Scott Butterfield is a financial advisor at Smithbrook, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. Smithbrook provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations, typically requiring multi-million dollar relationships. The firm employs customized investment policy statements and a directly indexed equity approach with options overlays, futures, and tax-sensitive execution techniques, focusing on a concentrated client program for bespoke service.

Jerry Peters is a CFA charterholder with 21 years of industry experience. He is currently with Smithbrook, LLC, where he has worked since 2021. His prior roles include positions at Laird Norton Wealth Management, Filament, LLC, Blackrock Financial Management, Inc., and Quellos Capital Management. Smithbrook serves high-net-worth individuals, trusts, estates, business entities, and charitable organizations, typically working with accredited investors and clients who meet multi-million dollar account minimums. The firm employs an individualized, policy-driven investment process that incorporates qualitative and quantitative analysis, and it notably uses derivatives and options within separately managed accounts.

Michael O'Hara is a financial advisor with Smithbrook, LLC in Bend, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. He has previously worked at Long Pond Capital, LP and StreetLinx Inc. Additionally, O'Hara is the founder of Kaizure, a consulting business providing advisory services related to trading operations, fintech solutions, and personnel recruiting for hedge funds and family investment offices. Smithbrook primarily serves high-net-worth individuals, trusts, estates, business entities, and charitable organizations, typically working with accredited investors. The firm employs an individualized, policy-driven investment process that incorporates derivatives and options within separately managed accounts, offering customized portfolio solutions with an emphasis on risk management and tax-sensitive strategies.