Lowell Weiss is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. He previously worked at Raymond James & Associates for 16 years. Outside of his advisory role, he rents Disney Vacation Club points to clients and rental companies. 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 a model portfolio approach that includes tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

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 eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2018 to 2025. Marsh also operated his own firm, Taylor Marsh, LLC, from 2016 to 2018. 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 business entities, utilizing model portfolios with tactical asset allocation and incorporating third-party managers and private-market opportunities.

Andrew Moss is a financial advisor with Elevation Point Wealth Partners, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. Moss is also a director of the Western Golf Association, where he supports scholarship funding through the Evans Scholars program. 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, employing a model portfolio approach with tactical asset allocation across various fund types and third-party managers.

William Turner is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC in Indianapolis, where he has worked since 2026. Prior to this, he spent 15 years at Bank of America and 20 years at Merrill. Outside of his advisory role, he is involved in several business ventures including managing a passenger transportation LLC and overseeing a home cleaning business. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and third-party manager integration.

Mark Ross is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at The Mortgage Firm and Life Management Advisors. He is also a partner in Timucuan Capital, an inactive real estate business focused on land held for potential future development. Elevation Point Wealth Partners is a multi-team registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a range of clients including individuals, retirement plans, and corporations, employing a model portfolio approach that incorporates tactical asset allocation and both third-party and in-house strategies.

Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, 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.

Linda Malin is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Elevation Point Wealth Partners, LLC since 2025. She previously worked for UBS Financial Services for 21 years. Outside of her advisory role, she is a board member of the Louisiana Chapter of the International Women's Forum, where she is involved in developing activities to foster women's leadership. 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 model portfolio strategies that incorporate tactical asset allocation across various investment vehicles and third-party managers.

Chad Bester is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Advisors. Outside of financial services, he is involved as an investor in several restaurants and businesses, and serves as vice chair of the investment committee at Hamline University, where he participates in discussions on socially responsible investing and endowment 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 entities through a range of programmatic advisory offerings and utilizes tactical asset allocation within model portfolios that include mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Scott Wohlers is a Series 65-credentialed advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. Prior to joining Elevation Point in 2026, he worked at Riverplace Capital Management Inc for eight years and held positions at Regions Bank and Advantage Dermatology. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm utilizes model portfolios with tactical asset allocation and incorporates third-party managers and private-market opportunities, serving individuals, retirement plans, trusts, estates, and business entities.

Codie Allen is a Series 66-licensed financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked for UBS Financial Services Inc. for 11 years. Outside of his advisory role, he serves as Treasurer and Board Member of the Kingdom Training Foundation, overseeing its budget and fund use. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a range of clients including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and incorporating third-party managers as part of its investment approach.

Patrick Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Elevation Point in 2026, he worked at Inscription Capital LLC, Truist Bank, and BBVA in various advisory and wealth management roles. 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, including access to liquid alternatives and private-market opportunities.

Madeline Armstrong is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Elevation Point Wealth Partners, LLC since 2026 and previously held positions at Bank of America and Merrill from 2022 to 2026. Armstrong has also passed the Indiana Real Estate Broker Licensing exam but does not currently hold an active license. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a range of clients including high-net-worth individuals, retirement plans, and business entities, utilizing model portfolios with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory services.

Andrew Keller is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 license and 23 years of industry experience. His prior roles include positions at LPL Financial, Intrua Advisory Group, Inscription Capital, and PKS Investments. Keller serves as a board member of the Trotter YMCA, a nonprofit 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, using model portfolios with tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. 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 programmatic offerings, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.

Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.

Holly Hynes is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill, Bank of America, N.A., The Just Company, TLG Advisors, Inc., M Holdings Securities, Inc., and Mack Financial Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and businesses, utilizing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Scott Emerson is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America N.A., and Merrill. 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, utilizing model portfolios with tactical asset allocation and incorporates third-party managers, insurance distribution, and annuity servicing within its advisory services.