Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Kennedy Wealth Design and Boston Scientific. Outside of her advisory role, she is involved in coaching and training for dentists and insurance advisors through IMPACT Holdings Management and Third Box Advisors, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at First Heartland Capital Inc and founded Impact Holdings, LLC, where he provides practice management coaching for dentists. In addition to his advisory role, he is involved in insurance sales and coaching insurance advisors through several business ventures. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and quantitative strategies to tailor portfolios and offers discretionary and non-discretionary management, financial planning, and educational programs such as Retirement Answers 101.