Mary Dixon is a CFA® charterholder with eight years of industry experience. She has worked at MAI Capital Management, LLC since 2026 and previously spent 13 years at Lanham O'Dell & Company, Inc. 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- 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 management across various strategies, combining in-house and third-party management along with financial planning and tax services.

Melanie Jones is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Evoke Advisors, First Republic Investment Management, and INbalance Advisors. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers 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 manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

Lindie Rheeder is a financial advisor at MAI Capital Management, LLC with three years of industry experience. She holds a Series 65 credential and has held prior roles at firms including Financial Engines Advisors LLC and Park Avenue Securities. Outside of advising, she works as a bartender at a local brewery in Monroe, NC on weekends. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to individuals, families, institutional clients, and others. The firm customizes portfolio strategies across various asset classes and serves as both an adviser and product sponsor, managing assets including a registered mutual fund and multiple private funds.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers 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 manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. 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 institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Jay White is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Smith Capital Management, Inc. for 19 years before joining MAI Capital Management in 2020. MAI Capital Management, LLC offers 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, trusts, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Stephen Norton is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial and Saybrook Wealth Group. He is the owner of Ableplanning.com, an online service providing special needs planning to families and individuals. MAI Capital Management offers 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 employs a variety of customized portfolio strategies and provides both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Joseph Mclean is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MAI Capital since 2022. Prior to that, he was with Intersect Capital Insurance Services, LLC and INTERSECT CAPITAL LLC (formerly Financial Horizons Wealth Building) from 2014 to 2022. McLean serves as Treasurer for the Gordon Family Giving Foundation, reflecting involvement in philanthropic management. 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- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and offers in-house portfolio management alongside third-party sub-advisers, with assets under management totaling $72.3 billion as of May 31, 2026.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

John Beck Jr. is a CFP®-certified financial advisor with nine years of industry experience, currently with MAI Capital Management, LLC. He has held roles at several firms including Corient Services LLC, TIAA-CREF, Merrill Lynch, and Bank of America. MAI Capital Management, LLC offers 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 a broad array of strategies and serves both product-sponsor and advisory roles, including acting as investment adviser to a registered mutual fund and managing various private funds.

Carley Bohn is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining MAI, Bohn worked at Evoke Advisors and Service Academy Capital Management LLC. 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets.

David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transparent Wealth Partners LLC, Ameriprise Financial Services, LLC, and Neuberger Berman BD LLC. Outside of his advisory role, he is the author of a children's book titled "7 Days with God." MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and trust administration services.

Barry Klarberg is a financial advisor with MAI Capital Management, LLC in New York, NY, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Regal Wealth Management, Monarch Advisory, and Monarch Business and Wealth Management, where he also serves as managing member overseeing accounting and business services. MAI Capital Management provides investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio solutions, integrated financial planning, and serves as an adviser to mutual funds and private investment vehicles.

Jason Bell is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Wealth Management, LLC and UBS Financial Services, Inc. In addition to his advisory role, he is also an independent insurance agent. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, serving both advisory and product-sponsor roles.

Stewart Mcguire is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 16 years at Concentric Wealth Management LLC. 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 manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement 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 while serving in both advisory and product-sponsor capacities.

Elliott Brack is a financial advisor with MAI Capital Management, LLC, holding a Series 65 license and one year of industry experience. His prior work includes roles at Evoke Advisors, Manhattan West, and Gursey Schneider, LLP. MAI Capital Management 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 a broad range of strategies and incorporates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.