Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.

Clinton Steinhoff is a financial advisor at Optima Capital Management in Fort Lauderdale, FL, with six years of industry experience. He holds Series 65 and Series 66 designations and has prior work experience at Morgan Stanley and Data Axle. Optima Capital Management advises individuals, families, and businesses on wealth management, financial planning, and portfolio management, including retirement plan advisory services. The firm employs a goals-based, process-driven approach and utilizes a range of investment strategies, including traditional equities, fixed income, ETFs, and sub-adviser services.

Todd Bendell is a CFP® professional with 13 years of industry experience, currently serving at Optima Capital Management. He has worked at Amphibian Capital since 2021 as a General Partner involved in portfolio management and previously spent six years with Merrill Lynch. Outside of his financial advisory role, he teaches yoga, breathwork, and sound at a Phoenix-based studio. Optima Capital Management provides wealth management, financial planning, and portfolio management services to individuals, families, and businesses, including retirement plan advisory and fiduciary support. The firm employs a goals-based approach using written investment policies and manages portfolios with a range of strategies, including traditional equities, fixed income, and ETFs.