Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Patrick South is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 22 years of industry experience and has been a Managing Director and owner of SRS Investment Services, LLC since 2012, a partnership through which he collectively manages advisory efforts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management, and utilizes both internal and external investment approaches with some performance-based fee arrangements.