Mitchell Dunn, CFP® is a financial advisor and co-founder of Osprey Capital Partners, a boutique wealth management firm built on independence, clarity, and long-term alignment. With nearly a decade of experience advising high-net-worth families, entrepreneurs, and professionals, Mitchell combines strategic thinking with deep personal engagement to help clients simplify complexity and build lives of freedom and purpose.

Prior to founding Osprey, he served as Vice President and Portfolio Manager at Merrill Lynch and held advisory roles at Morgan Stanley. His practice focused on multigenerational planning, investment strategy, and navigating the intersections of tax, estate, and legacy.

Mitchell holds the CERTIFIED FINANCIAL PLANNER™ designation, Series 7 and 66 licenses, and earned his degree from the University of Colorado. He lives in Costa Mesa with his wife, Carlie, and their Corgi, Monty. When he’s not advising clients, he’s usually in the ocean, on the court, or chasing something meaningful.

Craig L Pelletier, CPA, PFS, is a financial and tax advisor with a bachelor's degree in Business Administration from Boston University, where he focused on finance, and a Master of Business Taxation from the University of Southern California. He is the managing partner at Pelletier & Leo, LLP, and is a co-founder at Osprey Capital Partners. Previously, he was a manager in PwC's Family Enterprise Advisory Services, where he worked on advisory and tax engagements for many of the richest families in the world.

Craig works with individuals, families, and business owners to create thoughtful, long-term strategies for tax consulting and estate planning. He specializes in tax-advantaged investment analysis to provide the highest possible after-tax returns.