Isaac Russell is a Series 65-licensed financial advisor with seven years of industry experience, currently practicing at Optimal Capital Advisors, LLC in Traverse City, MI. His prior work includes roles at Michigan State University and the Boathouse Restaurant. He has been with Optimal Capital Advisors since 2018. Optimal Capital Advisors, LLC is an SEC-registered firm managing approximately $120 million for about 127 clients, offering discretionary investment management, financial planning, sub-advisory services, and corporate consulting. The firm employs a dynamic blend of strategic and tactical asset allocation across multiple strategies and also sponsors private investment vehicles, including a hedge-fund platform through the Optimal Alternative Titans program.

Joseph Batcha III is a financial advisor with Optimal Capital Advisors, LLC in Traverse City, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Optimal Capital Advisors since 2007 and serves as the firm’s managing principal. Batcha is also registered with Wislar Wealth Management as an investment adviser representative for portfolio review purposes only. Optimal Capital Advisors serves individuals, trusts, estates, corporations, retirement plans, and special-purpose vehicles, providing discretionary investment management, financial planning, consulting, sub-advisory services, and access to hedge-fund managers through its Optimal Alternative Titans program. The firm employs a dynamic investment process that integrates strategic and tactical asset allocation with quantitative optimization, technical analysis, and third-party research.