Bud Lavery is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capstone Wealth Partners in Reno, NV, where he has worked since 2023. His prior experience includes roles at San Diego Wealth and several other organizations dating back to 2015. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive, low-cost index funds and ETFs with selectively used active managers and mutual funds, supported by individualized investment policy statements and quarterly reviews.

Ryan Sheppard is a ChFC® and holds a Series 66 license with 18 years of industry experience. He has been with Capstone Wealth Partners in Dublin, Ohio since 2010. Outside of his advisory role, he is the majority owner of The Ohio Political Network, LLC, a company that provides telecommunication technology to political campaigns and elected officials. Capstone Wealth Partners serves individual, high-net-worth clients, and businesses by offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive index funds and ETFs with selective active management, emphasizing college-focused planning services and software.

Joseph Messinger is a financial advisor with Capstone Wealth Partners in Sarasota, FL, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 20 years of industry experience and has been with Capstone Wealth Partners since 2010. Messinger is also co-founder and CEO of College Aid Pro, a company providing financial aid planning software, and co-owner of Capstone College Partners, Ltd., which supports college-focused financial planning through education and consulting. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, third-party money manager access, and comprehensive financial planning. The firm combines passive, low-cost index funds and ETFs with selective active management, emphasizing college-focused services supported by proprietary planning tools and software.