Edwin Bartlett Jr. is a financial advisor at Capitol Securities Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various programs and third-party managers.

Jason Ferree is a financial advisor with Capitol Securities Management, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 11 years before joining Capitol Securities Management in 2022. Outside of his advisory role, he owns Bridgepath Wealth Financial Advisors, an LLC used for tax reporting purposes. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various programs including separately managed accounts, wrap fee programs, and third-party money managers.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Robert Mckoy is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse investment instruments.

Stephanie Guanzini is a financial advisor at Capitol Securities Management, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked previously at First Citizens Investor Services and Lincoln Financial Securities Corporation. Capitol Securities Management serves individual, corporate, and charitable clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, with investment adviser representatives developing client-specific policies and managing accounts on a discretionary or non-discretionary basis.

Shannon Cooper is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience and a Series 66 designation. Cooper has been with Capitol Securities Management for ten years in various capacities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses with portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering advisory relationships through multiple managed programs and separately managed accounts.