Michael O'Donnell is a CFP® with 22 years of industry experience, currently serving at MAI Capital Management, LLC since 2026. He previously worked at Chico Wealth LLC for 14 years and Purshe Kaplan Sterling Investments for six years. O'Donnell is a board member of the Enloe Foundation, where he assists with hospital fundraising activities. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Ryan O’Donnell is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at MAI Capital Management, LLC since 2026 and previously spent 14 years at Chico Wealth, LLC. In addition to his advisory role, he is an independent insurance agent for various insurance companies. MAI Capital Management, LLC provides a broad range of investment management and wealth services to individuals, families, institutional clients, and others, managing over $72 billion in assets. The firm offers customized portfolio strategies across multiple asset classes and serves as adviser to mutual funds and private investment vehicles while integrating financial planning and other services into many client relationships.