Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Elevation Point Wealth Partners and Purshe Kaplan Sterling Investment in 2025. 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 using model portfolios with tactical asset allocation, incorporating third-party managers and private market opportunities.

Michael Bohn is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 25 years at UBS Financial Services. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and business entities, and employs a model portfolio approach with tactical asset allocation across various investment vehicles.

Linda Malin is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Elevation Point Wealth Partners, LLC since 2025. She previously worked for UBS Financial Services for 21 years. Outside of her advisory role, she is a board member of the Louisiana Chapter of the International Women's Forum, where she is involved in developing activities to foster women's leadership. 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 through model portfolio strategies that incorporate tactical asset allocation across various investment vehicles and third-party managers.

Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. 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, corporations, and other entities through programmatic offerings, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.