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 20 years of industry experience. He has worked at Smithbrook, LLC since 2021, following prior roles at 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 offers customized investment policy statements and employs a directly indexed equity approach with an options overlay, incorporating derivatives and tax-sensitive execution techniques in its portfolio management.

Michael O'Hara is a financial advisor at Smithbrook, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Long Pond Capital, LP and StreetLinx Inc. In addition to his advisory role, he is the founder of Kaizure, where he provides consulting services to hedge funds and family investment offices on trading operations, fintech solutions, and personnel matters. Smithbrook primarily serves high-net-worth individuals, trusts, estates, business entities, and charitable organizations, focusing on accredited investors with multi-million dollar account minimums. The firm employs an individualized, policy-driven investment approach that incorporates derivatives and options within separately managed accounts, supporting customized portfolio management and consolidated reporting.