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David S
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Joseph Group Capital Management, Sunset Financial Services, Manning & Napier Advisory Advantage Company, and J.P. Morgan Asset Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm employs a tax-aware investment approach using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and offers public educational seminars on financial basics.
Nicholas N
Series 63, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management, using a tax-aware approach that combines fundamental, technical, and cyclical analysis.
Ryan D
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.
Kati H
Series 66
Englewood, FL
WealthBridge Capital Management, LLC
Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.
Robert F
Series 65, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.
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