Mark Holmlund is a financial advisor at Alaethes Wealth, LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Alaethes Wealth since 2019, following five years as a student. Alaethes Wealth, LLC serves individuals, high-net-worth clients, and plan sponsors with discretionary and non-discretionary asset management, financial planning, and retirement plan services. The firm manages over $500 million across about 99 client relationships, employing a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with options strategies and IPO access.

Cole Holmlund is a financial advisor at Alaethes Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Morgan Stanley. Alaethes Wealth, LLC offers discretionary and non-discretionary asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm manages just over $500 million across approximately 99 client relationships and employs a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with access to IPOs and ongoing strategic advisory engagements.

Candise Holmlund is a CFP® and CFA® with 24 years of industry experience. She has worked at Alaethes Wealth, LLC since 2019 and spent 16 years at Weatherly Asset Management, L.P. prior to that. Alaethes Wealth, LLC provides asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm uses a diverse investment approach including fundamental, technical, quantitative, and cyclical analysis, and offers services such as IPO access and strategic advisory engagements for complex financial situations.