Scott Anderson is a Financial Advisor at Bison Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has served as a Major at the Alachua County Sheriff's Office since 1999, a role he continues alongside his advisory responsibilities. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers access to third-party managers and options-based overlay strategies.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently engaged with Bison Wealth, LLC and has held leadership roles at firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and a range of model portfolios. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate both tactical and strategic allocations across liquid and private-market strategies.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bison Wealth, he worked at Broker International Financial Services and has maintained ongoing roles with Tarkenton Financial and Lawrence Sasso Insurance & Financial Services, Inc. He serves as an adjunct professor at Quinsigamond Community College, is the Commander of American Legion Post 201, and sits on the Worcester State University Board of Trustees. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, and offers specialized investment options including an options-based Overlay strategy and access to third-party managers.

Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at The Pacific Financial Group, Royal Phillips, and Myloyn. In addition to his advisory role, he is an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a diverse client base, including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment approach centered on outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Anthony Lourido is a CFA® charterholder with two years of industry experience. He is currently with Bison Wealth, LLC and previously worked at Key Private Bank and Merrill. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Julie Coleman is a financial advisor at Bison Wealth, LLC with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Jacob Duvall is a Series 65-licensed advisor with Bison Wealth, LLC in Atlanta, GA, bringing seven years of industry experience. He has worked at Bison Wealth since 2025 and previously held roles at Trinity Street Financial, Advocacy Wealth Management, LLC, and Forge Consulting, LLC. Outside of his advisory roles, Duvall serves as a Settlement Consultant with Mirena & Co., providing financial planning and insurance services to recipients of legal settlements and student-athletes with endorsement contracts. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Seth Weiland is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also works as a CPA at DK Arndt, where he prepares tax returns and provides tax planning and bookkeeping services. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, along with specialized options-based and alternative investment strategies.

Russell Harris is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Apogee Wealth Management, Brookstone Capital Management, and J.P. Morgan Securities. Outside of his advisory work, Harris serves as Lead Educator and board member for the nonprofit Financial Educators Network, also known as Apogee Wealth Academy. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and access to third-party managers. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Justin Boller is a CFA® charterholder with 12 years of industry experience. He is currently with Bison Wealth, LLC and previously worked at Liquid Strategies, LLC, Advocacy Wealth Management, LLC, and Invesco Advisers, Inc. Outside of his advisory role, he is involved in business development and advisor relations through Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, focusing on outcome-driven, multi-manager strategies that blend tactical and strategic allocations.

John Williams Jr. is a CFP® professional with 26 years of industry experience, currently serving as Managing Director and Investment Advisor Representative at Bison Wealth, LLC. He has held roles at Metric Financial, Sterne, Agee, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he owns ECOS Family Office, LLC, a holding company. Bison Wealth serves individuals, high net worth clients, family offices, and various institutions, offering financial planning, portfolio management, and specialized retirement plan services. Its investment approach includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Joan Kaye is a financial advisor at Bison Wealth, LLC with 37 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Bison Wealth, she worked at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Bison Wealth, LLC serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, and access to third-party managers. The firm focuses on outcome-oriented, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Ashley Hethershaw is a financial advisor with Bison Wealth, LLC in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Kidder Advisers, Inc. and Capital Defender Wealth Management Group. Outside of advising, she is an independent contractor for Scentsy, Inc., involved in direct sales of home décor and fragrance products. Bison Wealth serves a diverse clientele including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.

Michelle Beall is a financial advisor with Bison Wealth, LLC, holding a Series 65 designation and three years of industry experience. She worked at HCA Healthcare for 14 years prior to joining Bison Wealth in 2023. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment process focused on outcome-based, multi-manager strategies that include tactical and strategic allocations across liquid and private-market investments.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience and holds a Series 65 credential. He has previously worked at Bison Advisors and Advocacy Wealth Management, and serves as a UH60 Blackhawk pilot in the Georgia Army National Guard. Tornow is also a founding partner of Honeybee Holdings, LLC and Marketing Analysis and Development, LLC, a marketing and educational infographics firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused multi-manager model portfolios blending tactical and strategic allocations, with access to third-party managers and specialized options-based strategies.

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

James Mctiernan is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at BNY Investment Center Inc. for 23 years and The Bank of New York for 30 years. Bison Wealth serves a wide range of clients including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused investment process with multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Rush James is a financial advisor at Bison Wealth, LLC with 10 years of industry experience. He previously worked at Advocacy Wealth Management, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he acts as an agent for Forge Consulting LLC, an insurance agency affiliated with his former firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused, multi-manager approach that combines tactical and strategic allocations across liquid and private-market strategies and provides turnkey platform services to other registered investment advisers.

Matthew Goss is a financial advisor at Bison Wealth, LLC with a Series 65 designation and three years of industry experience. Prior to joining Bison Wealth, he held roles at Independent Financial Partners and spent eleven years with the University Athletic Association. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.