Todd Dawes is a financial advisor at Certis Capital Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Persimmon Capital Management LP and BNY Mellon Managed Investments, Inc. He is also the founder and portfolio manager at Merus Advisors, LLC, a registered investment advisor serving high net worth clients. 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, emphasizing low-volatility, low-correlation allocations and offers both discretionary and non-discretionary portfolio management alongside broad family office services.

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 at Certis Capital Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Finalis Securities LLC, Amet Partners GP, LLC, and Merus Advisors, LLC. Backens 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 provide both discretionary and non-discretionary portfolio management and performs due diligence on third-party managers on clients’ behalf.