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Jonathan B
CFP®, ChFC®, Series 63, Series 66
Cornelius, NC
AlphaStar Capital Management
Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.
Jason H
Series 63, Series 66
Cornelius, NC
AlphaStar Capital Management
Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining AlphaStar in 2025, Hathcock worked at Wells Fargo Clearing Services, Disys, and spent 12 years at LPL Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches, utilizing proprietary model portfolios and third-party portfolio construction technology.
Casey M
CFA®
Cornelius, NC
AlphaStar Capital Management
Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.
Shawn S
Series 65
Cornelius, NC
AlphaStar Capital Management
Shawn Sigler is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds a Series 65 designation and serves as Executive Vice President of Financial Independence Group, an independent marketing organization representing multiple insurance carriers. In this role, he dedicates significant time to consulting and supporting insurance agents. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm employs a strategic asset-allocation approach with quantitative analysis and works with subadvisers, underlying funds, and exchange-traded products.
Patrick M
Series 65
Cornelius, NC
AlphaStar Capital Management
Patrick Muldowney is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2023. His prior work includes positions in education and the food service industry. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs a strategic asset-allocation and quantitative tactical approach, offering both model and custom portfolio strategies along with a range of advisory and consulting services.
Arron P
Series 65
Cornelius, NC
AlphaStar Capital Management
Arron Price is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and serves as the COO of Financial Independence Group, where he oversees the strategic direction of operations and technology. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, estates, and institutions. The firm offers both predefined model portfolios and customized strategies, employing a quantitative and tactical investment approach that incorporates third-party research and momentum evaluation.
Andrew B
Series 65
Cornelius, NC
AlphaStar Capital Management
Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.
Boyd B
CFA®, Series 66
Cornelius, NC
AlphaStar Capital Management
Boyd Barnhardt is a CFA® charterholder with 14 years of industry experience. He is currently with AlphaStar Capital Management and previously worked at Lifeworth Financial, Wells Fargo Advisors, Linden Thomas Advisory Services, and AON Hewitt. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers both model and custom portfolio strategies using strategic asset allocation combined with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.
Brian W
Series 65
Cornelius, NC
AlphaStar Capital Management
Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.
Andrew B
Series 65
Cornelius, NC
AlphaStar Capital Management
Andrew Barnett is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and six years of industry experience. He has worked at AlphaStar Capital Management since 2020 and concurrently serves as Director of Technology Innovation at Financial Independence Group, LLC, where he leads software engineering efforts to develop solutions for financial professionals. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and tactical methods.
Sara M
Series 65
Cornelius, NC
AlphaStar Capital Management
Sara Milam is a Series 65 licensed financial advisor with three years of industry experience, currently with AlphaStar Capital Management. Her prior work includes roles at Financial Independence Group, Ann Taylor LOFT, and Target Corporation. She is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.
Ethan B
Series 65
Cornelius, NC
AlphaStar Capital Management
Ethan Bemis is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar, he held positions at Fleet Feet Huntersville, Cabarrus Country Club, and Catawba College. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm employs both model portfolios and custom strategies using strategic asset allocation and quantitative analysis, and it also serves as a subadviser and referral agent to other investment advisers.
William H
Series 65
Cornelius, NC
AlphaStar Capital Management
William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing strategic asset allocation and quantitative tactical approaches.
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