Bradley Barnes is a CFP® with 44 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Purshe Kaplan Sterling Investments and Morgan Stanley. He is a board advisor for the Estate Planning Council of Bakersfield and serves on the board of the Downtown Rotary Club of Bakersfield. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, primarily serving individual and high-net-worth clients with portfolio management, financial planning, retirement-plan consulting, and cash management. The firm employs multiple asset-allocation strategies and incorporates borrowing, derivatives, and structured instruments in its investment approach, while also offering managed held-away accounts and estate-planning support.

Andrew Barnes is a CFP® professional with 11 years of industry experience. He is a principal and Chief Investment Officer at Entruity Wealth, LLC in Bakersfield, CA, where he has worked since 2017. Prior to Entruity Wealth, he was associated with Morgan Stanley from 2015 to 2017. Entruity Wealth serves individuals, trusts, estates, employer retirement plans, and business entities with investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a diversified portfolio management approach that includes asset allocation and various analytical methods, and it uses borrowing and derivatives strategies within separately managed accounts while integrating multiple platform relationships.