Strategic Advocates, LLC

James Smith is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience. He is currently with Strategic Advocates, LLC, joining the firm in 2023 after prior roles at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Smith also operates various independent insurance agencies. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and retirement plan consulting. The firm employs diversified asset-allocation models and offers a broad investment toolkit, managing approximately 2,600 clients across six offices with a team of seven advisors.

Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.

Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Before entering the financial sector, he worked in the food service industry and was affiliated with the University of California, Davis. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models tailored to each client and offers a broad range of investment strategies, managing over 2,600 clients across six offices with a team of seven advisors.