Adam Blumberg is a CFP® certificant with 13 years of experience in the financial industry. He is co-founder and CEO of Interaxis, a firm that educates financial professionals about digital assets, and also serves as a vice president with Private Circle, LLC, which provides family-office services to high-net-worth individuals. He currently works at Protocol Wealth, LLC and has held roles at Chart Wealth Management, Cambridge Investment Research, and Mass Mutual Investors Services. Protocol Wealth, LLC serves individuals—including high-net-worth clients—and entities involved in digital-asset projects, offering portfolio management integrating traditional securities and digital assets, along with financial planning and consulting. The firm employs tailored strategies combining long-term traditional allocations with onchain activities such as staking and yield strategies, using AI tools and sub-advisers to support its offerings.

Jason Leupold is a financial advisor at Protocol Wealth, LLC in Denver, CO, holding Series 63, 65, and 66 licenses with 11 years of industry experience. His career includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others. Outside of his advisory work, he has been involved with Offchain Global since 2022. Protocol Wealth serves individuals, founders and early holders of digital-asset projects, decentralized organizations, businesses, trusts, and certain pension and profit-sharing plans. The firm offers tailored portfolio management and advisory services combining traditional securities with digital asset strategies, including staking, liquidity provision, and derivatives, while utilizing AI tools and providing flexible billing arrangements.