Micah Wakefield is a financial advisor at TrueHaven Capital with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Swan Wealth Advisors, Inc. for eight years. He is also the managing member of several special purpose vehicles affiliated with his firm. TrueHaven Capital provides investment advisory and family office services to high-net-worth and non-high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis and offers a range of strategies, including long-term, income, and hedging approaches, while also managing alternative investments and private funds.

Jonathan Berry is a Series 65-licensed advisor with TrueHaven Capital in Richardson, TX, with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis, offering strategies that include long-term, income, and hedging approaches, and is notable for its structured Section 351 Exchange Program and involvement in alternative investments and private fund management.