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William S
CFP®, Series 63, Series 65
Greenwood Village, CO
Capital Investment Advisors, LLC
William Skiles is a CFP® with seven years of industry experience, currently advising at Capital Investment Advisors, LLC. His career includes roles at Personal Capital Advisors Corporation, Empower Advisory Group, and American Family Insurance. He served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based models and specialized offerings such as family-office style services, pension consulting, and executive compensation analysis.
Michael P
CFA®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Michael Parsons is a CFA® charterholder with 18 years of industry experience. He is currently with Capital Investment Advisors, LLC, where he has worked for four years. His prior experience includes roles at RBC Capital Markets, UBS Financial Services, and Lehman Brothers Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach combined with integrated financial planning and access to specialized services, including family-office style offerings and pension consulting.
Justyn G
Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Justyn Grady is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with three years of industry experience. He holds the Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management using a structured, ETF-based approach tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.
Min Jian Y
CFP®, ChFC®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Min Jian Yang is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Capital Investment Advisors, LLC and previously worked at Northwestern Mutual Wealth Management and Bass Underwriters LLC. Outside of finance, he has experience in the logistics and food service industries. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.
Troy T
CFP®, Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Troy Tomczak is a CFP® professional with five years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior work includes roles at Invesco and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines integrated financial planning with discretionary portfolio management, employing a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, and offers specialized services including pension consulting and executive compensation analysis.
Chase T
Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Chase Turner is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The American College of Greece. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.
John D
Series 65
Atlanta, GA
Capital Investment Advisors, LLC
John Doverspike Jr. is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include seven years at Ronald Blue Trust and two years at Ronald Blue & Co., along with two years at the Georgia Center for Opportunity. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers, supported by in-house tax and estate planning strategists.
Kevin R
CFP®, Series 65, Series 66
Tampa, FL
Capital Investment Advisors, LLC
Kevin Rodgers is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His career includes roles at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, ETF-based model portfolio approach, with access to specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.
Chase S
Series 65
Tampa, FL
Capital Investment Advisors, LLC
Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has held roles at Deep South Lacrosse, Seminole State College, Island Wing Company, Saint Leo University, and Lake Mary High School. Capital Investment Advisors is a multi-team investment adviser that serves individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, ETF-based model portfolio approach tailored to client needs, supported by in-house tax and estate planning specialists.
Michael D
Series 66
Greenwood Village, CO
Capital Investment Advisors, LLC
Michael De La Garza is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Perry Investment Solutions, LLC, Bank of America, N.A., and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, structured portfolio approach with ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.
Mitchell R
Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Invesco and Voya Investment Management. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, supported by in-house tax and estate planning specialists.
Rafael T
CFP®, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior roles include positions at Wela Strategies, Inc., Maverick Trading, and University of Alabama at Birmingham. He also has experience with tennis academies, including the Universal Tennis Academy and Birmingham Tennis Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, and institutional clients. The firm employs a centralized, ETF-based portfolio approach combined with integrated financial planning and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.
Wesley M
CFP®, Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Wesley Moss is a CFP® professional at Capital Investment Advisors, LLC with 27 years of industry experience. His career includes roles at UBS Financial Services, Prudential Equity Group, and a long tenure at Capital Investment Advisors since 2010. He is also a host of the Money Matters radio show and an author of retirement-related books. Additionally, he is involved in media through Atlanta Media Company, LLC, and holds a passive interest in a media consulting firm. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management with specialized services such as family-office style support and pension consulting, using a structured ETF-based portfolio approach tailored to client needs.
Benjamin E
CFP®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Benjamin Ezrine is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2023. His prior roles include positions at E*TRADE Capital Management, LLC, Valic Financial Advisors, and Equitable Advisors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based models and specialized third-party managers, supported by in-house tax and estate planning strategists.
James M
CFP®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
James Mack is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Capital Investment Advisors, LLC, having previously worked at Synovus Securities Inc. and CREATIVE Financial Group among others. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based portfolio approach, supported by in-house tax and estate planning specialists and specialized services including pension consulting and executive compensation analysis.
Curt K
Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Curt Klein is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Capital Investment Advisors since 2010 and previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.
Charles L
CFP®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Charles Lowe is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Capital Investment Advisors, LLC since 2017 and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of an LLC that handles administrative and operational aspects of a long-term land lease. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management with specialized services including family-office style offerings, pension consulting, and executive compensation analysis, utilizing a centralized ETF-based portfolio approach tailored to client needs.
Ryan C
CFP®, CFA®, Series 66
Phoenix, AZ
Capital Investment Advisors, LLC
Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He currently works at Capital Investment Advisors, LLC and previously held roles at The Vanguard Group and USAA Financial Planning Services. Capital Investment Advisors, LLC serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm uses a centralized portfolio approach with ETF-based models and offers specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.
Miller M
CFP®, Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Miller Majors is a CFP® professional with six years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has held prior roles at Safe-Guard Products International, Regions Securities, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios, integrates financial planning with portfolio management, and offers specialized services including pension consulting, executive compensation analysis, and access to private investments.
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