David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. Outside of his advisory role, he provides baseball instruction to young clients through his business, David Randall Baseball Lessons. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with a model portfolio approach that incorporates tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Tracey Trapani is a financial advisor at Elevation Point Wealth Partners, LLC with 27 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Elevation Point Wealth Partners in 2024. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio approach that includes tactical asset allocation and third-party manager integration, along with advisory services that incorporate insurance and annuity solutions.

Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

James Malatos is a CFP® professional with 14 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. He serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs a model portfolio approach featuring tactical asset allocation and incorporates third-party managers, while also integrating insurance distribution and annuity servicing within its advisory services.

Scott Emerson is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America N.A., and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, utilizing model portfolios with tactical asset allocation and incorporates third-party managers, insurance distribution, and annuity servicing within its advisory services.