Seasoned advisors focused on pre-ipo planning in the US

Ross Almlie is a financial advisor with Future Bright and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has operated as a sole proprietor since 2003. His background includes roles at Future Bright since 2015 and Breadvault from 2010 to 2020. Outside of advisory work, he is an independent insurance agent and co-owner of Nouveau Logic, LLC, a company involved in referring leads to a financial education and software provider. Future Bright offers discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $109.6 million in discretionary assets. The firm emphasizes client-specific investment strategies primarily focused on equity securities, mutual funds, and ETFs, and serves a high number of clients per advisor through standardized processes.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.

Adam Cline is a Wealth Management Advisor with Merrill Lynch Wealth Management in the San Francisco office. He has been in the financial services industry since 2009 and joined Merrill in 2010. Adam works with affluent clients, including many C-suite executives and serial entrepreneurs, providing holistic wealth management strategies aimed at fostering positive long-term financial outcomes for his clients and their families. Adam’s expertise spans executive compensation, equity compensation services, liquidity management, retirement planning, and wealth preservation. As a member of the Corporate Benefits Advisory Services division, he focuses on wealth enhancement, transfer, and preservation, as well as charitable gifting and personalized strategies involving family wealth growth, trust and estate planning, and business succession. He also offers services related to stock option analysis, pre-IPO planning, and specialized lending solutions. He holds a Bachelor of Science degree in Political Economics from the University of California, Berkeley, and maintains securities licenses including the Series 7 and 66 FINRA registrations. Adam is a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Outside of his professional work, he volunteers with community organizations such as GLIDE, Habitat for Humanity, and the Sage Project. His personal interests include basketball, camping, golfing, hiking, scuba diving, surfing, swimming, yoga, traveling, and spending time with his family.

Anthony Reed is a CFP®-certified financial advisor with over 31 years of experience, currently serving at Millennium Investment Services. He has been involved with Millennium Investment Services since 1995 and also holds leadership roles in related asset management entities, including MIS Partners, LLC. Millennium Investment Services offers discretionary and non-discretionary investment management, financial planning, and concierge services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm focuses on a growth-oriented strategy emphasizing U.S. equities, mutual funds, ETFs, and derivatives, and manages both individual accounts and pooled investment vehicles.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.