Sandbox Financial Partners, LLC

Daniel Christenson is a financial advisor at Sandbox Financial Partners, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sandbox Financial Partners since 2019, following a three-year tenure at Kelly Financial Services. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds individualized portfolios using a mix of active and passive mutual funds, ETFs, individual equities, and fixed income, and integrates financial planning into ongoing client relationships.

Brian Salcetti is a financial advisor at Sandbox Financial Partners, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandbox Financial Partners since 2018, following a three-year tenure at Wells Fargo Advisors Financial Network. Outside of advising, he has a 25% ownership interest in BALD LLC, a family pass-through entity. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a mix of active and passive strategies and emphasizes asset allocation, periodic portfolio review, and integrated financial planning within a multi-office team structure.

James Decosta is a financial advisor at Sandbox Financial Partners, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds individualized portfolios using a mix of active and passive investments and integrates financial planning into ongoing client relationships.

Frederick Bohlander is a financial advisor at Sandbox Financial Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC. Outside of his advisory role, he serves as a director of a homeowners association in Virginia. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a mix of active and passive investments, emphasizes asset allocation and portfolio review, and integrates financial planning into ongoing client relationships.

William Bruno is a financial advisor at Sandbox Financial Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance sales. Sandbox Financial Partners offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds individualized portfolios using a mix of active and passive funds, equities, fixed income, and alternative investments, and serves as an ERISA fiduciary for retirement plan clients when engaged.

Blake Millard is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Sandbox Financial Partners, LLC since 2021 and previously spent eight years at UBS Financial Services, Inc. in various roles. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs individualized portfolios combining active and passive strategies and integrates financial planning into ongoing client relationships.

Steven Scott is a financial advisor at Sandbox Financial Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for five years. Outside of his advisory role, Scott is a licensed insurance agent. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a blend of active and passive strategies, including mutual funds, ETFs, equities, fixed income, and alternative investments, and operates through a multi-office team structure managing approximately $575 million in client assets.