G2 Capital Management, LLC

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Greg Grabovac is a financial advisor at G2 Capital Management, LLC with 11 years of industry experience. He has worked at G2 Capital Management since 2017 and previously held positions at Wealthstone Equities, Inc. and WealthStone, Inc. He serves on the board of a nonprofit organization. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Kevin Vannatta is a CFP® professional with six years of industry experience. He has been with G2 Capital Management, LLC since 2020 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Brad Gregory is a financial advisor at G2 Capital Management, LLC in Columbus, OH, holding a Series 65 designation with nine years of industry experience. He worked at Buckingham Capital Management, Inc. for eleven years prior to joining G2 Capital Management in 2022. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on long-term portfolio construction with low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers family-office advisory services, retirement plan consulting, and access to private capital market investments for accredited investors.

Sean Luttrell is a CFP® with Series 66 registration and one year of industry experience. He is currently with G2 Capital Management, LLC and previously worked at Summit Financial Strategies and Morgan Stanley. Outside of finance, his work history includes roles in diverse sectors such as collegiate employment and recreational facilities. G2 Capital Management, LLC is an SEC-registered advisory firm managing approximately $756.5 million for a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term, rules-based investment approach focused on risk management and diversified allocations, and it distinguishes itself through its involvement in private funds and private capital opportunities.