Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.

Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and also works as a staff accountant providing tax services at Adam Financial LLP. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services integrating investment management, financial planning, family office support, and retirement plan advisory.