Rebecca Meares is a CFP®-certified financial advisor with 13 years of industry experience. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments for six years. In addition to her advisory role, she is co-owner of Caudle Meares, LLC, a firm focused on financial planning and wealth management. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary approach that utilizes fundamental analysis and diversified asset allocations.

Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a discretionary approach that incorporates a range of traditional and specialized investment vehicles.