Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

Jeffrey Adema is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been affiliated with various Cardinal Point entities since 2018 and previously operated a personal limited liability company. He is based in Scottsdale, AZ. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Christina Artem is a financial advisor at Cardinal Point Wealth Management in Scottsdale, AZ, holding a Series 65 designation. She has seven years of industry experience, including roles at TD Wealth and RBC Phillips, Hager & North. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and offers cross-border U.S./Canada services.