Bryan Knutson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at South Cove Financial, LLC. He previously worked at Cutler Investment Counsel, LLC, Pacific Portfolio Consulting, LLC, LNW, and Morgan Stanley Dw Inc. His career spans roles across multiple firms specializing in investment management and financial planning. South Cove Financial primarily serves individuals and high-net-worth families on the West Coast, offering comprehensive financial planning and investment management across various account types. The firm manages portfolios internally on a fiduciary basis, using fundamental and technical analysis to incorporate both traditional and less common investments such as illiquid alternatives and pre-IPO positions, while also integrating insurance planning into its services.

Carolyn Horadan is a financial advisor at South Cove Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Crescita Capital LLC and Highland Private Wealth Management. South Cove Financial serves primarily West Coast individuals and high-net-worth families, providing comprehensive financial planning and investment management across various account types. The firm manages portfolios in-house using fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that include illiquid alternatives and pre-IPO investments.

Michael Sondheim is a financial advisor with South Cove Financial, LLC, holding a Series 65 designation and 11 years of industry experience. He has held advisory roles at South Cove Financial since 2019 and Pacific Financial Solutions since 2017. In addition to his advisory work, Sondheim volunteers as a presenter for the American Financial Education Alliance, providing financial education workshops. South Cove Financial serves primarily West Coast individuals and high-net-worth families with comprehensive financial planning and investment management. The firm manages portfolios internally using both fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that may include illiquid alternatives and pre-IPO positions.