Thomas Nelson III is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Sky-Mountain Capital Management since 2021, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Sky-Mountain Capital Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment management, financial planning, consulting, and retirement plan advisory services. The firm employs a strategic asset allocation approach with diversified mutual funds and ETFs, incorporating Modern Portfolio Theory, Fundamental Analysis, and Cyclical Analysis in its process.

Amanda Coleman is a financial advisor at Sky-Mountain Capital Management with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she owns a hobby photography business and serves as a committee member on the Oregon State University Library Advisory Council. Sky-Mountain Capital Management provides investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and sometimes individual securities, managing accounts primarily on a discretionary basis and acting as an ERISA 3(38) investment manager for employer retirement plans.