Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank & Trust Company and Wells Fargo Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separate managed accounts and pooled investment vehicles with an emphasis on fundamental research and long-term investment horizons.

Aniekan Archibong is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked at Capital Group Private Client Services since 2021 and was previously with Capital Bank & Trust Company from 2015 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a focus on fundamental research and long-term horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Zachary Walker is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding the Series 63 and Series 65 designations. He has eight years of industry experience, including two years at Alliance Bernstein and OneAmerica Securities prior to joining Capital Group in 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm’s investment process is based on fundamental research and long-term portfolio segmentation across multiple managers.

Jason Peacock is a CFP® affiliated with Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with Capital Group since 2023 and has prior experience at Capital One, Relay, Greenix, and Brigham Young University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager “Capital System” approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Steven Lucadamo is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. His prior roles include five years at Capital Bank and Trust Company before joining Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and alternative strategies.

J Barnes is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years with Capital Bank and Trust Company. He holds the Series 63 and Series 65 licenses. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and institutional clients. The firm uses a multi-manager investment approach focused on fundamental research and long-term horizons, typically implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Michael Schmid is a CFP® and CFA® with 14 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent 10 years at Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.

Yelena Vayner is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Bank and Capital Bank & Trust Company. She holds the Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, affiliated funds, and alternative investment vehicles.

Jonathan Taylor is a CFA® charterholder with 17 years of industry experience. He is currently with Capital Group Private Client Services, Inc., having joined the firm in 2025. Prior to this, he worked at City National Rochdale for six years and Merrill Lynch for twelve years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon.

Nicole Santaroni is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop and implement personalized financial strategies aligned with their goals. She emphasizes understanding her clients' needs as a foundation for her advisory approach. Nicole joined Fidelity Investments in 2020 and has held several positions within the company, including Financial Representative and Relationship Manager, before her current role as Investment Consultant that began in 2024. This progression reflects her growing experience in financial planning and client relationship management. Outside of her professional responsibilities, Nicole has personal interests that include barre, Pilates, and spending time with her pets.

Nicole Kisak is a CFP® certificant with 10 years of experience in the financial industry. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2022. Prior to that, she spent 15 years at City National Bank and City National Securities, Inc. She is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Marco Sementilli is a CFA® charterholder with 13 years of industry experience. He currently works at Capital Group Private Client Services, Inc. and previously held roles at Merrill Lynch, Pierce, Fenner & Smith, Inc./Bank of America NA, JPMorgan Chase & Co./JP Morgan Securities, LLC, and City National/CNR Securities, LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing portfolios through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm’s investment approach combines rigorous fundamental research with a multi-manager structure known as the Capital System.

Andrew Leary is a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC for 11 years before joining Capital Group in 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private-equity and alternative strategy funds.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Previously, he worked at PIMCO Investments and has experience in both investment management and academia. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and other clients using a multi-manager approach based on fundamental research and a long-term investment horizon.

Siobhan Morse is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. She previously worked at FMR, LLC / Fidelity Brokerage Services, LLC from 2020 to 2024 and holds a Series 66 designation. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the Capital System that combines separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

William Ford is a CFA® charterholder with eight years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with affiliated Capital Group entities from 2008 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds. The firm’s investment approach relies on fundamental research, a multi-manager system, and tax-aware techniques.

William Jenkins is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within various Capital Group entities since 2015, most recently joining Capital Group Private Client Services in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on rigorous fundamental research and long-term strategies. The firm utilizes separately managed accounts, affiliated mutual funds, and alternative investment vehicles to construct client portfolios.

Aaron Petersen is a CFP® professional with four years of industry experience, currently with Capital Group Private Client Services, Inc. based in Los Angeles, CA. He has been associated with Capital Group Private Client Services since 2000. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Samuel Dashiell is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, as well as corporate and pension clients. The firm uses a multi-manager approach and emphasizes fundamental research and long-term investing through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Janna Hahn is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 credentials. Her work history includes roles at American Funds and the Capital Group, as well as involvement with didwejustflipthat llc since 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative investments.