Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Francisco Sanchez is a CFP® with five years of industry experience, currently serving at AWM Capital, LLC since 2024. Prior to joining AWM Capital, he worked at Capital Group for six years and Ameriprise Financial Services, Inc. for three years. He also served in the United States Army Reserve for eleven years. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services, including tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that incorporate mutual funds, ETFs, individual securities, and third-party managers.

Sophia Barclay is a financial advisor at AWM Capital, LLC with a Series 65 designation and experience at firms including Excellent Capital, Hudson Pacific, and CBRE. She began her professional career after attending the University of Alabama. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across a multi-team staff of 24 advisors. The firm emphasizes liability-driven investing and asset allocation, utilizing a range of investment vehicles and integrates comprehensive financial planning services including tax and estate planning.

Spencer Seid is a financial advisor at AWM Capital, LLC in Pasadena, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Hightower Advisors, Georgetown University, and Lavine, Lofgren, Morris, Engleberg CPA. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management along with comprehensive financial planning services such as tax, estate, and insurance planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing a variety of investment vehicles and conducts due diligence on separately managed accounts and private placements.

Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors, LBA Realty, and Ernst & Young. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Robert Peters is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at George Brown Sports Club and Retirement Nationwide. Before entering the financial industry, he was a student-athlete for six years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset-allocation strategies using mutual funds, ETFs, equities, bonds, and third-party managers.

Jack Shiebler is a Series 65-licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he held roles at All Bases Covered Sports Management and Crossroads Equipment Lease and Finance, and he attended Chapin University from 2022 to 2026. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, separate account managers, and private placements.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Incluso Capital, LLC, Goldman Sachs, and the USC Marshall School of Business. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services, including tax and estate planning, insurance analysis, and business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, third-party managers, and private placements.

Ethan Gahm is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining AWM Capital, he worked in various roles including positions at Blue Palm Cafe and Franco Realty Group. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach focused on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.