Expert Advisory Network
Led by Michael Hartnett, our advisory network unites 15 senior analysts shaping institutional-grade insights
With combined experience of over 300 years and managing $1.6+ billion in assets, our expert team provides unparalleled guidance across all aspects of wealth management and investment strategy.
Michael Hartnett
Chief Investment Strategist, Bank of America
Known for pioneering quantitative analysis methods and deep understanding of market sentiment and cycles. Michael Hartnett has shaped the strategic direction of the club and provides members with exclusive access to institutional-level market insights.
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Richard Thompson
Senior VP of Wealth Management
25-year Wall Street veteran with experience at Morgan Stanley and Merrill Lynch. Specializes in comprehensive wealth management for high-net-worth families including retirement planning, tax strategies, and intergenerational wealth transfer.
💰 AUM: $180M
👥 Clients: $2M-$50M
🎯 Retirement • Tax • Estate Planning
Jennifer Mitchell
Registered Investment Advisor
Independent RIA founder specializing in financial planning for professional women and dual-income families. Expert in helping female clients create long-term wealth accumulation strategies while balancing family and career goals.
💰 AUM: $95M
👥 Clients: $500K-$5M
🎯 Women's Finance • Career Planning
David Chen
Full-Service Broker
Senior broker from TD Ameritrade focused on active traders. CMT-certified technical analyst using market trend analysis to help clients capture trading opportunities. Popular with tech professionals seeking active portfolio management.
💰 AUM: $55M
👥 Clients: $100K-$2M
🎯 Active Trading • Technical Analysis
Margaret Sullivan
Retirement Income Planner
30+ years retirement planning expert, formerly at Edward Jones. Specializes in helping clients aged 50-65 design retirement income strategies, maximize Social Security benefits, and plan for healthcare costs.
💰 AUM: $120M
👥 Clients: $500K-$3M
🎯 Retirement Income • Social Security
William Bradford III
Family Office Advisor
Elite family office advisor with legal background and CFA credential. Former Goldman Sachs PWM advisor specializing in complex family wealth structuring, multi-generation transfer, and charitable foundation management.
💰 AUM: $450M
👥 Clients: $10M-$500M+
🎯 Family Office • Philanthropy
Alex Rodriguez
Robo-Advisor Specialist
Fintech-focused advisor with experience at Betterment and Wealthfront. Specializes in technology-driven investment solutions for millennials, integrating robo-advisory platforms with human advice and ESG investing.
💰 AUM: $35M
👥 Clients: $50K-$500K
🎯 Algorithmic Investing • ESG • Crypto
Patricia Anderson
Fixed Income Advisor
Fixed-income specialist with PIMCO background, renowned in bond investing. Provides fixed-income portfolio management for retirees and conservative investors amid interest rate volatility.
💰 AUM: $140M
👥 Clients: $500K-$10M
🎯 Bond Investing • Yield Strategies
Robert Levinson
Tax-Efficient Advisor
Dual-qualified CPA and CFP focusing on tax-efficient investment strategies. Expert at the intersection of tax law and investment planning for high-income professionals including physicians, lawyers, and business owners.
💰 AUM: $85M
👥 Income: $300K-$2M
🎯 Tax Optimization • Charitable Trusts
Michael Stevens
Executive Wealth Advisor
Former Morgan Stanley executive wealth management team member. Specializes in equity compensation planning for tech and public company executives, including RSUs, ISOs, NSOs and post-IPO wealth diversification.
💰 AUM: $110M
👥 Clients: $1M-$20M
🎯 Equity Compensation • Stock Options
Sarah Martinez
ESG Investment Specialist
Pioneer in socially responsible investing, helping clients align values with investment goals. Expert in ESG rating systems and impact investment opportunities for nonprofits, foundations, and millennial investors.
💰 AUM: $70M
👥 Clients: $200K-$5M
🎯 ESG • Impact Investing • SRI
Dr. James Wilson
Healthcare Professional Advisor
Specialized advisor for medical professionals with deep understanding of doctors' unique financial needs. Expert in student loan management, practice sale planning, and asset protection for healthcare practitioners.
💰 AUM: $130M
👥 Clients: $500K-$5M
🎯 Physician Finance • Practice Planning
Linda Bennett
Certified Divorce Financial Analyst
Certified Divorce Financial Analyst specializing in protecting clients' financial interests through divorce. Works closely with attorneys to provide asset division analysis, QDRO handling, and post-divorce financial rebuilding.
💰 AUM: $45M
👥 Clients: $300K-$3M
🎯 Divorce Planning • Asset Division
Col. (Ret.) Thomas Baker
Military Financial Advisor
Retired Army Colonel with 30 years military service, now serving military families. Deep knowledge of TSP, BRS, VA benefits, and assists active-duty and retired service members optimize savings and transition to civilian careers.
💰 AUM: $65M
👥 Clients: $100K-$2M
🎯 Military Benefits • TSP • VA
Daniel Foster
Small Business Advisor
Former small business owner with deep understanding of entrepreneurs' financial challenges. Expert in helping small business owners build tax-efficient retirement plans and plan for business sale and succession.
💰 AUM: $80M
👥 Clients: $200K-$5M
🎯 Business Plans • Exit Strategy
Emily Thompson
Wealth Transfer Educator
Specializes in wealth transfer education for affluent families, focusing on cultivating financial responsibility in the next generation. Expert in family meetings facilitation and multi-generational financial literacy.
💰 AUM: $90M
👥 Clients: $1M-$20M
🎯 Family Education • Next-Gen Planning
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