Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Benjamin Beverly is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Capital Cities Investments since 2011 and is also affiliated with Silver Oak Securities, Inc. Outside of his advisory role, he serves as a volunteer board member for a homeowners association and works as a life and long-term care insurance agent. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans. The firm employs a combination of active and passive asset-allocation strategies using mutual funds and ETFs, with portfolio monitoring and rebalancing typically conducted quarterly.

Thomas Pusser is a financial advisor at Capital Cities Investments with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Cities Investments since 2005. Pusser is also involved in the insurance business, researching, proposing, and selling life and long-term care insurance as part of financial planning. Capital Cities Investments serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans by offering portfolio management, financial planning, pension consulting, and access to Schwab Institutional Intelligent Portfolios. The firm constructs diversified portfolios using mutual funds and ETFs, emphasizing asset allocation and disciplined rebalancing tailored to each client’s needs.

Jacob Haigh is a financial advisor with Capital Cities Investments in Middlebury, VT, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Community Investment Counselors, Capital Cities Investments, and Triad Advisors, Inc. since 2008-2009. Outside of his advisory work, he manages a rental property in Salisbury, VT. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds and ETFs, and employs third-party platforms for model implementation and automated rebalancing.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

William Mauger is a financial advisor at Capital Cities Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Cities in various roles since 1995, including a six-year tenure at Limestone Capital Preservation Fund and Limestone Capital Advisers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting, using a combination of active and passive strategies with disciplined rebalancing and customized investment recommendations.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

George Mitchell is a Series 65–licensed financial advisor with Capital Cities Investments, where he has worked for six years. His prior experience includes seven years at CDP Electric. Outside of advising, he is also a licensed insurance agent with various carriers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting with a focus on diversified portfolios that combine active and passive strategies, employing disciplined rebalancing and tailored investment recommendations.

Robert Fjeld is a financial advisor at Capital Cities Investments with five years of industry experience. He holds a Series 65 designation and has worked at Community Investment Counselors and Capital Cities Investments since 2020. Outside of his advisory role, Fjeld serves as a Medication Delegate and Behavior Interventionist at Counseling Service of Addison County. Capital Cities Investments serves a diverse client base including individuals, trusts, and corporations, providing portfolio management, financial planning, and pension consulting. The firm constructs diversified portfolios using mutual funds and ETFs with a focus on asset allocation and disciplined rebalancing, tailoring investment recommendations to each client's suitability factors.

Stuart Stevens is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Capital Cities Investments. He has been with Capital Cities Investments since 2011 and also holds roles at Community Investment Counselors, Vermont Precision Stone, Inc., and Adecco. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a blend of active and passive asset-allocation strategies and utilizes third-party platforms for model implementation and automated rebalancing.