Capitalwize, LLC

Albert Akpaloo is a Series 66-licensed financial advisor at Capitalwize, LLC with three years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and TallGrass Financial Planning. Outside of advising, he owns retail and consulting businesses and serves on the board of a nonprofit organization. Capitalwize is a fee-only financial planning firm that serves individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while providing oversight and client liaison services.

Ike Elele is a CFP® professional with eight years of industry experience, currently serving at Capitalwize, LLC. His prior roles include positions at Ameriprise, T. Rowe Price, Morgan Stanley Private Bank, and several other financial services firms. Outside of finance, he teaches ballroom dance classes monthly for the University Park Junior Cotillion. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing primarily on non‑high‑net‑worth clients. The firm provides a range of advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while maintaining ongoing oversight and client communication.

Greg Derderian is a financial advisor at Capitalwize, LLC in Charlotte, NC, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at firms including Fidelity Brokerage Services, Strategic Advisers, and Talent Retriever, where he served as a senior recruiter. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational programs, using third-party managers for portfolio management while providing ongoing oversight and client liaison services.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual of Omaha Insurance Company, Mutual of Omaha Investors Services, Vanguard, and Primerica. He also has experience in academia, having worked at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers a variety of advisory engagements and group educational seminars, using third-party managers for portfolio management while providing ongoing oversight and client communication.

George Acheampong is a financial advisor at Capitalwize, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Wells Fargo and Gradient Investments, LLC. Outside of advisory services, he is President of Acheampong Enterprises, LLC, which sells digital financial education resources and apparel promoting wealth building for minorities. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a documented client profile and risk tolerance through a financial audit and intake interview, often delegating portfolio management to third-party managers and digital platforms while retaining discretionary authority.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Thomas Windom is a financial advisor at Capitalwize, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ethos Financial Planning LLC, Cambridge Investment Research Advisors Inc., and Ohio National Financial Services. Outside of financial advising, he has operated a sports performance business. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, including one-time and extended planning programs, and conducts group educational seminars and an alumni program, while commonly utilizing third-party managers for portfolio management.

Da Zha Jones is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 13 years of industry experience. Prior to joining Capitalwize in 2021, Jones worked at THE Vanguard Group, Inc. for eight years and at Legends Hospitality/Asurint for two years. He is also the CEO of Guided to Wealth Planning Group, providing one-on-one financial coaching and wellness education. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, group seminars, and an Alumni program, utilizing third-party managers for portfolio management while emphasizing packaged planning services and education over traditional asset-under-management models.