Fortress Private Ledger, LLC

Kyle Roth is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 65 designation and is based in Raleigh, NC. Outside of his advisory work, Roth has been involved in the dental industry for over two decades, working with Encompass Dental Practice Transitions and Carolina Dental Arts. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing a range of services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm uses a model-driven investment process that incorporates trend identification, technical analysis, and a variety of other strategies, with portfolios monitored regularly and managed through in-house or sub-advised solutions.

Brandon Walls is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The Fidelity Bank, LPL Financial, Allegacy Federal Credit Union, and CUSO Financial Services. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, employing a mix of ETFs, individual securities, and mutual funds, and delivers services through a network of advisers using both discretionary and non-discretionary models.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

William Zimmer is a financial advisor at Fortress Private Ledger, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fortress, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Zimmer is co-founder and co-owner of Ecusta Brewing Company, a brewery located in Pisgah Forest, NC. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, delivering tailored portfolio solutions through a network of investment adviser representatives.

Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

Kevin Brown is a CFP® with four years of industry experience. He currently serves as a financial advisor at Fortress Private Ledger, LLC and has prior experience at Fidelity Investments and Simplicity Wealth. Outside of his advisory role, he works as an Uber driver in Clayton, NC. Fortress Private Ledger provides financial planning, portfolio management, and retirement plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a variety of investment strategies, including trend identification and technical analysis, and offers both discretionary and non-discretionary management through in-house and third-party solutions.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barnabas Capital, LLC, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. In addition to his financial career, Mckinney serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and ERISA-qualified retirement plan consulting, among other services. The firm employs a multi-strategy investment approach with model-driven solutions and provides specialized advisory services such as Qualified Opportunity Zone consulting.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

Andrew Poston is a financial advisor at Fortress Private Ledger, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of finance, he is involved in youth sports as a scheduler for Piedmont Sports Officials and umpires high school and college baseball games. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm uses a variety of investment strategies including trend-identification and technical analysis, managing portfolios with individual securities and ETFs, and offers both discretionary and non-discretionary programs.

David Herman is a financial advisor with Fortress Private Ledger, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Arkadios Capital, Wealth Management Advisors, Triad Advisors Inc., and Wagner Wealth Management. Outside of his advisory work, he is involved in private investments in start-up companies and serves on the board of an angel investment group. Fortress Private Ledger advises individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies, utilizing ETFs, individual securities, and mutual funds to tailor portfolios.

David Grubbs is a financial advisor at Fortress Private Ledger, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Concourse Financial Group Securities. Outside of advising, he is a CPA, bookkeeper, tax preparer, and serves as a FINRA arbitrator. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a blend of trend-identification, technical analysis, and fundamental strategies, delivering both discretionary and non-discretionary investment solutions.

Earl Butcher is a financial advisor with Fortress Private Ledger, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at TruPoint Bank for 16 years. Outside of his advisory role, Mr. Butcher sells fixed life and annuity insurance through his separate business, Hometown Retirement Strategies. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs model-driven investment strategies combining technical and fundamental analysis and offers both discretionary and non-discretionary programs.

Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC. He holds a Series 66 designation and has 13 years of industry experience, including six years at LPL Financial. Outside of his advisory role, he is an executive producer and limited partner in a film production company that produced the movie "My Favorite Girlfriend." Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and specialized retirement plan consulting. The firm uses a combination of technical and fundamental investment strategies, providing model-driven solutions managed in-house or through sub-advisers, and offers distinct advisory services such as Qualified Opportunity Zone consulting.

Joseph Grabar III is a CFP® practitioner with 30 years of industry experience, currently serving at Fortress Private Ledger, LLC since 2018. Prior to this, he worked at LPL Financial, LLC for seven years. In addition to his advisory role, he is involved in various business activities including co-ownership of a tax preparation service and participation in a marketing service provider for the insurance industry. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a range of investment strategies including trend identification, technical analysis, and model-driven portfolio management both in-house and through sub-advisers.