Colton Groome Financial Advisors, LLC

Todd Burkhalter is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and previously worked at Edward Jones and Pfizer Inc. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm uses a strategic asset allocation approach combining passive and active managers, supported by various analytical tools and an Investment Committee that reviews alternative investments when appropriate.

Donald Reichert is a financial advisor at Colton Groome Financial Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Colton Groome Financial Advisors in 2025, he worked at firms including ValMark Advisers, Inc. and operated The Reichert Company, Inc., where he provided business exit planning services. Reichert is also involved in community activities such as serving as Chair of the Development Committee at Saint Joseph's Catholic School and co-chairing a local political education seminar. Colton Groome Financial Advisors, LLC offers investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach using a combination of passive and active managers, private placements, and alternative strategies, supported by an investment committee and detailed performance analysis tools.

Taylor Poteat is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2016 and previously spent 13 years with MCS Defense. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers, supported by various analytical tools and an Investment Committee that oversees private placements and alternative investments.

Stacey Anderson is a Series 66-credentialed financial advisor with 11 years of industry experience. She has worked at Colton Groome Financial Advisors, LLC since 2019 and has prior experience with ValMark Securities, Inc., Wells Fargo Advisors, LPL Financial, and McQuilling Financial Services. Stacey also serves as a retirement plan advisor within the firm. Colton Groome Financial Advisors, LLC manages approximately $725 million in assets and provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach using a combination of passive and active managers and offers custom performance reporting and analysis tools.

Matthew Groome is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Colton Groome Financial Advisors, LLC since 2010. He has prior experience at ValMark Advisers, Inc. and ValMark Securities, Inc., where he held roles spanning over a decade. Outside of his advisory work, Groome is involved in nonprofit governance as Board Chair of the WNC Bridge Foundation and serves as president of the Ramblers Sports Club, a local organization. Colton Groome Financial Advisors, LLC is a team of ten advisors managing approximately $725 million in client assets. The firm provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions, employing a strategic asset allocation approach that includes both passive and active managers alongside alternative strategies.

Robin Barber is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and has previously worked at Boys Arnold & Company. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm uses a strategic asset allocation approach combining passive and active managers and employs various analytical tools and an Investment Committee to oversee alternative investments.

Jay Reese is a CFA® charterholder with 19 years of experience in the financial advisory industry. He has been with Colton Groome Financial Advisors, LLC since 2020 and previously worked for Boys, Arnold & Company, Inc. for 15 years. Reese holds Series 63 and Series 65 licenses. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach combines strategic asset allocation with both passive and active management, utilizing tools such as Monte Carlo simulations and Modern Portfolio Theory.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

David Nelson is a financial advisor at Colton Groome Financial Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ValMark Securities, Inc., ValMark Advisers, Inc., Ameritas Investment Company, LLC, and Chase Investment Services Corp. Nelson is also involved in retirement plan advisory services, assisting plan sponsors with fiduciary responsibilities. Colton Groome Financial Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a team-based approach using strategic asset allocation with a mix of passive and active management and offers custom reporting and benchmarking to support client investments.

Matthew Donohue is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2018, following prior roles at Valmark Securities, Inc., Raymond James Financial Services Advisors Inc., and Webb Investment Services, Inc. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers and utilizes tools such as Monte Carlo simulations and Modern Portfolio Theory to support portfolio management.