John West is a CFA charterholder with 13 years of industry experience, currently serving as a financial advisor at Flatrock Wealth Partners LLC since 2022. His prior experience includes roles at Research Affiliates, LLC and Verus Advisory, Inc. He holds Series 63 and Series 65 licenses. Flatrock Wealth Partners provides discretionary wealth management and financial planning to high-net-worth individuals, households, trusts, estates, foundations, and select businesses. The firm focuses on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual equities, and alternative investments, combining fundamental and technical analysis with ongoing client engagement.

Kevin Winters is a CFP® with 26 years of industry experience. He is currently a financial advisor at Flatrock Wealth Partners LLC, where he has worked since 2022. His prior roles include positions at PIMCO Investments LLC and AllianceBernstein L.P. Winters also serves as a consultant to PIMCO and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on customized long-term portfolios using ETFs, mutual funds, individual equities, and other investment vehicles.

David Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at Flatrock Wealth Partners LLC. He previously worked at Yosemite Capital Management LLC for 14 years and Securities Equity Group for 12 years. Outside of his advisory role, he teaches a business law class at Concordia University as a substitute instructor. Flatrock Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on larger portfolios and constructing customized, primarily long-term investments using ETFs, mutual funds, individual equities, and other vehicles.