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.

Benjamin Robinson is a financial advisor with Elevation Point Wealth Partners, LLC, bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Oneamerica Securities, and The Robinson Investment Group, LLC. He serves as a board member for the Acadiana Community Tennis Association, a non-profit organization. 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 and emphasizes model portfolios with tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

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 36 years of industry experience, currently affiliated with Elevation Point Wealth Partners, LLC. She previously spent 21 years at UBS Financial Services. In addition to her advisory work, she serves on the board of the Louisiana Chapter of the International Women's Forum and participates in charitable fundraising activities in Lafayette, LA. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and trusts, using a model portfolio approach that incorporates tactical asset allocation and third-party managers across various investment vehicles.

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.