David Roberson
David is the visionary behind the Azella Advisor Method and a veteran leader in the RIA space. With a career rooted in the nation’s largest Registered Investment Advisor, he has spent over a decade helping captive advisors reclaim their independence and local authority. David’s focus is on the “big picture” of advisor growth—blending cutting-edge digital infrastructure with the high-touch human connection that defines the fiduciary standard. When he isn’t helping firms scale, he’s championing the growth of the Azella team and the success of the advisors they serve.