AlphaCore Capital LLC

Matthew Gilchrist is a CFP® and PFS™ with 17 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. He serves on the board of Cura Personalis Project, a nonprofit organization supporting individuals with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through direct management and third-party sub-advisers.

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously operated Callan Capital, LLC for 18 years. In addition to his advisory role, he serves as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies, and provides various services including tax preparation and ERISA retirement plan advisory.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. She serves as an HOA Board member of Wichita Estates HOA, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, offering discretionary management and specialized advisory services including tax preparation and ERISA plan consulting.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience, currently affiliated with AlphaCore Capital LLC since 2026. His prior roles include positions at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. He serves on the board of the Challenge Foundation, a charitable organization based in Englewood, CO. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Stephen Pedicini is a CFP® with 21 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2024. He previously worked at Valley Wealth Managers, Inc., TD Ameritrade, and Federated Securities Corp. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients by providing comprehensive wealth planning and investment management, including alternative strategies and trustee services. The firm combines discretionary account management with qualitative macro and fundamental analysis, and also acts as a private fund and institutional sub-adviser.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Altegris Investments, Inc. for 11 years before joining AlphaCore in 2020. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies to pursue multi-asset diversification and resilience.

Huckleberry Gibson is a CFP® and Series 66-registered financial advisor at AlphaCore Capital LLC with six years of industry experience. His background includes roles at Fidelity Brokerage Services and service in the United States Air Force. He also worked for Grassroots Solar Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through discretionary management and use of third-party managers.

Elise Weinstein is a CFP® professional with nine years of industry experience. She currently works at AlphaCore Capital LLC and has previously worked at Sella & Martinic, LLC and SPC Financial, INC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing multi-asset diversification through both traditional and alternative investment strategies.

Mark Zabst is a CFP® with 19 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2026. He previously worked at Raymond James Financial Services from 2007 to 2026 and was involved with the Georgetown Business Networking Group from 2013 to 2018. Outside of his advisory role, he is Vice President of Financial 360, LLC, a non-investment support company. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies to pursue multi-asset diversification and resilience.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked for nine years at Delphi Private Advisors. Adams has been with AlphaCore Capital since 2018. AlphaCore Capital LLC serves individual, high-net-worth, entity, and institutional clients by providing wealth planning, investment management, and specialized services such as tax preparation, trustee services, and ERISA retirement plan advisory. The firm emphasizes alternative investing alongside traditional asset classes and manages accounts using discretionary strategies informed by macro and fundamental analysis.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at enTrust Wealth Advisors, LLC and US Bank. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm combines traditional equity and fixed-income strategies with alternative investments and offers comprehensive wealth planning, investment management, and specialized services including tax preparation and ERISA retirement plan advisory.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with his own firm, James M. Johnston & Associates, Inc., for over three decades. In addition to his advisory work, he serves as president of JMJ Consulting Inc., where he provides tax, insurance, and estate planning services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Troy Owens is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior roles include positions at LPL Financial, Nautilus Advisors, and entrepreneurial work with Woodstocks Pizza and Pacific Beach Shore Club. He is also a producing agent for AlphaCore Insurance Services, offering insurance products to clients alongside his advisory duties. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, with a focus on alternative investing combined with traditional strategies, and it offers a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Andrew Theobald is a CFP® with four years of industry experience, currently with AlphaCore Capital LLC. Prior to joining AlphaCore in 2025, he worked at SPC Financial, Inc. and Northwestern Mutual Investment Services LLC, among other firms. Outside of advisory work, he is a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management across traditional and alternative strategies, including tax preparation and ERISA retirement plan advisory services.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and New York Life Insurance Company. Outside of finance, he is the CEO of Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies.