Stephen Levin is a financial advisor at CoreCap Advisors with eight years of industry experience. His prior roles include positions at Texas Private Wealth and LPL Financial, as well as work in estate planning at RJP Estate Planning. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes relationship-oriented, long-term investment strategies involving mutual funds, ETFs, equities, and bonds, and manages a range of affiliated entities and fee-sharing arrangements.

Dimitri Redwood is a financial advisor at CoreCap Advisors with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Horizon Investments and Quasar Distributors, among others. Outside of his advisory work, he is a part-time promotional specialist for alcoholic beverage companies through TEAM Enterprises. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach emphasizes long-term relationships and diversified investment strategies, including mutual funds, ETFs, and individual securities.