Sean Ray

Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

Kimberly Gonzalez is a financial advisor at Domestique Capital LLC with nine years of industry experience. She has been with Domestique Capital since 2016 and previously worked at Thomas, Edwards Group from 2011 to 2017. Gonzalez holds a Series 65 designation and is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital is a state-registered advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm employs a passive, asset-class investment approach enhanced by a dual-momentum overlay and offers additional services such as payroll processing and tax return preparation.

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Domestique Capital since 2016, following seven years at Cambridge Investment Research advisors, Inc. Gonzalez is also an independent insurance agent for various companies. Domestique Capital is a small, state-registered advisory firm serving individual and high-net-worth clients with individualized investment management and comprehensive financial planning. The firm uses a passive, asset-class portfolio approach combined with a dual-momentum overlay and offers supplemental services including payroll processing and tax return preparation.

Kerri Russ is a Series 65-licensed financial advisor at Bellingham Capital with 11 years of industry experience. She has worked at Bellingham Capital Management, Inc. since 2016 and previously worked at Level 5 Business Services. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm employs a primarily long-term, strategic asset-allocation approach with customized model portfolios, using fundamental and technical analysis to select securities.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.