LATEST PANEL: Options-Powered ETFs: The Derivative Renaissance

Stephen Weitzel is Co-Founder and Managing Partner of Reveille Wealth Management, an independent practice overseeing more than $1 billion in client assets as of November 2025. As a leading member of Reveille’s Investment Committee, he helped design and implement the firm’s proprietary Rules-Based Investment Discipline — a structured framework that guides portfolio construction and risk management across market environments.

A proud Georgia Tech graduate, Stephen has nearly two decades of experience advising high-net-worth clients, families, and business owners. As a CERTIFIED FINANCIAL PLANNER® professional, he dutifully serves clients through attentive planning, a disciplined investment process, and strong personal connections built on trust and clarity.

He is a frequent speaker on topics related to financial markets, tax shelters, risk management, and the thoughtful use of options in client portfolios.

Disclosures:

525 Westpark Drive, Suite 100
Peachtree City, GA 30269
Ph: (678) 489-7314

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC, marketed as Reveille Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.