Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

John Mcentire is a CFA® charterholder with 14 years of experience in the financial industry. He has worked at Venturi Private Wealth since 2018 and previously held roles at J.P. Morgan Securities and JPMorgan Chase & Co. from 2008 to 2018. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, employing a wide range of investment vehicles and conducting ongoing due diligence through an internal Investment Committee.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.

Richard Banks is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Venturi Wealth Management, LLC since 2016. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and utilizes a tailored investment approach overseen by an internal Investment Committee.

Russell Norwood is a Certified Financial Planner (CFP®) with 34 years of industry experience and has been with Venturi Private Wealth since 2015. He is based in Boise, Idaho, and holds Series 63 and Series 65 licenses. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers tailored portfolios with ongoing due diligence and integrates family office and CFO services alongside traditional wealth management.

Cole Edmiston is a Series 66-licensed financial advisor at Venturi Private Wealth with nine years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2017 to 2019 and began his career after graduating from Baylor University. He has been with Venturi Wealth Management since 2019. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm combines discretionary and non-discretionary portfolio management with tailored investment strategies and offers an affiliated private-fund platform alongside consolidated reporting and CFO services.

George Clark is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Venturi Wealth Management, LLC since 2015. Venturi Private Wealth provides investment management, comprehensive financial planning, and family office services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs both discretionary and non-discretionary portfolio management, leveraging a range of investments and an internal Investment Committee for due diligence and monitoring, while also integrating family office and CFO services following its acquisition by The Caprock Group.

Rachael Wyatt is a financial advisor at Venturi Private Wealth with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Wyatt has been with Venturi Private Wealth since 2020. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a tailored investment approach with both discretionary and non-discretionary portfolio management supported by an internal Investment Committee.

Alexander Clendennen is a CFP® professional with 14 years of industry experience, currently serving at Venturi Private Wealth since 2016. He is an advisory board member of The Missy Project, a charitable organization focused on fundraising and outreach. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to high-net-worth individuals, families, and institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and operates an affiliated private-fund platform alongside its wealth management services.

Matthew Maxcy is a financial advisor at Venturi Private Wealth in Boise, ID, with six years of industry experience. He holds a Series 65 designation and previously served nine years in the U.S. Army. Maxcy also completed an MBA at the University of Texas before joining Venturi in 2020. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored, holistic approach to portfolio management and provides both discretionary and non-discretionary services, supplemented by private fund management and family office capabilities.

Emily Mc Cracken is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 66 designation with six years of industry experience. She has worked at Venturi Private Wealth since 2021 and has prior experience at Northwestern Mutual and MassMutual. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment approach, utilizing mutual funds, ETFs, individual securities, options, and third-party managers, and provides both discretionary and non-discretionary portfolio management along with specialized family office and CFO services.

Kent Mitchell is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 22 years of industry experience. He worked at Bank of America and Merrill from 2012 to 2019 before joining Venturi Wealth Management in 2019. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base including individuals, high-net-worth families, and institutions. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside unique family office and consolidated reporting services.

Christopher Creed is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Venturi Private Wealth in Boise, ID. He has worked at Venturi Wealth Management, LLC since 2018 and previously at Northern Lights Distributors, LLC and Afam Capital, Inc. from 2013 to 2018. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and CFO/bill-pay services.

Nicholas Zinsmeyer is a financial advisor at Venturi Private Wealth with a Series 65 designation and one year of industry experience. His prior background includes work at the University of Texas and San Antonio Christian School. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals and high-net-worth families. The firm employs a tailored investment approach supported by an internal Investment Committee and also operates a private-fund platform integrated with The Caprock Group’s platform.

Joey Sager is a financial advisor with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.

Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.

Donovan Shekhdar is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation. He joined Venturi Wealth Management in 2024 and has prior experience at Kestra Financial and other roles outside the industry. Venturi Private Wealth offers investment management, financial planning, and family office services to individuals, high-net-worth families, trusts, and various institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and provides both discretionary portfolio management and comprehensive advisory solutions.

Nicolas Ramirez is a financial advisor at Venturi Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Northmarq and spent four years at Texas A&M University. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, and corporations. The firm employs a tailored investment approach overseen by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and private fund advisory services.

Hannah Katzenstein is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation with one year of industry experience. She joined Venturi Private Wealth in 2024 after completing her studies at Tulane University. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm implements tailored portfolios and offers discretionary and non-discretionary portfolio management alongside CFO and consolidated reporting services.

Grant Kinchen is a financial advisor at Venturi Private Wealth with 10 years of industry experience. He has previously worked at Bank of America and Merrill. Kinchen holds a Series 66 designation and is based in Boise, ID. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary and non-discretionary portfolio management, along with specialized services such as consolidated reporting and private fund management.