Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

The distribution of alternative investments is undergoing a transformative shift driven by investor demand for diversification, regulatory changes, and the rise of digital platforms. As high-net-worth individuals, institutions, and retail investors increasingly seek exposure to alternatives like private equity and real estate, distributors must adapt their strategies to meet evolving expectations. Leveraging segmentation, personalized marketing, and digital tools are key to enhancing client engagement and streamlining processes. Furthermore, innovations such as blockchain, tokenization, and AI are revolutionizing access and efficiency, making these investments more accessible. By integrating data-driven insights and focusing on client education, firms can navigate this dynamic landscape and unlock new growth opportunities.

I'm excited to share a bit about my professional journey. Over the years, I’ve had the privilege of practicing Canadian income tax law, advising high-net-worth individuals, global families, and businesses on complex cross-border transactions. My work spans corporate tax planning, M&A, international trusts, and estates, all with a focus on helping clients navigate the intricacies of the Canadian tax system. With experience at global law firms, a background as an economist, and founding my own boutique tax practice, I’ve developed a unique perspective that combines legal expertise with economic insight. It’s been an incredibly rewarding journey, and I look forward to continuing to provide strategic tax solutions to clients around the world.

Excited to share my professional journey and the continued growth of Sterling Trustees LLC. For over 15 years, I’ve had the privilege of leading an independent, conflict-free trust administration company dedicated to helping high-net-worth families and foundations preserve their wealth for future generations. Our focus on objectivity and integrity sets us apart, allowing us to provide personalized, transparent services to our clients. Through my work with Sterling Trustees, WealthHub Solutions, and the South Dakota Trust Association, I remain committed to innovation in trust administration and wealth management. Thank you to all the clients and partners who have supported us along the way! Check out my executive biography to learn more about my journey and the values driving Sterling Trustees’ success.