Benjamin Dorsey is a CFP® and PFS™ with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services. Additionally, he is President of Strategic Tax Planning, a CPA firm. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm constructs customized portfolios using a blend of fundamental, quantitative, technical, and modern-portfolio-theory approaches across various asset classes.

Jonathan White is a financial advisor with Analog Capital Partners LLC in Austin, TX, holding five years of industry experience. He is also the principal of Jonathan R White CPA Inc, an accounting firm he founded in 2013. Analog Capital Partners provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Billy Desai is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with Analog Capital Partners LLC and Analog Capital AI, where he has worked since 2020 and 2025 respectively. His prior roles include positions at Collaboration Capital and Invesco. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also acts as a subadviser to other investment advisers. The firm customizes portfolios based on client time horizons and risk tolerances using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches.

Thomas Kluttz III is a CFP® and ChFC® at Analog Capital Partners LLC with one year of industry experience. His prior roles include positions at Aviance Capital Partners LLC, Huntington Bank, and JP Morgan Chase Bank, where he worked for over two decades. Analog Capital Partners provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as acting as a subadviser for other investment advisers. The firm constructs customized portfolios based on clients’ time horizons and risk tolerances, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methodologies.

Daniel Adams is a financial advisor at Analog Capital Partners LLC in Houston, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. Prior to joining Analog Capital Partners, he worked at Invesco, Pop Taco Ltd, International Strategy & Investment Group LLC, and Credit Suisse Securities (USA) LLC. Outside of his advisory role, Mr. Adams is an account manager at Refinitiv, a firm that licenses and markets data products and services. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm manages approximately $92.8 million in discretionary assets using customized portfolios constructed with a variety of investment approaches and tools.

Thomas Mott is a Series 65-licensed advisor at Analog Capital Partners LLC in Houston, TX, with four years of industry experience. He has been with Analog Capital Partners since 2022 and is also involved in real estate investing and syndication. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to build customized portfolios and also serves as a subadviser to other investment advisers.