With over 38 years of experience in the financial services profession, Mr. Kronvall has a background which includes regional bank management, wealth management, a registered investment adviser, audit and risk management, business consultancy, and expert witness testimony.
As a region manager in a Fortune 100 firm, his leadership scope included risk management, human resources, public relations, leadership, and management; functional areas of oversight including consumer and business loan portfolios, insurance and investment partners, and various other business lines of production.
As a wealth advisor he managed a credit and investment portfolio of over 2 billion in assets; revenues generated by these relationships was over 2 million dollars of annual revenue. He has worked with regulatory agencies, law enforcement, and international cross border issues. Mr. Kronvall has extensive asset and trust administrative experience. He holds a Certified Trust and Fiduciary Advisor designation from the American Bankers Association.
Additionally Mr. Kronvall has extensive experience in fraud investigation and financial crime cases, which includes both depositions and court testimony. He is an associate member of the Association of Certified Fraud Examiners and also a board of director of the Central Coast and Valley Chapter.
Mr. Kronvall is the Chief Executive Officer and Chief Compliance Officer of Wealth Innovation, a Registered Investment Advisory firm. He is a voting member of the Securities Expert Roundtable and a member of the membership development committee.
As an entrepreneur he has created several consulting companies which serve individuals, professionals and businesses. Mr. Kronvall is the treasurer of the Kauai Planning Action Alliance, member of the Montana Cattlemen's Association, and is developing a permaculture farm on the island of Kauai.
His personal compliance, legal, and credit worthiness are impeccable. Mr. Kronvall is an accomplished public speaker which includes several years of competitive speech and debate.
He is an experienced expert and material witness in both civil and criminal cases.
Mr. Taliaferro is a financial advisor and portfolio manager with over 35 years professional experience including serving as Senior Vice President for both Morgan Stanley and Wells Fargo Advisors. He has considerable experience working with ultra high net worth investors. Mr. Taliaferro has extensive supervisory experience including managing a branch complex of 55 financial advisors with in excess of $4 billion of assets under management.
Mr. Taliaferro holds a Certified Investment Management Analyst designation earned at the executive education division of the Wharton School. He also holds an Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He has frequently testified at arbitration and Superior court hearings as an expert on matters regarding asset allocation strategies, Modern Portfolio Theory, fiduciary duty and portfolio performance. He is a voting member of the Securities Experts Roundtable. Mr. Taliaferro also has a more in depth website, at Financial Advisor Expert Witness: https://www.financialadvisorexpertwitness.com/.
Mr. Robert Lawson has nearly 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial advisor, investment fiduciary, branch manager, securities, and options principal. He is the President and Chief Compliance Officer of Barrington Capital Management, Inc., a Registered Investment Advisory (RIA) firm he established in 1988. He also serves as the President and Managing Principal of Barrington Financial Consulting Group, Inc., a securities and insurance litigation consulting firm with experienced testifying and consulting experts.
Mr. Lawson proudly serves as a FINRA and NFA Arbitrator (FINRA Chair-Qualified) and a FINRA Mediator where he presides over industry and public disputes pertaining to breach of fiduciary duties, negligence, failure to supervise, misrepresentation, breach of contract, monetary damages, and employment issues. As an unbiased Arbitrator, he renders final and binding decisions after carefully weighing the facts of each case. As a skilled mediator, Mr. Lawson remains impartial and motivated to assist the parties in resolving their dispute from multiple perspectives. He promotes a productive and respectful environment to aid in the resolution of their dispute.
As a Securities & Insurance Expert Witness and Litigation Support Consultant, Mr. Lawson is retained by both claimants and respondents for FINRA arbitrations, mediations, and court settings. He speaks with clarity and precision and his expert opinions are founded upon his years of experience and thorough understanding of industry rules, standards of professional conduct, and the codes of ethics for the brokerage, investment management, and insurance industries. Retaining counsel is supported by extensive research, expert witness reports, persuasive testimony, and decades of industry, brokerage, supervisory and fiduciary experience.
Mr. Lawson is knowledgeable in the financial services industry with numerous nationally recognized certifications and has conducted over 500 presentations, CLE’s, and workshops for attorneys, financial services professionals, and individual investors.
James Earwicker has 30 years of finance, financial management and accounting experience with a unique combination of academic and professional experience, including corporate leadership level positions. He has experience with depositions, written statements, and court testimony.
Mr. Earwicker has held CEO and CFO roles in small and middle market firms, and was a Vice President at Wells Fargo Bank for nearly 24 years. He is also an Adjunct Professor in Finance for the School of Business Management at National University and routinely teaches courses in Business Finance, Corporate Valuation and Managerial Accounting.
He holds a BA in Physics and English from UC Santa Barbara and an MBA in Finance from San Diego State University.
Ms. Golabek is the Administrative Officer for Esoteric Advisors, coordinating operational and administrative functions. With over 12 years of experience in customer service, administration and management. She supports the team by providing essential logistical assistance, preparing proposals and client agreements, keeping the data systems up to date, and assisting with compliance oversight.
She works closely with the Esoteric Advisors team providing support and assisting with the coordination of various meetings and appointments, updating and maintaining office policies and procedures, and filing and organizing records and other important documentation.
Prior to her position at Wealth Innovation, Ms. Golabek served as a lead administrative coordinator for a fast paced medical office in San Diego. She continues to support that office part time and remotely from her home in Texas. Ms. Golabek continues her undergraduate studies and enjoys spelunking.