Mark Mccarron is a CFP® certificant with eight years of experience in financial planning and wealth management. He has been with Arrowroot Family Office, LLC since 2020 and previously worked at Bond Wealth Management, LLC. Mark holds a Certificate in Financial Planning from the University of Richmond. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes customized asset allocation supported by analytical tools and offers a broad range of services such as portfolio management, financial planning, and administrative support.

Michael Knittel is a financial advisor at Arrowroot Family Office, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortune Financial Services, Inc. and Lagunitas Asset Management, LLC. He is also a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office provides comprehensive wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm emphasizes customized asset allocation using quantitative analytics and manages both discretionary portfolios and private funds.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Osaic Wealth, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant preparing tax returns through his other business, Medical Accounting Service, Inc. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm focuses on customized asset allocation using advanced analytics and offers a broad range of services from portfolio management to family governance and philanthropic planning.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he serves as Managing Partner of Vitreous Partners Holdings, LLC, a business consulting firm focused on non-broker dealer M&A activities, and is a board member of GL Concepts, a non-investment related business. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse client base including individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized asset management strategies incorporating both discretionary and non-discretionary approaches, employs a range of analytical tools, and supports private pooled investment vehicles along with multi-family office services such as tax efficiency and M&A advisory.

Susan Bryant is a Series 65-licensed financial advisor at Arrowroot Family Office, LLC with one year of industry experience. She previously worked at The MB Group, LLC for 17 years and currently serves as CEO of Unboxed Advisors, LLC, a firm providing accounting, tax, and business advisory services. Arrowroot Family Office offers wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm emphasizes customized asset-allocation strategies supported by advanced analytics and manages both discretionary portfolios and private funds.

Diane Young is a financial advisor at Arrowroot Family Office, LLC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Financial Gravity Wealth, Inc. and Athena Advisory Services Inc. Young serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women's Democratic Club of Greater Rochester. She is also the author of a financial book titled "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides investment advisory and multi-family office services to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm offers customized asset allocation and portfolio management using tools such as efficient-frontier and Monte Carlo analysis, with a range of administrative and financial planning services.

James Capparelli Jr. is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, where he provides tax preparation and financial coaching. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical tools and manages individual portfolios with discretionary and non-discretionary approaches.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at ADP from 2005 to 2017. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies using analytical tools and offers discretionary portfolio management, financial planning, tax and administrative support, ERISA retirement-plan advisory, and family-office services.

Irene Apergis is a financial advisor with Arrowroot Family Office, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Arrowroot Family Office since 2017 and previously spent three years with KLS Professional Advisors Group, LLC. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients including individuals, families, retirement plans, trusts, charitable organizations, and private funds. The firm offers customized asset allocation through both discretionary and non-discretionary management, using analytics-driven strategies and various investment vehicles, while also providing administrative services and multi-family office capabilities.

Michael Villarica is a Series 65-licensed advisor at Arrowroot Family Office, LLC in Los Angeles, CA. He has been with Arrowroot since 2021 and has prior experience with Arrowroot Tax & Business Management and Three18, Inc. He has no industry experience before 2020. Arrowroot Family Office provides wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset allocation using advanced analytics and offers a range of services including portfolio management, financial planning, tax and administrative support, and family-office services.

Crystal Mcmahon is a CFP® professional at Arrowroot Family Office, LLC with 10 years of industry experience. She has held roles at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance, and City Closers / Coldwell Banker Commercial. In addition to her advisory work, she provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm emphasizes customized asset allocation using analytic tools and provides both discretionary and non-discretionary management, complemented by administrative services such as bill-paying and tax return preparation.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience in consulting, wealth management, construction, and accounting through various roles since 2014. Arrowroot Family Office provides wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies supported by advanced analytics and offers a range of services including portfolio management, financial planning, tax support, ERISA advisory, and family-office solutions.

Sara Frazier is a CFP® and holds a Series 65 license, currently serving as an advisor at Arrowroot Family Office, LLC. She has six years of prior experience at Planning Alternatives and Mod in the Mitten. Sara has been with Arrowroot Family Office since 2026. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse range of clients, including individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary asset management, incorporating ETFs, mutual funds, and individual securities as directed by clients.

Rachel Young is a Series 65-licensed advisor at Arrowroot Family Office, LLC with one year of industry experience. Prior to joining Arrowroot, she worked in various roles including political campaign work and tax preparation. Arrowroot Family Office provides multi-family office and investment advisory services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm emphasizes customized asset allocation using analytical models and offers services such as wealth management, financial planning, and administrative support.