Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Stash Wealth, Morgan Stanley, and Merrill. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm emphasizes discretionary portfolio management using fundamental analysis, incorporating a range of investment vehicles from mutual funds and ETFs to private investment funds and cryptocurrency exposures.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC, based in Charlotte, NC, and has four years of industry experience. His prior work includes roles at Croghan Colonial Bank, Gideon Owen Wine Company, and Ohio University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles and incorporating specialized exposures like direct indexing, private investment funds, and cryptocurrency.

James Hartman is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2021. He has four years of industry experience, including prior roles at FMI Capital Advisors, Leedon Park Capital, and Covenant Capital LLC. Outside of his advisory work, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to build diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of specialized strategies alongside a subscription-based financial planning service.