Hendrix Berry is a CFP® and Series 65 credentialed advisor at Obran Capital Advisors LLC with eight years of industry experience. Prior to joining Obran Capital Advisors in 2023, he worked at Balanced Rock Investment Advisors LLC for six years and has experience with community-focused organizations such as the Boston Ujima Project. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a combination of traditional asset allocation, modern portfolio techniques, and values-based screening, and it offers customized portfolios that may include private impact investments alongside specialized strategies through sub-advisors.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Jordyn Middlebrooks is an Investment Adviser Representative at Obran Capital Advisors LLC with two years of industry experience. She holds a Series 65 credential and operates Reimagine Wealth LLC, a Texas-based financial coaching and consulting business. Jordyn has prior experience at Saltbox Financial LLC and other financial and technology firms. Obran Capital Advisors LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, incorporates values-based screening, and offers customized solutions including private impact investments and educational seminars.