Opes Wealth Management, LLC

Tracie Southerland is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Opes Wealth Management since 2018 and previously at Opes Advisors, Inc. from 2004 to 2018. Outside of her advisory role, she is also a mortgage advisor at Amerihome Mortgage, where she originates mortgages. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and employs a customized portfolio approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term orientation.

Calvin Webster is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Equitable Advisors, Brandwatch, and several other companies across different sectors. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines portfolio oversight with financial planning, using a mix of fundamental, technical, and cyclical analysis to construct customized portfolios.

Louis Odette is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. He has worked at Opes Wealth Management since 2020 and previously spent nine years at Citigroup Global Markets. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines portfolio oversight with financial planning, using a blend of fundamental, technical, and cyclical analysis to construct customized portfolios primarily with mutual funds and ETFs.

Jeffrey Smith is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA, holding a Series 65 designation and 18 years of industry experience. His prior work includes roles at Crosscountry Mortgage LLC, Wells Fargo Bank, TIAA Bank, and Opes Advisors, Inc. Outside of advising, he is active as a senior mortgage advisor at Crosscountry Mortgage LLC. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines ongoing portfolio oversight with periodic financial planning and balance sheet analysis, utilizing customized portfolios primarily composed of mutual funds and ETFs with both fundamental and technical analysis.

Mark Duvall is a CFA® charterholder with 27 years of industry experience. He has worked at Opes Wealth Management, LLC since 2018 and previously at Opes Advisors from 2005 to 2018. He holds Series 63 and Series 65 licenses and is based in Menlo Park, CA. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts, managing approximately $665 million across several hundred client relationships. The firm offers customized portfolios primarily using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term investment approach alongside shorter-term trading when appropriate.

Kenji Bleicker is a CFP® professional at Opes Wealth Management, LLC with nine years of industry experience. He has been with Opes Wealth Management and its predecessor firm since 2007. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts. The firm manages approximately $665 million across several hundred client relationships, combining portfolio oversight with financial planning and balance sheet analysis through tiered service programs.

Nolan Solano is a financial advisor at Opes Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Opes Wealth Management since 2019. In addition to his advisory role, Solano is an independent mortgage broker involved in residential mortgage origination through HomeWise Capital Advisors. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs with a generally long-term orientation complemented by occasional shorter-term trading.

Ann Timoney is a CFP® with 18 years of experience in the financial industry. She has worked with Opes Wealth Management, LLC since 2019 and has been associated with Opes Advisors, Inc. since 2004. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, combining portfolio oversight with financial planning and balance sheet analysis.

Theodore Rossi is a financial advisor at Opes Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Opes Wealth Management since 2019, following a decade at Opes Advisors, Inc. Outside of his advisory role, he serves as CEO and CFO of Sage Financial Services, Inc., a mortgage banking firm. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and emphasizes customized portfolios using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Hwangmin Ki is a Series 65 licensed advisor with 14 years of industry experience, currently serving at Opes Wealth Management, LLC since 2019. Prior to this, he worked at Opes Advisors, Inc. for nine years. Outside of his advisory role, he is a Senior Mortgage Consultant at Wintrust Mortgage. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, combining ongoing portfolio oversight with periodic financial planning and balance sheet analysis.

David Savage is a financial advisor at Opes Wealth Management, LLC in San Diego, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Savage And Company Wealth Management, LLC for nine years before joining Opes Wealth Management. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines portfolio oversight with financial planning, using customized portfolios primarily composed of mutual funds and ETFs.

Michael Gallagher is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at The Family Wealth Consulting Group, Finance of America Mortgage, Commerce Home Mortgage, LoneStar Home Loans, and Opes Advisors. He is also involved as a mortgage advisor with Cross Country Mortgage. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines portfolio oversight with financial planning, using customized portfolios primarily composed of mutual funds and ETFs alongside fundamental, technical, and cyclical analysis.

Erin Whalen is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA, holding a Series 65 designation and 19 years of industry experience. She has been with Opes Wealth Management since 2018 and was previously with Opes Advisors, Inc. from 2011 to 2018. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships and employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios primarily using mutual funds and ETFs.

Lyla Kristina Bonilla is a financial advisor at Opes Wealth Management, LLC with a Series 65 designation and experience in the industry since 2021. Her prior roles include positions at Cambridge Associates and Kamehameha Schools. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term orientation.

Nicola James is a financial advisor with Opes Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. She has been with Opes Wealth Management since 2019 and previously worked at Opes Advisors from 2009 to 2018. Outside of her advisory role, she also works as a mortgage advisor for Cross Country Mortgage. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million and combines portfolio oversight with financial planning, using customized portfolios primarily composed of mutual funds and ETFs alongside fundamental, technical, and cyclical analysis.