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William S

Series 65

Alpharetta, GA

Howard Capital Management, LLC

William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Brandon M

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Michael R

Series 63, Series 65

Alpharetta, GA

Howard Capital Management, LLC

Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Steven M

Series 66

Alpharetta, GA

Howard Capital Management, LLC

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Brian B

Series 66

Alpharetta, GA

Howard Capital Management, LLC

Brian Boles is a financial advisor at Howard Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LoneStarOne Financial Strategies and involvement with golf and social clubs such as Red Feather Golf & Social Club and Mountain Brook Golf Club. He has also worked in various educational institutions from 2016 to 2025. Outside of financial advising, he is involved in non-variable insurance sales and has service roles with golf and social clubs. Howard Capital Management serves a diverse clientele including individual and institutional investors and offers discretionary portfolio management, private wealth services, and advisory arrangements. The firm’s investment approach incorporates proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Carlos P

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Coleton S

Series 65, Series 63

Alpharetta, GA

Howard Capital Management, LLC

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Zachary S

Series 63, Series 65

Alpharetta, GA

Howard Capital Management, LLC

Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Kramer S

Series 66

Alpharetta, GA

Howard Capital Management, LLC

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Daniel A

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Eric N

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Eric Nyquist is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Northern Lights Distributors, LLC, Davey Tree Experts, Sungrade Solar, Class Leasing, J.D. Mellberg, and The Piedmont Group of Atlanta. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in its tactical investment approach and offers a range of participant tools, private wealth services, and sub-advisory support for mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Caden P

Series 63, Series 66

Alpharetta, GA

Howard Capital Management, LLC

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Hayden G

Series 66

Alpharetta, GA

Howard Capital Management, LLC

Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Graham T

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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