Alexander Capital Wealth Management LLC

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Jeffrey Cathersal is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Penny Lane Wealth Management and Securities America Advisors. He is also president of Cathersal Investments, a financial firm he has led since 2007. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, operating mostly under discretionary authority for managed accounts.

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

Kevin Kulins is a Series 66-licensed financial advisor at Alexander Capital Wealth Management LLC with one year of industry experience. His prior roles include positions at State Farm Investment Management Corp, MassMutual Life Insurance Co., Edward Jones, and several technology firms. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.

Alec Seccafico is a financial advisor at Alexander Capital Wealth Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2022. Outside of his advisory role, he serves as an independent contractor for Alexander Capital Insurance Agency LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212.1 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2018. He is also a licensed Certified Public Accountant in New York and provides financial planning advice for the clients of Gabor & Associates. Additionally, he is an insurance agent selling life insurance and indexed annuities on a part-time basis. Alexander Capital Wealth Management LLC manages portfolios for individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Amy Zwaan is a financial advisor with Alexander Capital Wealth Management LLC and holds a Series 66 designation. She has 20 years of industry experience, with prior roles at LPL Financial LLC, WealthPLAN Partners, and Raymond James Financial Services. Outside of her advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance administration. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages approximately $212.1 million in discretionary assets.

Jon Paul Cirelli is a financial advisor with Alexander Capital Wealth Management LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Great Point Advisors, Great Point Capital, Coastal Investment Advisors, and Concorde Investment Services. Outside of advisory work, he owns several businesses, including a real estate brokerage and a capital markets consulting firm. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies, and operates mainly under discretionary authority for managed accounts.

Steven Bencivenga is a financial advisor at Alexander Capital Wealth Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Laidlaw Wealth Management and Laidlaw and Company since 2013. Outside of his advisory role, he is the owner of SMSA Enterprises, Inc., a non-investment related business focused on expense and tax planning. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis along with documented due diligence to inform portfolio and manager selection.

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Stephen Guercio is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Alexander Capital Wealth Management since 2017 and is also associated with Alexander Capital, L.P. and Clarkdoge Dodge & Co. In addition to his advisory roles, he is involved with Alexander Capital Insurance Agency LLC in a commission-based capacity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial Inc. since 2015. Eldredge also serves as branch manager and operations manager for LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies.

Rudy Anguiano is a financial advisor at Alexander Capital Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial, Ameriprise Financial Services, and Waddell & Reed. Outside of his advisory role, he operates two pizza shops under A&A Capital Group LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts primarily through wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with a range of trading strategies and conducts documented due diligence to inform portfolio and manager selection.