Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.

Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.

Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.