Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with 10 years of industry experience. She holds a Series 65 designation and has been with Clerestory Advisors since 2015. Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm employs diversified portfolios including stocks, bonds, mutual funds, and ETFs, offers an optional sustainability-focused portfolio with ESG screening, and uses negotiated flat annual and project fees rather than percentage-of-assets fees.