Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Christopher Wagner is a CFP® with 12 years of industry experience, currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior career includes roles at Kestra Financial Inc., SNS Financial Group, LLC, Vector Wealth Management, and Navpoint Financial, Inc. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a client-customized investment process supported by its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Sharon Calhoun is a CFP® and ChFC® with 12 years of experience in the financial advisory industry. She is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management in various capacities. Outside of her advisory work, she serves as an emergency medical technician (EMT). Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and specialized strategies such as option overlays and hedging.

Robert Bunting III is a financial advisor with BlueSpring Wealth Management, LLC in Lexington, KY, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kestra Financial Inc., Joule Financial, EMB Mortgage Group, Bluestone Title, and a period of self-employment. Vector serves individuals, business owners, trusts, estates, and retirement plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients through its Sojourn™ application and provides specialized strategies including custom option overlays and hedging for concentrated positions.

Terry Chiu is a CFP® and CFA® with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach supported by its proprietary Sojourn™ application and offers specialized strategies including option overlays and hedging for concentrated positions.

David Moser is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a customized investment process overseen by an Investment Committee and provides services including independent manager recommendations and specialized strategies for concentrated positions.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Lawrence Hansen is a financial advisor at BlueSpring Wealth Management, LLC in Roseville, CA, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Capital Planning Advisors and Kestra Financial Inc. He is also a partner and founder of Capital Independent Insurance Services, LLC, where he provides insurance protection plans to business and individual clients. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with discretionary and limited non-discretionary investment management, financial planning, and consulting. The firm offers customized investment strategies and access to independent managers and private placements tailored to client objectives.

Andrew Durant is a Series 65-licensed financial advisor with one year of industry experience, currently with BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial Inc., Joule Financial, LLC, and Storage Asset Management, as well as academic work at the University of Kentucky. BlueSpring Wealth Management serves a range of clients including individuals, business owners, and pension plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated positions.

Michael Sollazzo is a financial advisor with BlueSpring Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Capital Planning Advisors for 12 years before joining Kestra Financial Inc. in 2026. Outside of advisory roles, he is a partner and wealth management counsel at Capital Independent Insurance Services, LLC, where he provides insurance protection plan analysis. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is customized and iterative, utilizing a proprietary application and combining mutual funds, ETFs, individual securities, derivatives, and independent managers.

Deborah Mitchell is a CFP® and CFA® with 13 years of industry experience. She currently works at BlueSpring Wealth Management, LLC and previously spent 11 years at Bedell Frazier Investment Consulting before joining Kestra Financial, Inc. in 2026. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by a proprietary application and an Investment Committee, offering customized portfolios that include mutual funds, ETFs, individual securities, derivatives, and independent managers.

John Bina is a financial advisor at BlueSpring Wealth Management, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment policy process supported by its proprietary Sojourn™ application and provides specialized strategies such as custom option overlays and hedging for concentrated positions.

Joseph Grochowski is a CFP® and ChFC® with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has prior experience at Kestra Financial Inc., Vector Wealth Management, LLC, SNS Financial Group, and Purshe Kaplan Sterling Investments. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Jason Martin is a financial advisor with BlueSpring Wealth Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at firms including Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors LLC, Ameriprise, and Comerica Securities. In addition to advisory work, he is involved as an insurance agent with Capital Independent Insurance Services. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension plans, offering tailored investment management, financial planning, and retirement plan consulting supported by a structured investment process overseen by an Investment Committee.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

Michael Nesheim is a CFP® certificant with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has held prior roles at Kestra Financial Inc., Vector Wealth Management, SNS Financial Group, Ballast Advisors, and Ameriprise Financial. Nesheim is a managing member of Wayzata Advisors LLC, an entity that manages office lease and operating expenses. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s customized investment process incorporates mutual funds, ETFs, individual securities, derivatives, and independent managers, and includes specialized strategies such as option overlays and hedging for concentrated positions.

Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Suzanne Klapperich is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. Outside of her advisory role, she is involved in administrative duties supporting advisors at AdvisorNet Insurance, focusing on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting services. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including option overlays and ERISA fiduciary services for institutional clients.

Cameron Jamison is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. He previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, and Bedell Frazier Investment Counseling, LLC. Outside of his advisory career, he has been involved with the Lamorinda Water Polo Club for eight years. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes customized policies developed with clients and includes a range of strategies such as mutual funds, ETFs, individual securities, and specialized option overlay and hedging techniques.

