Todd Dawes is a financial advisor at Certis Capital Management, Inc. with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Finalis Securities LLC, Amet Partners, Merus Advisors, LLC, and Certis Capital Management. Dawes is the founder and portfolio manager of Merus Advisors, LLC, a registered investment advisor serving the high-net-worth community. Certis Capital Management operates as a multi-family office serving high-net-worth individuals and families, typically with relationships of $20 million and above. The firm provides investment advisory and broad family office services, combining macroeconomic analysis with classic portfolio theory and conducting due diligence on third-party managers.

Kelly Smith is a financial advisor at Merus Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merus Advisors since 2016 and Certis Capital Management, Inc. since 2005. Merus Advisors serves individual clients and families, often business owners with additional entities holding real estate or other investments. The firm provides broad financial advisory services focused on evaluating third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to tailor strategies that emphasize lower volatility and low correlation.

David Backens is a financial advisor with Certis Capital Management, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held roles at Finalis Securities LLC, Amet Partners GP, LLC, and Merus Advisors, LLC, and serves as President and Portfolio Manager of Amet Partners GP, a hedge fund investing in California Carbon Allowances. Certis Capital Management operates as a multi-family office serving high-net-worth individuals and families, typically with relationships of $20 million and above. The firm combines macroeconomic analysis with classic portfolio theory to offer investment advisory and family office services, including due diligence on third-party managers and management of both discretionary and non-discretionary portfolios.