Robert Larsen is a financial advisor with Optima Capital LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience with prior roles at firms including Purshe Kaplan Sterling Investments and Royal Alliance Associates. Larsen is also president of Inheritance Management, Inc., and serves on the Deacon Board of Faith Baptist Church. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs tailored investment strategies that include ETFs, mutual funds, and model portfolios, and integrates analytical methods such as modern portfolio theory and technical analysis.

Kyle Harvey is a financial advisor at Optima Capital LLC with a Series 65 designation and three years of industry experience. He has held roles at Optima Capital and Robert Larsen since 2022, and previously worked in administrative and media positions from 2014 to 2022. Outside of advising, he serves as an office administrator for Robert Larsen, dedicating part of his professional time to administrative support. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETF and mutual fund portfolios, model portfolios, and multiple analytical methods, and is affiliated with Premier Network, offering additional financial industry services such as CPA, tax planning, and insurance.