Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office–style support. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to a variety of private investment solutions and formal pension consulting services.

Matthew Lane is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Wela Strategies, Inc. and a background in education. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Matthew Clark is a CFP® with 12 years of experience in financial advising. He is currently with Capital Investment Advisors, LLC, where he has worked since 2021. His prior roles include positions at Howard Capital Management, Lindner Capital Advisors, Inc., and Mass Mutual Investors Services. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and a specialized Capital Family Office division.

Edward Goepp Jr. is a CFP® professional with 14 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. Prior to this, he worked at Wela Strategies, Inc. and Wela Strategies, LLC from 2012 to 2025. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized, structured investment platform with standardized asset-allocation models and offers access to various private investment solutions and specialized in-house planning resources.

Andrew Barag is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. He previously worked at Capital Bank And Trust Company and Capital Guardian Trust Company from 2015 to 2018. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Mutual of America Financial Group, Jasper Engines & Transmissions, and Villanova University. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, providing access to private investment solutions and formal pension consulting capabilities.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2016. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. from 2017 to 2025 and Wela Strategies, LLC from 2013 to 2017. Outside of his financial advisory role, he is a producer for Retire Southern Company, LLC, a lifestyle brand and media platform focused on Southern culture, including food, fishing, and music. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm utilizes a centralized investment platform with customizable asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Capital Investment Advisors since 2014. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Clayton Carden is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at The Grant Partners and LocumTenens.com. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized pension consulting and family office services.

William Cibulas is a CFP® with 10 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC since 2015. He is based in Atlanta, GA and holds the Series 65 designation. Outside of his advisory role, he manages a short-term condo rental in Destin, Florida. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, including pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting services, utilizing a centralized investment platform with standardized asset-allocation models and access to private investment solutions.

Joel Dean is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC and has previously worked at Alps Distributors, Inc. and Stadion Money Management. Outside of his advisory role, he is the owner and manager of Felicitas Properties, LLC, an investment real estate company. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Shaun Mazumdar is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Capital Investment Advisors, he worked at Keeler Thomas Management LLC and Modera Wealth Management. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized, structured investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to private investment solutions and pension consulting services.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Jay Gardner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to his current role, he worked in the food service industry, including positions at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, along with access to private investment solutions and formal pension consulting services.

Everett Wilkerson is a CFP® professional with 23 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. His prior experience includes seven years at TD Ameritrade. Wilkerson also works as an instructor at the University of Georgia, a role he has held since 2019. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform combining standardized asset-allocation models and ETF-based portfolios, supported by specialized in-house estate and tax planning professionals.

Bryan Rea is a CFP® professional associated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked with the firm since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. Outside of his advisory work, no additional business activities are noted. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by specialized in-house financial planning resources and access to private investment solutions.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and 16 years of industry experience. He has worked at Capital Investment Advisors since 2010 and has held roles at HYB Partners, LLC and Wela Strategies, Inc. Additionally, he produces the "Money Matters Show" on WSB Radio. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and access to private investment solutions, supported by specialized in-house estate and tax planning resources.

Camden Anderson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. He has worked at Capital Investment Advisors since 2022 and previously held roles at Eastman Credit Union, the University of Tennessee, Kingsport Aquatic Center, and Daniel Boone High School. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Brenden Urban is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Capital Investment Advisors, LLC and has prior experience at Wells Fargo Clearing Services, Invesco, Fidelity Investments, Merrill, and Raymond James. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources.

Matthew Reiner is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Capital Investment Advisors, LLC since 2010 and has held roles in various related consulting and investment enterprises. Outside of advisory work, Matthew is an author of two books and serves as President of The FutureProof Advisor, a thought leadership venture focused on content creation for the advisor community. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset allocation models and offers access to private investment solutions alongside specialized in-house planning resources.

Michael Parsons is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He currently works at Capital Investment Advisors, LLC, where he has been since 2022, following 11 years at RBC Capital Markets. Parsons has a passive ownership interest in Seven Talents, LLC, a private placement vehicle. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to various private investment solutions.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Pointe Advisors, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, coordinating financial planning with in-house specialists in estate and tax planning.

Min Jian Yang is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations with eight years of industry experience. Prior to joining Capital Investment Advisors, Yang worked at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning through a centralized investment platform that combines standardized asset-allocation models and advisor customization. The firm also provides pension consulting and family office–style support, with access to private investment solutions and specialized in-house planning resources.

Troy Tomczak is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Invesco and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset allocation models and provides specialized in-house resources for estate and tax planning.

Chase Turner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 credential and has one year of industry experience. Prior to joining the firm, he spent five years at The American College of Greece and has held various other roles including service with the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources, including estate and tax strategists.

John Doverspike Jr. is a financial advisor with Capital Investment Advisors, LLC in Atlanta, holding a Series 65 designation and one year of industry experience. Prior to joining Capital Investment Advisors, he worked at the Georgia Center for Opportunity and spent several years with Ronald Blue Trust and Ronald Blue & Co. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Before joining Capital Investment Advisors in 2026, he worked at Invesco and Voya Investment Management. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by specialized in-house estate and tax planning resources.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior work includes roles at Wela Strategies, Maverick Trading, and involvement with tennis academies in a coaching or administrative capacity. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by in-house specialists in estate and tax planning.

Wesley Moss is a CFP® practitioner with over 27 years of experience in financial advising, currently with Capital Investment Advisors, LLC since 2010. Prior to this, he worked with Knock.com and Reiner Moss Private Access, LLC, among others. Moss is also the host of the Money Matters radio show on WSB Radio and an author of retirement planning books published by McGraw-Hill Education. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting through a centralized, structured investment platform that includes actively managed sleeves and ETF-based model portfolios. The firm also offers family office–style support and access to private investment solutions through affiliated entities.

Benjamin Ezrine is a CFP® professional with 17 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2023. Prior to this, he spent 11 years at E*TRADE Capital Management, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources alongside access to private investment solutions and pension consulting services.

James Mack is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Synovus Securities Inc. and CREATIVE Financial Group. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, and offers specialized resources in estate and tax planning alongside access to private investment solutions and pension consulting services.

Curt Klein is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Capital Investment Advisors since 2010 and previously held roles at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by specialized in-house resources and access to private investment solutions.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of a rental property LLC involved in long-term land lease administration. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm offers a centralized investment platform with customizable asset-allocation models and access to specialized in-house resources and private investment solutions.

Miller Majors is a CFP® with six years of industry experience, currently serving clients at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Safe-Guard Products International, Regions Securities LLC, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining asset-allocation models, actively managed sleeves, and ETF-based portfolios, alongside in-house estate and tax planning specialists, to deliver coordinated financial services.