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Peter D

Series 63, Series 65

Apex, NC

Capital Financial Advisory Group, LLC

Peter D’arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Sofos Investments, Inc., EQIS Capital Management, Inc., Payne Capital Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he hosts financial radio shows aimed at financial professionals and CPAs, dedicating significant time to media-related activities. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm emphasizes customized financial plans and implements investment recommendations through selected third-party managers, offering ongoing monitoring without taking custody or direct investment discretion over client assets.

General retirement planning Retirement income strategy General tax planning Annuities
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Matthew S

Series 66

Apex, NC

Capital Financial Advisory Group, LLC

Matthew Scuderi is a financial advisor at Capital Financial Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Foundations Investment Advisors and Equitable Advisors. Outside of his advisory role, he is also active as an insurance producer, reviewing and proposing insurance and annuity solutions. Capital Financial Advisory Group serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides customized financial planning and advisory services, referring clients to third-party asset managers for portfolio management while also distributing insurance and annuity products.

General retirement planning Retirement income strategy General tax planning Annuities
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Bryson K

Series 65

Apex, NC

Capital Financial Advisory Group, LLC

Bryson King is a financial advisor at Capital Financial Advisory Group, LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Capital Financial and Insurance, LLC, Zunzibar, and Duckworth's. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients with financial planning and advisory services. The firm refers clients to third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody or direct discretion over assets.

General retirement planning Retirement income strategy General tax planning Annuities
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Parker H

ChFC®, Series 66

Apex, NC

Capital Financial Advisory Group, LLC

Parker Holland is a financial advisor at Capital Financial Advisory Group, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work history includes roles at Sofos Investments, Inc., EQIS Capital Management, Inc., and World Equity Group, Inc. Holland is also a licensed independent insurance agent in North Carolina, incorporating insurance products as part of his financial planning. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm uses a customized planning process and refers clients to select third-party managers without taking custody or direct investment discretion of assets.

General retirement planning Retirement income strategy General tax planning Annuities
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