John Ritter is a CFP® professional with 23 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior work includes roles at Kestra Financial Inc. and as principal of Ritter Daniher Financial Advisory, LLC for over two decades. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process using its proprietary Sojourn™ application and provides specialized services such as custom option overlays and hedging strategies for concentrated positions.

Michele Daniher is a CFP® with 10 years of experience in financial advisory. She is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans through discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process includes a customized policy developed with clients, combining various securities and specialized strategies, and it offers institutional retirement plan services and trustee options through an affiliated trust company.

Michael Harris is a financial advisor at BlueSpring Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management is a multi-team firm with 46 advisors that serves individuals, business owners, trusts and estates, and pension and profit-sharing plans. The firm provides discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting, employing a customized investment approach overseen by an Investment Committee.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Frazier is a financial advisor at BlueSpring Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm uses a customized investment process overseen by an Investment Committee and offers services such as discretionary investment management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities.

John Ritter is a financial advisor at BlueSpring Wealth Management, LLC in Austin, TX, holding a Series 65 designation and having one year of industry experience. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Westpoint Financial Group. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized strategies, including custom option overlays and independent manager recommendations.

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

James Mccarthy IV is a financial advisor at BlueSpring Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling LLC, Capital Planning Advisors, LLC, and Legacy Capital Management. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and provides specialized services including custom option overlay and hedging strategies.

Abraham Garcia is a financial advisor with BlueSpring Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors, Charles Schwab & Co., and JP Morgan Securities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee, combining various investment vehicles and offering specialized strategies such as custom option overlays and hedging for concentrated positions.

Logan Gilland is a CFP® with five years of industry experience, currently advising at BlueSpring Wealth Management, LLC. His prior experience includes roles at Kestra Financial Inc. and Joule Financial, as well as a year at GE Aviation. Vector serves individuals, business owners, trusts and estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including option overlays and hedging for concentrated positions.

Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Capital Planning Advisors, LLC, Bedell Frazier Investment Counselling, and Kestra Financial Inc. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

Ronda Koehler is a Certified Financial Planner® with 23 years of industry experience. She is currently with BlueSpring Wealth Management, LLC and previously worked for Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. BlueSpring Wealth Management serves a diverse client base including individuals, business owners, and pension plans, offering discretionary and limited non-discretionary investment management along with financial planning and retirement consulting. The firm utilizes a customized investment process supported by an Investment Committee and specializes in portfolios combining multiple asset types and strategies.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Ryan Robaugh is a CFP® licensed financial advisor with 14 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Donald Nielsen is a CFP® and CFA® with 10 years of experience in financial advisory roles. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Columbia Trust Company, Columbia Private Bank, Vista Oaks Realty, Aon Hewitt Financial Advisors LLC, Hewitt Financial Services LLC, and Edward Jones. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee, combining various investment vehicles and specialized strategies to meet client objectives.

Kaylie Wise is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

John Chang is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Morgan Stanley and Thomas Weisel Partners LLC. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm offers discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting, emphasizing customized investment policies and a range of portfolio strategies including mutual funds, ETFs, individual securities, derivatives, and independent managers.

Charles Gruys is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Fidelity in various advisory capacities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients, combining diverse asset types and offering specialized strategies such as option overlays and hedging for concentrated positions.

John Mooser is a financial advisor with BlueSpring Wealth Management, LLC, holding a Series 65 credential and no prior industry experience. His professional background includes roles at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, and other firms. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm’s customized investment approach incorporates a proprietary application and offers specialized strategies, targeting primarily higher-net-worth and institutional clients.

Lalith Tirumalasetty is a financial advisor at BlueSpring Wealth Management, LLC with a Series 65 designation. He has prior experience at Kestra Financial Inc., Bedell Frazier, and Lexus of Fremont, as well as a decade of experience in education. Vector serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and consulting. The firm’s investment process uses a customized policy approach supported by its proprietary Sojourn™ application and provides specialized strategies including option overlays and hedging for concentrated positions.

Allison Howard is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. She has previously worked at Kestra Financial Inc., Joule Financial, and Radwan, Brown & Company. Prior to her advisory career, she spent seven years at Chick-fil-A. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting tailored to higher-net-worth and institutional clients. The firm employs a customized investment approach overseen by an Investment Committee and provides specialized services including option overlay and hedging strategies.