David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

Stephen Levin is a financial advisor with CoreCap Advisors holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Texas Private Wealth and LPL Financial and has been associated with RJP Estate Planning for six years. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as retirement plans and institutional accounts. The firm offers discretionary portfolio management, financial planning, and access to various sub-advisors, employing a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

James Speir is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with Corecap Advisors and has worked at Convergence Financial Advisors since 2012 and at Speir Financial since 2002. In addition to his advisory work, he is an independent insurance agent. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and frequently working with sub-advisors and third-party asset managers.

Parker Wine is a financial advisor at CoreCap Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments for four years. His background also includes roles at LaSalle University and the Jim McLean Golf Center. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options and short sales.

James Gundling is a financial advisor at CoreCap Advisors with one year of industry experience. He holds the Series 65 designation and previously worked with Cooper, Adel, Vu Financial and the Cleveland Cavaliers. His background includes roles in financial services and client account management. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Steven Seibel is a financial advisor at CoreCap Advisors with 42 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Prior to joining CoreCap Advisors in 2017, he worked at Capital Synergy Partners, Inc. from 2011 to 2017. Outside of advisory work, he is the owner and agent of Lake Country Insurance & Financial Services, serves as president of the Nagashotah Shores Homeowners Association, and is an appointed member of the Lake Country Fire Commission. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Scott Marion is a financial advisor at Corecap Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, Scott serves as an Associate Marketing Director and financial coach at Capital Choice Financial Services, where he provides guidance on debt management, savings, investing, insurance, and retirement income protection. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term, relationship-oriented strategies utilizing mutual funds, ETFs, equities, and bonds.

Megan Stack is a financial advisor at CoreCap Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a significant tenure at Fidelity Investments and roles at Fidelity Personal and Workplace Advisors before joining CoreCap Advisors. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Daniel Weingartner is a CFP® with 17 years of industry experience, currently with CoreCap Advisors. His prior experience includes roles at NYLIFE Securities LLC, The Prudential Insurance Company of America, and TD Ameritrade. He also supports the tax team at Cooper Adel Vu Financial as an IRS Enrolled Agent during tax season. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and long-term, focusing on mutual funds, ETFs, equities, and bonds, while overseeing sub-advisors and offering tax-efficient strategies.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its investment strategy.

Renaurd Reynolds is a financial advisor with CoreCap Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at CoreCap Investments, Guideline Wealth Management, Ameritas Investment Corp., Spartan Financial Group, and Capital Choice Financial Services. Outside of advisory work, he provides tax and accounting consulting services through his CPA practice. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales, often incorporating sub-advisors and third-party asset managers.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Steven Conners is a financial advisor at CoreCap Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, and Morgan Stanley. Conners also operates Conners Wealth Management, where he is involved in insurance sales focused on life insurance, indexed annuities, long-term care insurance, and Medicare supplements. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management and financial planning services. The firm emphasizes a long-term, relationship-oriented approach and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and bonds, along with access to third-party sub-advisors.

James Gillikin is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at CoreCap Investments, Ameritas Investment Corp., and Capital Choice Investment Advisers, Inc. He also owns Capital Choice of the Carolinas, where he offers life and health insurance services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across multiple asset classes and maintains oversight of affiliated entities and sub-advisors.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Thomas Ankrom is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. In addition to advisory work, he owns and operates Ankrom Tax Preparation, providing income tax preparation services since 1992. CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, bonds, and selective options strategies, while managing multiple ownership and affiliate relationships.