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Matthew R
Series 65
Brentwood, TN
Virtue Capital Management, LLC
Matthew Rettich is a financial advisor with Virtue Capital Management, LLC who holds a Series 65 credential and has 19 years of industry experience. He has held roles at several firms including Cool Springs Financial and Summit Capital Solutions, and he has been involved with Virtue Financial Holding Company, LLC since 2014. Rettich is also the owner of Cornerstone Retirement Group, LLC and a significant owner of Producers Equity Group, Inc. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, employing tactical, strategic, and dynamic investment approaches with oversight from an investment committee.
Brooke H
Series 65
Brenham, TX
Virtue Capital Management, LLC
Brooke Huckert is a Series 65 licensed financial advisor with seven years of industry experience. She currently works at Virtue Capital Management, LLC and has prior experience with Lifestyle Asset Management, Inc. and VDR Financial. Outside of advisory services, Huckert is a sales associate and insurance agent with VanDyke Rankin Financial Services. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches.
Glenn M
Series 65
Greensboro, NC
Virtue Capital Management, LLC
Glenn Mosseller is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and bringing 14 years of industry experience. He has served in various roles since 2011, including as President and Managing Member of Roadmap Financial Consulting, LLC, a full-service financial and business consulting firm. Mosseller also has seven years of experience with Roadmap Property and Casualty Insurance Service, LLC. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, and other entities. The firm offers customized portfolio management and financial planning through a multi-team model, combining tactical, strategic, and dynamic investment approaches with due diligence conducted by an investment committee.
Thomas K
Series 63, Series 65
Rochester, MN
Virtue Capital Management, LLC
Thomas Kunkel is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Virtue Capital Management since 2018 and has held roles at Horter Investment Management, Cornerstone Financial Advisors, and Capital Financial Services. Outside of his advisory role, he serves as President of Cornerstone Financial Advisors, LLC, where he is involved in insurance and annuity sales. Virtue Capital Management, LLC is a registered investment adviser serving individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans. The firm employs a multi-team model with customized portfolios and offers a combination of tactical, strategic, and dynamic investment approaches alongside due diligence on third-party managers and comprehensive client support.
Jeffrey G
ChFC®, Series 63, Series 65
Aberdeen, NC
Virtue Capital Management, LLC
Jeffrey Gollehon is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Virtue Capital Management in 2018, he worked at Horter Investment Management and has operated JG Financial Consulting since 1995, where he is involved in the sales and service of fixed insurance products. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, consulting, and sub-advisory services. The firm utilizes a multi-team model and combines tactical, strategic, and dynamic investment approaches with third-party manager due diligence.
Tammy B
Series 63, Series 65
Ridgeland, MS
Virtue Capital Management, LLC
Tammy Byrd is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Virtue Capital Management since 2018 and also serves as a managing partner in insurance sales at Financial Works USA, focusing on life and fixed annuities. Virtue Capital Management is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering customized portfolio management and financial planning through a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.
Shannon S
Series 65
Lawrenceville, GA
Virtue Capital Management, LLC
Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors from 2016 to 2020. She is also the owner and agent of RDS Partner Inc, doing business as Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, utilizing tactical, strategic, and dynamic investment approaches within a multi-team model.
Alessio M
Series 65
Kinnelon, NJ
Virtue Capital Management, LLC
Alessio Mennonna is a Series 65-licensed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue Capital Management, he worked at KVL Audio Visual Services and AMAZON and studied at Berklee College of Music. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with an investment committee overseeing third-party managers and model strategies.
George K
ChFC®, Series 63, Series 65
Yonkers, NY
Virtue Capital Management, LLC
George Kuruvilla is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has previously worked at Center Street Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he is an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches, with oversight from an investment committee conducting due diligence on third-party managers and model strategies.
Danielle G
Series 65
Aberdeen, NC
Virtue Capital Management, LLC
Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Greenspon and as an employee at Ohio State University and George Washington University. Outside of her advisory role, she provides fixed life insurance, fixed annuities, and health insurance sales and marketing as part of JG Financial Consulting and plans to offer tax preparation services as a CPA for her clients. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model with an investment committee that oversees third-party managers and model strategies.
Michael T
Series 63, Series 65
Pawleys Island, SC
Virtue Capital Management, LLC
Michael Turner is a financial advisor at Virtue Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Regulus Advisors. Turner is also involved with Charlotte Risk, a business focused on insurance product sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management and financial planning. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches.
Michael P
Series 63, Series 65
Tarpon Springs, FL
Virtue Capital Management, LLC
Michael Prendergast is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, Air Centers of Florida, Freeport McMoRan, and owns Key Tax & Financial Services, LLC, a business focused on income tax preparation, accounting, and insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management, financial planning, and consulting through a multi-team model, employing tactical, strategic, and dynamic approaches with oversight from an investment committee.
Andrew B
Series 63, Series 65
Fortville, IN
Virtue Capital Management, LLC
Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.
Aristotle M
Series 63, Series 65
Brentwood, TN
Virtue Capital Management, LLC
Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including United Advisors America and Valic Financial Advisors. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning using a combination of tactical, strategic, and dynamic approaches, supported by an investment committee and a multi-team model of advisers.
Ronald W
Series 65
Lake Orion, MI
Virtue Capital Management, LLC
Ronald Wiitala is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is the owner of WITALA Financial Services and serves as an independent agent for National Gold Consultants. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches tailored to client goals and risk tolerance.
Roger E
Series 63, Series 65
Clearwater, FL
Virtue Capital Management, LLC
Roger Evanish Jr. is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, following nine years at Horter Investment Management. In addition to his advisory role, he has been self-employed since 1987 as an independent agent specializing in life insurance and fixed or indexed annuities. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model offering discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services.
Justin T
Series 65
Statesboro, GA
Virtue Capital Management, LLC
Justin Thompson is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2017, following two years at Brookstone Capital Management LLC. Outside of his advisory role, he serves as an operations officer in the Georgia Army National Guard and operates as an independent insurance agent. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning services using tactical, strategic, and dynamic investment approaches supported by an investment committee.
Stephen B
Series 63, Series 65
Irvine, CA
Virtue Capital Management, LLC
Stephen Becker is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Virtue Capital Management since 2019, Becker Financial Strategies since 2017, and previous positions at Horter Investment Management and F500 Advisory Services. Outside of his advisory work, he serves as managing principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with services including portfolio management, financial planning, due diligence on third-party managers, and client education.
Andrew C
Series 65
Waterford, CT
Virtue Capital Management, LLC
Andrew Cavasino is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Foundations Investment Advisors, Fincantieri, AE Wealth Management, and served six years in the U.S. Navy. Outside of his advisory role, he owns Thames Bridge LLC, a business focused on assisting clients with insurance needs. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-team model and a combination of tactical, strategic, and dynamic investment approaches while providing ongoing monitoring, reporting, and client education.
Blair A
Series 63, Series 65
Woodland Hills, CA
Virtue Capital Management, LLC
Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining Virtue Capital Management in 2019, he worked at Horter Investment Management and Prudential Equity Group and has operated Retirement Thru Design since 2005, where he is involved in insurance and annuity sales. He occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management serves a broad client base including individuals, trusts, estates, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager due diligence. The firm employs a multi-team model with customizable portfolios and combines tactical, strategic, and dynamic investment approaches.
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