High-net-worth advisors focused on tax-loss harvesting in Virgin Islands

Natalie Knight is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Mutual of Omaha Investor Services since 2017 and also has a background with Mutual of Omaha Insurance Company beginning in 2015. Outside of her advisory role, Knight is a board member of the Virgin Islands Government Workforce Development Board and serves as vice-president and secretary of the Dorothea View Home Owners Association. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions through a network of advisors who utilize approved third-party managers and model portfolios.

Lauren Brown is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She worked at BB&T Securities from 2014 to 2018 before joining Merrill in 2018. Outside of her advisory role, she consults for New Horizons Charters in St. Thomas, Virgin Islands, where she serves as a boat crew member and bartender. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Julito Francis is a financial advisor at ACSB Capital Management, LLC in St. Thomas, VI, holding a Series 66 designation with 21 years of industry experience. He has been with ACSB Capital Management since 2007. ACSB Capital Management provides investment advisory services to individual investors, plan sponsors, and institutional clients, focusing on non-discretionary portfolio management, pension consulting, and modular financial planning. The firm manages approximately $9.6 million in client assets and is notable for its pension consulting services alongside individual portfolio management, employing a flexible investment approach that includes fundamental and cyclical analysis.

Zurich Awes is a CFP® professional with 12 years of industry experience, currently serving as principal of Zurich Awes Financial Management, LLC since 2010. He provides strategic financial advice to small businesses through a related entity, Thor Strategic LLC, focusing on financial statement analysis, cost savings, and long-term valuation. Zurich Awes Financial Management, LLC serves individuals, trusts, pension and profit-sharing plans, and small businesses with customized asset management, financial planning, and pension consulting services. The firm uses a combination of portfolio theories and analysis methods, conducts regular portfolio reviews, and emphasizes continuous account supervision and educational outreach.

Steve Lowe is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Freedom Financial Advisors in St. Thomas, VI, and has prior work history including roles at Strategy Group VI, LLC and ORG Partners. Outside of his advisory role, he is the founder of EstateShield VI, a technology firm based in St. Thomas. Freedom Financial Advisors is a newly registered investment adviser that provides comprehensive financial planning, subscription-based plan implementation, and discretionary investment management. The firm serves individual clients such as professionals, business owners, and retirees, employing a value-based financial planning approach combined with portfolio construction grounded in Modern Portfolio Theory and digital portfolio strategies.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.