William Wilson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2020 and SC Capital Advisors since 2015. Outside of his advisory role, Wilson serves as a high school football official and works seasonally as a food and beverage distributor at music festivals. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal and third-party strategies tailored to client objectives.

Dana Crosby is a CFP® and CFA® with 12 years of experience in the financial industry. She currently works at Belpointe Asset Management LLC and has also been affiliated with Sc Capital Advisors since 2011. Outside of her advisory role, she serves as a high school football official. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.