Michael got into this work translating for his mother when she retired from Kaiser Permanente. That experience shaped everything. He's since helped professionals at PG&E, AT&T, Kaiser, Chevron, Northrop Grumman, Boeing, and Raytheon.

InvestmentNews Rising Star 2025, AdvisorHub 250 Advisors to Watch 2025, Hot List 2024, Founders Club 2025.

Nearly two decades bridging strategy, innovation, and leadership. Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc. 5000 fastest-growing fintech firm redefining wealth management by pairing advanced technology with real-world human expertise.

A frequent conference speaker and guest lecturer, Daniel is known for making complex financial and technological trends accessible, translating fintech and AI disruption into actionable strategy for leaders in business, nonprofit, and advisory sectors.

Sutanto has 20+ years in asset management. He was Co-Portfolio Manager at TIAA-Nuveen running institutional portfolios, and co-founded IndiCo Capital. MBA from Stanford, BS from UC Berkeley.

His focus: smart asset allocation, alternatives, and building portfolios that actually manage risk instead of just talking about it.

Dedicated to giving back, he currently sits on the Investment Committees of the University of Hawaii Foundation and the Honolulu Museum of Art, where he advises on endowment portfolios.

Ashton holds a JD and Master of Laws in Taxation from the University of Alabama. When you have questions about trusts, estates, or how to protect what you've built for your family, she's the one who digs into the details.

She handles trust structuring, complex beneficiary planning, and grantor trust strategies - the stuff that keeps your wealth where it belongs.

Stacey has 15+ years of experience, holds a CFP with Series 7, 63, and 65 licenses, and is the kind of person who makes sure nothing falls through the cracks.

She's the one making sure your plan is built right, every document is in order, and every step actually gets done. The behind-the-scenes person you'll be glad is on your team.

Alex leads investment strategy across the platform, building and implementing approaches that align with each client's goals. With over a decade of experience in portfolio management and investment analysis, he's managed complex portfolios as both a Chief Investment Officer and Due Diligence Officer.

His expertise spans stocks, bonds, and alternative investments. He stays close to market trends and regulatory shifts so the advice our clients receive is always current and informed.

Aaron is a licensed attorney (Florida and New York Bar) with a JD from Florida State and over 15 years advising organizations on strategic financial planning, investment guidance, and fiduciary stewardship.

He co-founded ClickPay, which became the largest payment processor in real estate before its 2019 acquisition by RealPage. He also serves on the board of the Planned Giving Council of Northeast Florida.