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Brittany M

Series 65

Hickory, NC

Sollinda Capital Management LLC

Brittany Macchia is a financial advisor with Sollinda Capital Management LLC, holding a Series 65 designation. She has 10 years of experience at Mumy Financial. Sollinda Capital Management LLC is a discretionary investment adviser that provides portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a range of systematic and discretionary strategies and manages approximately $1.016 billion in regulatory assets.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Andrew Rader is a CFP® with 13 years of industry experience, currently serving as an advisor at Sollinda Capital Management LLC. His prior work includes roles at Capital Investment Group, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory duties, he owns EIPO, LLC, a residential rental property business. Sollinda Capital Management LLC is a discretionary investment adviser managing over $1 billion in regulatory assets, serving individuals and profit-sharing plans with a variety of systematic and discretionary strategies. The firm offers tailored portfolio management and financial planning, employing diverse analytical methods and investment vehicles.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Ryan M

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Ryan Mumy is a CFP® with 22 years of industry experience and is currently with Sollinda Capital Management LLC. He has held roles at Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among others. Outside of his advisory work, he serves as a board member for the nonprofit New Beginnings Hickory and is involved in several non-investment-related business ventures including farming activities and a health-focused restaurant investment. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily uses liquid public securities, managing accounts on a discretionary basis with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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