Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital Management in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates. The firm manages diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments, applying a long-term, fundamentals-based investment approach tailored to each client.

Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, with a focus on customized, fundamentals-based long-term investment strategies.

Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 21 years of industry experience. He previously worked at Steel Grove Capital Advisors, LLC for 20 years and Green Square Capital, LLC for 14 years. Saenger holds Series 63 and Series 65 licenses. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios utilizing low-cost mutual funds, ETFs, individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations.