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Elizabeth S
Series 66
Huntsville, AL
Verus Capital Partners, LLC
Elizabeth Stroup is a financial advisor at Verus Capital Partners, LLC with a Series 66 designation and one year of industry experience. She has held roles at several firms including LPL Financial, Lifecourse Capital, and NEXT Financial Group, and has been the owner of Bearden, Stroup & Associates, CPAs, LLC, a CPA firm providing tax, accounting, and payroll services since 2007. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, implementing tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.
Michael J
Series 63, Series 66
Madison, AL
Verus Capital Partners, LLC
Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Frank S
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.
Stephen W
Series 63, Series 65
Madison, AL
Verus Capital Partners, LLC
Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.
Steven D
Series 63, Series 65
Gilbert, AZ
Verus Capital Partners, LLC
Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked for 30 years at FSC Securities Corporation. His other business activities include offering fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates, providing discretionary portfolio management, financial planning, and consulting services. The firm uses both fundamental and technical analysis to build customized portfolios with tactical adjustments and selective hedging tailored to client-specific factors.
Marty B
Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.
Yueh Hwa L
CFP®, Series 66
Pasadena, CA
Verus Capital Partners, LLC
Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.
Donald G
ChFC®, Series 63, Series 66
Marlborough, MA
Verus Capital Partners, LLC
Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.
Fred G
Series 63, Series 65
Chandler, AZ
Verus Capital Partners, LLC
Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.
Thomas C
Series 63, Series 65
Ventura, CA
Verus Capital Partners, LLC
Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.
Christopher O
ChFC®, Series 66
Glenlg, MD
Verus Capital Partners, LLC
Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.
Satenik N
Series 63, Series 66
Northridge, CA
Verus Capital Partners, LLC
Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.
Eric C
Series 63, Series 65
Hermosa Beach, CA
Verus Capital Partners, LLC
Eric Cortez is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Securities America, Inc. He has been with Verus Capital Partners since 2019. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Michael P
CFP®, Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Michael Phillips is a CFP® with 15 years of industry experience, currently serving as an Investment Advisor Representative at Verus Capital Partners, LLC since 2017. He previously worked at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory role, Phillips prepares tax returns and is involved in term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers discretionary management, financial planning, and pension consulting services.
Jason D
Series 63, Series 65
Ventura, CA
Verus Capital Partners, LLC
Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.
John G
Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
John Glaudel is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at SECURITIES AMERICA, Inc. and Elemetal Direct. In addition to his advisory role, he is an insurance producer offering life insurance products through Phillips Financial Management. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and utilizes tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerances, and tax considerations.
Teresa S
Series 63, Series 65
Fayetteville, TN
Verus Capital Partners, LLC
Teresa Simmons is a financial advisor at Verus Capital Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for NEXT Financial Group, Inc. for 17 years. Outside of her advisory work, she owns a barbecue and catering business in Fayetteville, Tennessee. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with client objectives and risk tolerance.
Jeffrey G
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.
Grant S
Series 63, Series 66
San Marcos, CA
Verus Capital Partners, LLC
Grant Starkey is a financial advisor at Verus Capital Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Avantax. Outside of advisory services, he is involved in tax preparation and accounting through Starkey Brothers, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.
Scott H
Series 65
Ventura, CA
Verus Capital Partners, LLC
Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax considerations.
Levi C
Series 66
Poteau, OK
Verus Capital Partners, LLC
Levi Chuculate is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 credential and five years of industry experience. His work history includes roles at LPL Financial, Wells, Wann & Company, and Grant Thornton LLP. He has also been involved in tax preparation and accounting activities through Wells, Wann & Company. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerance, and tax considerations.
Denny R
Series 63, Series 66
Spring Hill, TN
Verus Capital Partners, LLC
Denny Rudolph is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Heritage Wealth Management, Next Financial Group, and Edward Jones. Outside of his advisory work, he is also engaged as an artist and musician in Spring Hill, TN. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to create customized portfolios tailored to each client’s objectives and risk profile.
Benjamin W
Series 66
Madison, AL
Verus Capital Partners, LLC
Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.
Robert O
PFS™, Series 66
Encino, CA
Verus Capital Partners, LLC
Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.
Terry R
Series 65
Huntsville, AL
Verus Capital Partners, LLC
Terry Rogers is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has been the owner and president of Advanced Accounting, Inc., an accounting firm in Huntsville, AL, since 2005. Rogers is also a one-third owner of Masters Management, Inc., a dental practice management business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.
Kevin P
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Kevin Phillips is an advisor at Verus Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2017. Prior to this, he was associated with Securities America, Inc. from 2017 to 2020 and J.W. Cole Advisors, Inc. from 2013 to 2017. Phillips also holds a life insurance agent role offering term and long-term care insurance at client request. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to client goals and risk profiles.
Colleen O
Series 63, Series 65
Port Wing, WI
Verus Capital Partners, LLC
Colleen Oshaughnessy is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Verus Capital Partners since 2014 and previously at Securities America, Inc. and LPL Financial LLC. Outside of her advisory role, she is involved with the South Shore Ambulance Association in Bayfield County, Wisconsin. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management and financial planning, employing a combined fundamental and technical investment approach with customized portfolios tailored to client objectives and risk tolerance.
George N
CFP®, Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.
