Harrison Mc Dougal is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, IN. He holds the Series 65 and Series 63 credentials and has nine years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, he worked at Bank of America and Merrill for six years. Outside of his advisory role, he has served as a high school football official with the Indiana High School Athletic Association since 2015. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating mutual funds, ETFs, and third-party managers, with integrated insurance and annuity services.

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triton Wealth and Cambridge Investment Research Advisors, Inc. Ryan is also an independent insurance agent and a principal at Triton Holdings, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolios and programmatic offerings that incorporate tactical asset allocation and third-party managers.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.

Andrew Plum is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2025, following 15 years at UBS Financial Services. In addition to his advisory role, Plum serves as managing partner of Loxahatchee Capital SPV, LLC, a related investment business. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and incorporates insurance distribution and annuity servicing into its offerings.

Thomas Cullen is a Series 66 licensed advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Elevation Point in 2025. Cullen serves as a partner, investment committee member, and senior portfolio manager at Loxahatchee Capital, a DBA of Elevation Point Wealth Partners. Elevation Point Wealth Partners is an SEC-registered multi-team firm managing approximately $8.29 billion in assets for individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs model portfolios with tactical asset allocation and integrates insurance distribution and annuity servicing into its advisory services.

Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.

Brandon Marvel is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for seven years. Outside of financial advising, he works part-time with Callaway Golf Company as a demo day representative, a role he has held since 2013. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with $8.29 billion in assets under management and 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, using a model portfolio approach that incorporates tactical asset allocation and third-party managers, along with integrated insurance distribution and annuity servicing.

Daniel Emerson is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. Elevation Point Wealth Partners is a multi-team investment adviser managing over $8 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, and business entities. The firm employs model portfolios with tactical asset allocation and incorporates third-party managers and insurance-related advisory services into its platform.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

Jennifer Smith is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently with Elevation Point Wealth Partners, LLC and previously worked at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. In addition to her advisory role, she is an independent insurance agent representing various independent insurance companies. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Kathleen Burke is a financial advisor at Elevation Point Wealth Partners, LLC with 44 years of industry experience. She previously worked for UBS Financial Services Inc. for 15 years. She holds the Series 63 and Series 66 designations. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing into its advisory services.

James Malatos is a CFP® professional with 14 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. He serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs a model portfolio approach featuring tactical asset allocation and incorporates third-party managers, while also integrating insurance distribution and annuity servicing within its advisory services.

William Ryan is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elevation Point, he worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, he is an independent insurance agent specializing in life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities using model portfolios that incorporate tactical asset allocation, third-party managers, and alternative investments, integrating insurance and annuity services within its advisory platform.

Jay Hack is a CFP® professional with 19 years of industry experience. He is affiliated with Elevation Point Wealth Partners, LLC and has prior experience at Raymond James & Associates. Hack serves as a board member for Temple Israel, a charitable organization. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, employing model portfolios with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory services.

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as treasurer and fundraiser on the board of the Bill Rompf Junior Tennis Foundation, which awards scholarships to junior tennis players in financial need. Elevation Point Wealth Partners is a multi-team investment adviser with over $8 billion in assets under management, serving individuals, retirement plans, trusts, and business entities. The firm’s investment approach centers on model portfolios utilizing tactical asset allocation across a range of investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Steven Powers is a financial advisor at Elevation Point Wealth Partners, LLC, with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial and Innovation Partners LLC. Powers is also the owner of Legacy Investments & Insurance Services Inc., where he remains active. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and third-party manager integration, incorporating insurance distribution and annuity servicing into its advisory services.

Lowell Weiss is a CFP® with 16 years of experience in the financial services industry. He currently works at Elevation Point Wealth Partners, LLC, and previously spent 16 years with Raymond James & Associates. Outside of his advisory role, he rents Disney Vacation Club points to interested parties. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio investment approach with tactical asset allocation and integration of insurance distribution and annuity servicing.

Angelo Esposito Jr. is a CFP® with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2026. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, using model portfolios with tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Taylor Marsh is a financial advisor at Elevation Point Wealth Partners, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for six years. Prior to that, he operated his own firm, Taylor Marsh, LLC, for two years. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities through programmatic offerings that utilize model portfolios and tactical asset allocation.