Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Robert Schreiber is a financial advisor with Capital Markets IQ, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Capital Markets IQ since 2013. Capital Markets IQ provides investment advisory and sub‑advisory services to a diverse client base, including individual and high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a multi-branch operating model and coordinating with an external network of professionals.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

Timothy Valik is a Series 65 licensed advisor with Capital Markets IQ, LLC, where he has worked since 2021. He has four years of industry experience and also serves as a high school math teacher at Passaic County Vocational High School. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies, offering both discretionary and non-discretionary portfolio management and alternative investment support.

Matthew Rabinowitz is a financial advisor at Capital Markets IQ, LLC with one year of industry experience. He holds a Series 65 designation and has a background spanning 20 years as a self-employed professional. Outside of his advisory role, he is the owner and managing director of several oil and gas companies and management services firms. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers a range of portfolio management and financial planning services, employing a multi-branch operating model with centralized supervision and collaboration with external professionals.

William Lawton is a financial advisor with Capital Markets IQ, LLC, holding a Series 63 designation and bringing 17 years of industry experience. He serves as Chairman and CEO of Seagate Global Group, a private investment and trading firm, and manages an affiliated company involved in box and paper recycling. Lawton is also a Senior Advisor with SeaSpire Advisors, LLC, where he provides advisory and consulting services. Capital Markets IQ, LLC delivers investment advisory and sub-advisory services to retail and institutional clients, including individuals, high-net-worth investors, and small businesses. The firm employs a multi-branch model with centralized supervision, offering portfolio management, financial planning, and consulting across a broad range of investment instruments.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

Ian Johnson is a financial advisor at Capital Markets IQ, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Center Street Securities, Pfs Investments Inc., and Massmutual. Outside of advisory work, he is part owner and CEO of Duck Energy Management LLC, an oil and gas production company, and owns Bering Capital LLC, both non-investment related businesses. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain non-U.S. and multinational clients. The firm utilizes a combination of fundamental and technical analysis along with proprietary strategies, offering a range of wealth management, financial planning, and alternative investment services.

David Mirkin is a financial advisor at Capital Markets IQ, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He also serves as a principal and consultant at 2Co EOR US LP, providing finance and energy consulting services, and is a part owner and CFO of Duck Energy Management LLC. Through 2Co, he provides outside CFO services to Noblestone Capital LLC. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, providing wealth management, financial planning, and consulting, including support for alternative investments and 1031 exchanges.

Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.

Jason Sayles is a financial advisor at Capital Markets IQ, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Capital Markets IQ since 2017. Outside of his advisory role, Sayles is a partner at Catapult Creative Consulting, LLC, a corporate training and consulting firm, and he is president and owner of Apex Wealth Consultants Inc., which provides business and administrative consulting services. Capital Markets IQ serves individuals, small businesses, plan sponsors, and select international clients with services including wealth and portfolio management, financial planning, and business consulting. The firm integrates fundamental and technical analysis with proprietary strategies and offers alternative and private investments primarily on a non-discretionary basis.

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Capital Markets IQ since 2016 and is also owner and vice president of Veracity Financial Services, where he serves as an investment advisor. Additionally, he is owner of Veracity Advisers LLC, which provides fixed insurance sales, business valuations, and CPA team-based consulting focused on tax planning, risk management, estate planning, and retirement needs. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension/profit-sharing plans. The firm offers a broad range of portfolio management and financial planning services, employing a multi-branch model that integrates external professionals and proprietary investment strategies.

Stephen Alinikoff is a financial advisor at Capital Markets IQ, LLC with 44 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Capital Markets IQ since 2017, following eight years at Prospera Financial Services, Inc. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and support for alternative and private investments.

Daniel Millman is a financial advisor at Capital Markets IQ, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as CEO of Noblestone Capital, LLC, which focuses on real estate investing and business consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Michael Dickerson is a financial advisor at Capital Markets IQ, LLC with 22 years of industry experience. He has been with Capital Markets IQ since 2017, following a one-year tenure at Carlton Hall Asset Management, LLC. He holds Series 63 and Series 66 designations. He is also the owner of Michael G Dickerson, LLC, which has not commenced operations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual, high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers portfolio management, financial planning, business consulting, and administrative services across a broad range of instruments, operating through a multi-branch model with centralized supervision and coordination with external professionals.