James Licosati is a financial advisor at Alder Capital with one year of industry experience. He holds the Series 66 designation and has prior work history at LPL Financial LLC and DeVoe & Company. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, and institutions with discretionary wealth management, investment management, and financial planning. The firm employs a long-term, fundamentally driven investment approach and actively manages a related private fund while emphasizing client engagement and oversight of independent managers.

Michael Licosati is a financial advisor at Alder Capital with nine years of industry experience. He holds Series 65 and Series 66 designations. His work history includes positions at Pacific Point Advisors and Alder Capital, LLC. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, and institutions. The firm uses a primarily long-term, fundamentally driven investment approach with discretionary portfolio management and emphasizes client engagement and oversight of independent managers.

Brandon Healy is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He currently serves as an advisor at Alder Capital, a firm he joined in 2026 after working at Pacific Point Advisors and Fidelity Investments. He is also a licensed insurance agent involved in implementing insurance recommendations. Alder Capital is an SEC-registered advisory firm that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high-net-worth individuals, family offices, trusts, estates, and institutions. The firm employs a primarily long-term, fundamentally driven investment approach and actively manages related private funds, offering tailored portfolios and performance-based compensation arrangements for qualified investors.