Spinnaker Investment Group, LLC

Morgan Christen is a financial advisor at Spinnaker Investment Group, LLC with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior work includes roles at Galt Financial Group, Inc., Signature Resources Insurance & Financial Services, Inc., and Signature Resources Capital Management, LLC. Christen also works as an independent insurance agent, advising on accident and health, life, and variable contracts insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, utilizing an investment approach focused on asset allocation combined with fundamental and macro analysis.

Anika Wilson is a financial advisor at Spinnaker Investment Group, LLC with five years of industry experience. She holds a Series 65 designation and has been with Spinnaker since 2020. Prior to her advisory role, she worked with John Lee's Beach Volleyball Camp and attended Pepperdine University. Spinnaker Investment Group is a registered investment adviser that provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm emphasizes asset allocation combined with fundamental and macro analysis, managing portfolios primarily through mutual funds and ETFs alongside alternative investments for suitable clients.

Chase Eagan is a financial advisor at Spinnaker Investment Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and several other firms. Outside of his advisory work, he has operated Eagan's Regal Evergreens for ten years. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation and a combination of fundamental and macro analysis.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.

Anthony Puma is a financial advisor with Spinnaker Investment Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Spinnaker since 2016 and previously held roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management. From 2016 to 2021, he was involved with Police And Fire: The Fallen Heroes. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, using a blend of mutual funds, ETFs, and alternative investments with an investment approach focused on asset allocation and market efficiency.

Joseph Stapleton is a financial advisor with Spinnaker Investment Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including DMK Advisors, MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management. Outside of his advisory role, he serves as a City Councilman for Newport Beach. Spinnaker Investment Group is a registered investment adviser providing financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and certain institutional clients. The firm’s investment approach emphasizes asset allocation combined with fundamental and macro analysis, managing portfolios primarily through mutual funds and ETFs across discretionary and automated strategies.

Sonny Licata is a CFP® with nine years of industry experience, currently serving as an advisor at Spinnaker Investment Group, LLC. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, TD Ameritrade, and Scottrade. Spinnaker Investment Group provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm’s investment approach emphasizes asset allocation with a combination of fundamental and macro analysis, managing portfolios primarily through mutual funds and ETFs across discretionary and automated strategies.

Andrew Krongold is a financial advisor with Spinnaker Investment Group, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Stephen A. Kohn & Associates, Ltd., MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management LLC. Outside of investment advising, he is an independent insurance agent focusing on accident and health, life, and variable contracts insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, employing an investment approach that emphasizes asset allocation combined with fundamental and macro analysis.