Robert Fremont is a financial advisor with Intellicapital Advisors LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Fidelity Investments, where he worked for over two decades. Intellicapital Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business owners with portfolio management and comprehensive financial planning. The firm uses a goals-based investment process incorporating model portfolios, third-party asset management platforms, and tax-aware strategies, supported by advanced technology tools alongside human oversight.

Michael Mc Alpin is a CFP®-designated financial advisor with 24 years of industry experience. He currently works at Intellicapital Advisors LLC, where he has been since 2021. His prior experience includes roles at Strategic Advisors LLC and Fidelity Investments. Intellicapital Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business owners with portfolio management and comprehensive financial planning. The firm employs a goals-based investment process integrating model portfolios, third-party platforms, and tax-aware services, supported by technology tools and human oversight.