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Brittany M

Series 65

Hickory, NC

Sollinda Capital Management LLC

Brittany Macchia is a financial advisor with Sollinda Capital Management LLC, holding a Series 65 designation. She has 10 years of experience at Mumy Financial. Sollinda Capital Management LLC is a discretionary investment adviser that provides portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a range of systematic and discretionary strategies and manages approximately $1.016 billion in regulatory assets.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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William M

Series 63, Series 65

Roland, AR

Sollinda Capital Management LLC

William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. Prior to joining Sollinda in 2024, he worked for Dell Technologies for 10 years. He operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment activities. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and uses a range of liquid public securities, managing accounts primarily on a discretionary basis with attention to allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Christopher C

Series 63, Series 66

Savannah, GA

Sollinda Capital Management LLC

Christopher Cowan is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Saxony Securities, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory role, Cowan is involved in non-investment businesses including guided fishing and hunting trips through Cowan Farms and operates an accounting, tax, and consulting firm, Brouillette & Cowan Inc. Sollinda Capital Management LLC provides discretionary portfolio management and financial planning services to individuals and profit-sharing plans, including high-net-worth clients. The firm employs a variety of systematic and discretionary investment strategies and manages approximately $1.016 billion in assets, offering customized programs without a stated account minimum.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Andrew Rader is a CFP® with 13 years of industry experience, currently serving as an advisor at Sollinda Capital Management LLC. His prior work includes roles at Capital Investment Group, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory duties, he owns EIPO, LLC, a residential rental property business. Sollinda Capital Management LLC is a discretionary investment adviser managing over $1 billion in regulatory assets, serving individuals and profit-sharing plans with a variety of systematic and discretionary strategies. The firm offers tailored portfolio management and financial planning, employing diverse analytical methods and investment vehicles.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Howard W

Series 65

Bentonville, AR

Sollinda Capital Management LLC

Howard Whatley is a financial advisor at Sollinda Capital Management LLC with a Series 65 credential and one year of industry experience. He is also an attorney and sole owner of Generations Legal Group, a legal services firm, and operates The Elder Law Coach, a business providing legal training and mentoring to attorneys in elder law. Additionally, he is a partner in Artisan Wines and Spirits, a wine and spirits distributorship. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and managing accounts primarily on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Ryan Mumy is a CFP® with 22 years of industry experience and is currently with Sollinda Capital Management LLC. He has held roles at Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among others. Outside of his advisory work, he serves as a board member for the nonprofit New Beginnings Hickory and is involved in several non-investment-related business ventures including farming activities and a health-focused restaurant investment. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily uses liquid public securities, managing accounts on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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William S

Series 66

Guyton, GA

Sollinda Capital Management LLC

William Stamper is a financial advisor at Sollinda Capital Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Sollinda, he held roles at Saxony Securities, Legacy Financial Partners, and worked as a bartender at Hawthorn Bar and Lounge. Stamper’s outside activities include bartending at Hawthorn Bar and Lounge. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies and offers tailored programs without a stated account minimum.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Marianne B

Series 63, Series 65

Savannah, GA

Sollinda Capital Management LLC

Marianne Brouillette is a financial advisor at Sollinda Capital Management LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Investment Advisory Services, LLC and Saxony Securities, Inc. In addition to her advisory work, she owns and operates Brouillette & Cowan Inc., a tax accounting and consulting business. Sollinda Capital Management LLC provides ongoing portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies and offers sub-advisory services as well as multidisciplinary professional roles among its team.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Gordon J

Series 65

Little Rock, AR

Sollinda Capital Management LLC

Gordon Jensen is a financial advisor with Sollinda Capital Management LLC, holding a Series 65 designation and ten years of industry experience. He previously worked at BRS Financial LLC and BRS Consulting Inc from 2016 to 2024. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary strategies using ETFs, mutual funds, fixed income, and other vehicles, managing over $1 billion in assets as of late 2025.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Amber H

Series 65

Midland, GA

Sollinda Capital Management LLC

Amber Hinds is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked previously with Capital Investment Advisory Services, LLC, and Eldercare Financial/America's First Financial. Hinds is also the president and founder of ASHBER, LLC, an insurance agency specializing in Medicaid compliant annuities and long-term care solutions. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm offers a range of systematic and discretionary investment strategies and provides tailored portfolio management and financial planning services.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Kenneth C

Series 63, Series 65

Savanah, GA

Sollinda Capital Management LLC

Kenneth Cowan is an investment advisor at Sollinda Capital Management LLC with Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Saxony Securities and Puskas Firearms Innovations, LLC. He has been involved with educational institutions such as The University of Georgia and Benedictine Military School. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans, managing over $1 billion in assets. The firm employs a variety of systematic and discretionary investment strategies and also provides sub-advisory services to other RIAs.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Justin G

Series 65

Miami, FL

Sollinda Capital Management LLC

Justin Greenhill is a financial advisor with Sollinda Capital Management LLC in Miami, FL, holding a Series 65 designation and 12 years of industry experience. He has worked at Sollinda since 2023 and previously at SkyView Investment Advisors and Ridgepath Capital Management. Outside of his advisory role, he owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary strategies across multiple asset classes and also provides sub-advisory services to other RIAs.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Jonathan I

Series 66

Roanoke, VA

Sollinda Capital Management LLC

Jonathan Ingram is a financial advisor at Sollinda Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Ingram is also the founder and managing director of Retirement Fiduciaries of Virginia, LLC, a business focused on bookkeeping and tax-related document preparation. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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