intrua Financial

Julie Boswell is a financial advisor with intrua Financial, holding a Series 66 designation and 17 years of industry experience. She has been with Intrua Advisory Group LLC since 2014 and also maintains a relationship with LPL Financial LLC dating back to 2010. Outside of her advisory role, she operates a photography business. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process including fundamental and technical analysis, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Eric Kulwicki is a CFP® and CFA® with 17 years of industry experience. He is affiliated with Intrua Financial and has worked at Freedom Wealth Alliance, LPL Financial, and Robert W. Baird & Co. Incorporated. Kulwicki owns Kulwicki Advisory Services, LLC, which provides investment insights through KulwickiInsights.com and offers wealth management advisory services. He is also the owner of Wisconsin Investor Education, LLC, a company focused on providing financial education. Intrua Financial offers investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process and provides both discretionary and non-discretionary management, including access to third-party money managers and retirement-plan advisory services.

Joshua Edwards is a financial advisor at Intrua Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and related entities. Outside of his advisory role, he was involved with Beast Baseball LLC for four years. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of the end of 2024.

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and manages approximately $1.76 billion in client assets.

Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Paul Schuelke is a financial advisor at Intrua Financial with seven years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Northwestern Mutual and LPL Financial among other firms. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Hunter Hart is a financial advisor with Intrua Financial in Shreveport, LA, holding a Series 66 designation and 21 years of industry experience. He has been associated with Intrua Advisory Group, LLC (operating as Cogent Advisory Group, LLC) since 2016 and also maintains a role with LPL Financial. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental, modern portfolio theory, and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary management options.

Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mitchell Wood is a financial advisor at Intrua Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial LLC and Larson Financial Group. Outside of his advisory role, he is the owner of MundaneAway Inc. and serves as an advisory board member for Chalice Network. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized investment strategies and manages approximately $1.76 billion in client assets.

Bradley Mc Entee is a financial advisor at Intrua Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Southland Printing Company, Inc. He provides investment advisory services through Intrua Financial and LPL Financial. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations with ongoing monitoring and client reviews.

Samuel Lawhon is a financial advisor with Intrua Financial in Houston, TX, holding a Series 66 credential and six years of industry experience. He has worked at LPL Financial LLC and Intrua Financial since 2019 and has prior experience in the landscaping industry. Lawhon serves as a Research Assistant at Intrua Financial and is also the Director of Investments at Freedom Wealth Alliance. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Chris Smith is a financial advisor at Intrua Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Carson Wealth Management. He is also active as a sales representative of non-variable insurance products. Intrua Financial provides investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations and offers both discretionary and non-discretionary management options.

Bradley Doyle is a financial advisor with Intrua Financial in Amarillo, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial and Cetera Advisor Networks, before joining Intrua Financial in 2021. Doyle also owns a separate business entity for tax and investment purposes. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

My Ton is a financial advisor at Intrua Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and CEO of Scarliss, LLC, a cosmetic product company, and Aura Gold Labs, a cosmetic product formulation business. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements.

Kurt Rozman is a financial advisor at Intrua Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial LLC since 2014. Rozman is also involved in business ownership outside of investment advisory, including a non-investment-related venture he manages. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.