Altruist Advisors LLC

Michael Laine is a CFP® with 42 years of industry experience, currently serving at Altruist Advisors LLC. He has previously worked at LPL Financial Corporation for 17 years. In addition to his advisory role, he owns Living Well Enterprises LLC, a sailboat charter business. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning services. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, implementing both proprietary and third-party model portfolios through its integrated technology platform.

Coleman Webb is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Altruist Advisors LLC and has previously worked at firms including Wells Fargo Clearing and Raymond James Financial Services. Outside of his advisory work, he owns and operates a podcast called The Exit Lab, which focuses on informational content, and a company named Limit Break 20 Entertainment LLC, specializing in social media and tabletop gaming reviews. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning through a team of Investment Adviser Representatives. The firm uses a combination of fundamental, technical, and quantitative analysis alongside model-based implementations accessed via the Altruist technology platform.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

Cameron Laine is a financial advisor at Altruist Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Cameron has been associated with Laine Wealth Management since 2017. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of six affiliated advisers. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and quantitative analysis along with a technology-driven approach for ongoing monitoring, rebalancing, and tax management.

Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.

Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.