Patrick Mc Cann is a CFA® charterholder with two years of industry experience. He is currently with Spearhead Advisors, LLC, where he has worked since 2024. Prior to that, he held roles at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. Outside of his advisory work, Mc Cann is the founder and consultant of Brightwork Consulting, which provides solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and consulting services for retirement plan sponsors. The firm constructs tailored portfolios based on fundamental analysis, offers limited financial planning at no extra charge, and provides retirement plan fiduciary consulting through a small, focused team.

Samantha Dalby is a financial advisor at Spearhead Advisors, LLC with a Series 65 credential and four years of industry experience. Her work history includes roles at Spearhead Investments, Essential Trust Financial, Coto Insurance, and DaVinci Financial. Spearhead Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, retirement plan consulting, and limited financial planning integrated with investment management. The firm constructs individualized portfolios based on fundamental analysis of public securities and offers clients flexibility to impose investment restrictions.

Nicholas Pardini is a financial advisor at Spearhead Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Elevate Wealth Advisors, Davos Investment Research, and Parallax Volatility Advisors. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios along with retirement plan consulting and advisory services for held-away assets. The firm emphasizes fundamental security analysis and periodic portfolio reviews, implementing customized restrictions and using an independent custodian for trade execution and reporting.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.