Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.

William Collins Jr. is a CFP® professional with 26 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2015. He holds the Series 63 designation and is based in Burlington, MA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various investment strategies, integrating financial planning, tax, and administrative services.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Michael Reed is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously worked at Madison Wealth Management and Greystone Investment Management, LLC. He is also a partner in GIM Partners, LLC, an entity established to receive proceeds from the Madison transaction. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a registered mutual fund and various private investment vehicles.

Jason Putman is a CFP®, CFA®, and Series 63 credentialed financial advisor affiliated with MAI Capital Management, LLC, with 14 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management, LLC provides a range of investment management and wealth advisory services to individual, family, and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships.

Mark Haley is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Winfield Associates, Inc. for 19 years before joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services into many client relationships.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Zackary Flodeen is a CFP® professional with 17 years of industry experience, currently with MAI Capital Management, LLC. His career includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, and Fisher Investments. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into client relationships.

Kareem Hout is a CFA® charterholder with six years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Daniel Mules is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds the Series 65 designation and previously worked at Geier Asset Management for 14 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services through affiliated entities, with $72.3 billion in assets under management as of May 31, 2026.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

James Mcdermott is a CFP® with 25 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Prior to joining MAI, he worked for 24 years at Madison Financial Advisors, Ltd. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other wealth services.

Katerina Nalywajko is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ethic Wealth Advisors, Capital Bank & Trust Company, and 1919 Investment Counsel. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 2026.

Daniel Marolis is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 credential and has prior experience at WCG Wealth Advisors, LLC, MML Investors Services, and has been involved with Massachusetts Mutual Life Insurance Co. and Treloar & Heisel, Inc. outside of his advisory role. He is also a silent partner in KS Fine Food & Drink. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers complementary financial planning, trust, and insurance services.

Andrew Schumont is a CFP® professional with 20 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Neuberger Berman and Fidelity Investments, including FIDELITY Personal and Workplace Advisors. MAI Capital Management, LLC offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across multiple strategies and provides additional services such as trust administration and insurance through its affiliates.

Allison Werden is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Ownership Advisors, Inc., LPL Financial, LLC, and Charles Schwab. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and other services, managing $72.3 billion in assets as of May 31, 2026.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential. He has been in the industry for approximately one year, with prior experience that includes roles at Evoke Advisors and other positions outside financial services. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies using both in-house and third-party resources, and offers additional services such as trust administration and insurance through affiliated entities.