Roxanne Theodoropoulos is a CFP® and holds a Series 66 license with 15 years of industry experience. She currently works at Capstonewealth and has previously been with Gradient Advisors, LLC and USAA Financial Planning Services. Outside of investment advisory, she is also active as an insurance agent specializing in Medicare, life insurance, and annuities through American Senior Benefits. Capstonewealth provides investment management primarily to individual clients using third-party strategist models through the Orion Portfolio Solutions platform. The firm operates mainly on a non-discretionary basis, making portfolio recommendations while clients retain final trade decisions.

George Theodoropoulos is a financial advisor at CapstoneWealth with a Series 65 designation and one year of industry experience. His prior roles include positions at ASB Financial and Penton Learning Systems, LLC. He is also an annuity producer associated with Signal Advisors in Detroit, MI. CapstoneWealth provides investment management to individual clients, including high net worth individuals, by utilizing third-party strategist model portfolios through the Orion Portfolios Solutions Strategist Program. The firm operates primarily on a non-discretionary basis, offering recommendations while clients retain final trading authority.