Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Charles Schwab. He is the owner of CP Sales Services, LLC, a passive business entity unrelated to investment activities. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured ETF-based portfolio approach supplemented by in-house tax and estate planning specialists and a range of specialized services including pension consulting and executive compensation analysis.

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Capital Investment Advisors, she held roles at Wells Fargo Clearing Services, DiSys, The One Group, and Macquarie Group, and she has a background that includes several positions dating back to 2016. Capital Investment Advisors, LLC is a multi-team investment adviser that serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a structured portfolio approach with ETF-based model portfolios and specialized services including family-office style offerings, pension consulting, and executive compensation analysis.

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Capital Investment Advisors in 2025, he worked at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Capital Investment Advisors is a multi-team investment adviser serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based model portfolios and offers integrated financial planning alongside specialized services such as family-office style support, pension consulting, and executive compensation analysis.

Drew Fear is a financial advisor with Capital Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Personal Capital Advisors Corporation for six years before joining Capital Investment Advisors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management with a centralized, structured portfolio approach that includes ETF-based models and tailored allocations, supported by in-house specialists in tax and estate planning.

William Skiles is a CFP® professional with seven years of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a structured ETF-based model approach, along with specialized services such as family-office style support, pension consulting, and executive compensation analysis.

Michael De La Garza is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Perry Investment Solutions, LLC, Bank of America, N.A., and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, structured portfolio approach with ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.