Alberto Davila is a financial advisor with Belpointe Asset Management LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with various firms including Slow Capital, Inc. and Optional Holding LLC. Outside of his advisory role, he owns and operates several digital product businesses and a software service. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Ameritas Investment Corp, Gem State Financial Group, and Peterson & Associates CPA, LLC. Outside of her advisory role, she serves as treasurer for a local homeowner association. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and various advisory arrangements.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Monica Szakos is a CFP® with 12 years of industry experience, currently serving at Belpointe Asset Management LLC. Her prior roles include positions at Arete Wealth Advisors LLC, Axxcess Wealth Management, LLC, and Securities America Advisors Inc. Outside of her advisory work, she is involved in computer consulting, web design, and IT services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers customized discretionary investment management and financial planning, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated funds and professional service entities.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Mark Vanvoorhees is a CFP® with 30 years of industry experience, currently serving at Belpointe Asset Management LLC since 2019. His prior experience includes roles at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of his advisory work, Vanvoorhees teaches personal financial planning part-time at various universities, performs as a band and orchestra musician, and serves on the board of the Ignite the Arts Foundation in Michigan. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement consulting, offering customized portfolios through a combination of internal construction and third-party managers across passive, active, tactical, and blended strategies.

Jacob Menden is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Belpointe in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2018 to 2024, and earlier at US Bank and BMO Harris Bank. Outside of his advisory role, he is the founder and content creator of the Father Figures podcast and co-founder of the Healthful lifestyle podcast. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Thomas Casey is a CFP® with 26 years of industry experience, currently serving at Belpointe Asset Management LLC since 2018. Prior to this, he was a dean at Casey Financial Management, LLC from 2014 to 2018. Outside of advisory work, Casey serves as president of the board of a local charitable foundation, Red Sox Nation-Villages Charitable Fund, and works part-time as a starter and ambassador at local golf courses. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, utilizing customized portfolios and sometimes integrating proprietary and affiliate-advised funds.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 10 years before joining Belpointe in 2023. Cone serves on several nonprofit boards, including the Greensboro Symphony Endowment Fund, the NC Justice Center, the Jewish Foundation of Greensboro, and the Cone Health Foundation. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and a variety of advisory relationships.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance Co. Diane is also the owner of Aspen Peak Divorce Solutions, a practice focused on divorce financial planning and mediation. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wealthcare Advisory Partners LLC, Ambassador Advisors LLC, American Portfolio Financial Services, MML Investors Services LLC, and Mass Mutual Life Insurance Company. He is also a member and owner of Haven Financial Advisors, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and co- or sub-advisory relationships with third-party managers.

Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Simon Theberge is a financial advisor with Belpointe Asset Management LLC and holds two years of industry experience. He has previously worked at BayCoast Bank since 2018 and Mortgage Master Inc/Loan Depot from 2011 to 2018. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.