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® with 21 years of industry experience, currently serving at MAI Capital Management, LLC since 2026. His prior roles include 14 years at Chico Wealth, LLC and positions at Cambridge Investment Research Advisors, Raymond James Financial, and Merrill. He is also an independent insurance agent for various companies. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutions, and professional athletes. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets.