Allen Montgomery is a financial advisor with Capstone Wealth Management Corp. in Lakeland, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Capstone since 2012 and also serves as president and chief investment strategist of Montgomery Retirement Group, a firm he formed in 2006 that offers fixed products, life insurance, annuities, and qualified retirement plan administration. Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical asset allocation based on monetary measurements, relative valuations, and investor sentiment, with portfolios that may include individual securities, mutual funds, ETFs, and alternative investments.

Jonathan Stump is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has been with Capstone Wealth Management Corp. since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines a growth-oriented asset allocation framework with tactical adjustments based on monetary measurements, relative valuations, and investor sentiment, utilizing a range of securities and strategies tailored to client objectives.