Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Philip Murphy Jr. is a CFA® charterholder with 23 years of industry experience. He is currently with Smart Portfolios, LLC in Lake Forest Park, WA, and previously worked at PLM Investment Advisers, Inc. for 17 years, as well as Aviso Wealth Management, Florida Investment Advisors, and Banc Of America Investment Services. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients, using a model-driven approach based on proprietary Dynamic Portfolio Optimization and multiple research sources. The firm employs pre-developed asset-allocation models and customized strategies, favoring ETFs for tactical exposure, and maintains a formal referral compensation practice with disclosures to clients.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Smart Portfolios since 2005, following prior roles at Shield Investment Advisors, LLC and Morgan Stanley DW Inc. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients using a model-driven approach centered on five core strategies powered by a proprietary Dynamic Portfolio Optimization engine. The firm employs ETFs for tactical exposure, integrates multi-source research, and maintains a structured sub-advisory relationship with O’Shaughnessy Asset Management.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.