Lawrence Rutherford is a CFP® professional with 19 years of experience in the financial industry. He has been with Yosemite Capital Management since 2008. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and conducts manager due diligence before recommending third-party advisers.

Amy Zwaan is a Series 66 licensed financial advisor at Yosemite Capital Management with 21 years of industry experience. She previously worked at Alexander Capital LP and WealthPLAN Partners, among other firms. Outside of advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance plans. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management and financial planning services, typically managing accounts on a discretionary basis using model risk profiles and a mix of ETFs, mutual funds, and third-party managers, including access to private fund investments for qualified clients.

Paul Heckler is a financial advisor at Yosemite Capital Management with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Yosemite Capital Management since 2001. Outside of his advisory role, he is a partial owner and co-manager of INTRUST Investment Management, Inc., which manages a private real estate fund recommended to certain clients. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, employing discretionary account management with model risk profiles and a formal third-party manager selection process.

Ronald Hudspeth is a financial advisor at Yosemite Capital Management with 30 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Yosemite Capital Management in 2019. He holds Series 63 and Series 65 licenses. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a process that includes fundamental and technical analysis.

Benjamin Beckstead is a Series 65-licensed financial advisor with over 16 years of industry experience. He has worked at Yosemite Capital Management since 2024 and previously held positions at Money 360 and 48 Capital. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach focused primarily on ETFs and mutual funds, and it also offers private real estate fund opportunities to qualifying clients.

David Leckey is a PFS™ credentialed advisor at Yosemite Capital Management with two years of industry experience. He previously operated David Leckey CPA, Inc. DBA Diversified Tax and Accounting for seven years and worked at DVM Management for ten years. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach primarily focused on ETFs and mutual funds and also offers private real estate fund opportunities to qualifying clients.

David Jones is a CFP® with 20 years of industry experience, currently serving as an advisor at Yosemite Capital Management since 2012. He previously worked at Securities Equity Group from 2005 to 2017. Jones also teaches business law classes intermittently at Concordia University. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and performs due diligence on third-party managers, managing approximately $340 million as a team of five advisors.