiAlpha platform, which supports model-based trading, rebalancing, and operational services for both internal and external accounts.

Alyssa Guerra is a CFP® and Series 66 credentialed advisor at Castleview Partners, LLC with 19 years of industry experience. She has worked at Castleview Partners since 2017 and previously held positions at Kovack Securities, Inc. and SunTrust Advisory Services. Outside of her advisory role, she is president of Alyssa M. Guerra Wealth Management Inc., a financial planning and investment management entity. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm utilizes a combination of internally managed models, third-party managers, and direct holdings, supported by its aiAlpha platform, which delivers portfolio management and operational support to both internal and external advisors.