Norris D
Series 63, Series 66
Littleton, CO
Verus Capital Partners, LLC
Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and has been involved in investment-related business activities since 2003. He is also employed as a technology coordinator at the Archdiocese of Denver. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging, and offers services including portfolio management, financial planning, and 401(k) consulting.
Jeffrey M
Series 63, Series 66
Fayetteville, TN
Verus Capital Partners, LLC
Jeffrey Mathis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Next Financial Group Inc and Heritage Wealth Management, LLC. Outside of advising, he serves as Director of Planned Giving at Florida College, where he is involved in fundraising activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Michelle F
Series 66
South Boston, VA
Verus Capital Partners, LLC
Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including LPL Financial, LLC and Avantax. Outside of advising, Fulcher is a notary and has been involved in administrative support roles within her firm. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses fundamental and technical analysis to create customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.
Karen L
Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Karen Longo is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and 28 years of industry experience. She has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2014. Outside of her advisory role, she is involved with Management Affiliates International, Inc., a business entity related to investment activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, customizing portfolios to clients’ objectives, risk tolerance, and tax considerations.
Zachary M
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Zachary Mason is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held positions at Securities America, Inc and LPL Financial, LLC prior to his current role. Outside of his advisory work, he has a non-investment-related involvement with Wildwood Home Company LLC. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with services including discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to tailor portfolios to clients’ specific time horizons, risk tolerances, and tax considerations.
Hal B
Series 63, Series 65
Ontario, CA
Verus Capital Partners, LLC
Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.
Michael A
Series 65
Poteau, OK
Verus Capital Partners, LLC
Michael Andrews is a financial advisor at Verus Capital Partners, LLC with a Series 65 designation and one year of industry experience. He has held roles in insurance since 2009, including ownership of Andrews Insurance Solutions, LLC, where he provides Medicare, health, life, and annuity insurance solutions. Andrews also works as a crop insurance agent at Risk Associates, assisting clients with crop insurance planning and risk evaluation. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios that address clients’ objectives, risk tolerance, and tax considerations.
Caleb T
Series 63, Series 65
Pasadena, CA
Verus Capital Partners, LLC
Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Avantax. Outside of his advisory role, he is involved in tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to customize portfolios and uses tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.
Robyn K
Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Robyn Kreuer is a financial advisor at Verus Capital Partners, LLC with 15 years of industry experience. She has held positions at Merrill and Securities America, Inc. before joining Verus in 2013. Kreuer holds a Series 66 designation. Verus Capital Partners serves individuals, trusts, pension plans, and estates with fee-based advisory services, including portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to create customized investment strategies tailored to client-specific factors.
Clayton C
Series 66
Edmond, OK
Verus Capital Partners, LLC
Clayton Collier is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cambridge Investment Research, and Securities America. Outside of advising, he owns a tax services business, Homefront Financial CPA PLLC, and is involved in insurance and human resources as an agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a blend of fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.
David D
Series 63, Series 65
Great Falls, MT
Verus Capital Partners, LLC
David Deffinbaugh is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Avantax Advisory Services, and Securities America Advisors. He is also a member of the Cascade County Zoning Board of Adjustment. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.
Luis C
CFP®, Series 66
San Diego, CA
Verus Capital Partners, LLC
Luis Cabuto is a CFP® professional affiliated with Verus Capital Partners, LLC, with eight years of industry experience. He has previously worked at LPL Financial and Securities America Advisors. Cabuto operates investment advisory services through Verus Capital Partners, an independent firm based in San Diego, CA. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to construct customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerance, and tax considerations.
Angela K
CFP®, Series 63, Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives and risk tolerance.
Connor F
Series 66
Glenelg, MD
Verus Capital Partners, LLC
Connor Flach is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial, LLC and Securities America Inc., and was previously employed at Loyola University Maryland. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.
Brandon N
Series 66
Temple Terrace, FL
Verus Capital Partners, LLC
Brandon Nichols is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Citi, Stridepoint, and Angels Senior Living before joining Verus. Nichols is also involved with The Pinnacle Group, a non-variable insurance business. Verus Capital Partners is a fee-based advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring investment strategies to clients’ time horizons, risk tolerance, and tax considerations.
Nickolas W
CFP®, PFS™, Series 63
Poteau, OK
Verus Capital Partners, LLC
Nickolas Wann is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He currently works at Verus Capital Partners, LLC and LPL Financial, LLC, and has prior experience at Avantax Insurance Agency and Wells & Co., CPA PC. Outside of his advisory roles, he serves as a pastor at various churches and manages The Wannderosa Ranch, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.
Amon H
Series 63, Series 65
Ocean Springs, MS
Verus Capital Partners, LLC
Amon Holcomb is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes significant tenures at Avantax entities and LPL Financial. He serves as treasurer on the boards of both the Arbor Homeowners Association and the Rotary Club in Ocean Springs, MS. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with customized portfolio management and financial planning. The firm employs both fundamental and technical analysis to tailor investment strategies and offers additional services through affiliated operational and estate-document guidance entities.
Stephen B
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Stephen Bull is a financial advisor at Verus Capital Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Securities America, Inc. Outside of his advisory role, he is a business owner of Kraft Screens in Paradise Valley, AZ. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.
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