Bonnie Smallwood is a financial advisor at Tone Capital, LLC with 35 years of industry experience. She has held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc., where she worked for 4 and 20 years respectively. She holds Series 63 and Series 65 credentials. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services for individual, high-net-worth, and institutional clients. The firm employs a variety of analytic methods and offers both bespoke wealth management and goal-based digital platforms, managing approximately $103.2 million in assets across about 150 client relationships.

Michael Peasley is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Tone Capital, LLC and has worked at Sterling Capital Distributors, LLC since 2014 and Sterling Capital Management LLC since 2013. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative models, modern portfolio theory, and fundamental and technical analysis to deliver customized investment strategies and offers additional services such as a goal-based digital platform and tactical global balanced strategies.

Gregory Sabo is a financial advisor at Tone Capital, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tone Capital since 2016. Outside of his advisory role, Mr. Sabo serves as an Adjunct Professor of Technical Analysis at the University of Richmond. Tone Capital provides wealth management, financial planning, and specialty services to individuals, high-net-worth clients, institutions, and retirement plan sponsors. The firm utilizes a mix of automated model portfolios and bespoke discretionary management, employing various analytical methods and offering operational flexibilities that are uncommon among peers.