McAdam LLC

Kristen Koonce is a CFP® with 12 years of experience in the financial services industry. She has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Koonce is currently affiliated with Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios and offers a range of investment strategies including alternative and specialized products, along with a subscription-based financial planning service.

Steven Schmuhl is a financial advisor at McAdam LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a focus on diversified portfolios that incorporate traditional and alternative investments.

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

Alaric Goth is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 66 designation and 12 years of industry experience. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments for ten years. Goth’s other business activities include insurance sales, specifically focused on fixed annuities. McAdam LLC provides financial planning, investment management, retirement plan consulting, and related support to individuals, trusts, charities, corporations, and government entities, including high-net-worth households. The firm typically manages client accounts on a discretionary basis, utilizing a range of investment vehicles and incorporating less liquid or specialized exposures tailored to client objectives.

Zachary Clark is a financial advisor with McAdam LLC, holding a Series 65 designation and five years of industry experience. Prior to joining McAdam LLC, he worked at Woodbridge Kart Club and Uber. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and periodic reviews, offering access to a range of securities, specialized investments, and integrated reporting tools.

Robert Kovalesky Jr. is a financial advisor at McAdam LLC in Charlotte, NC, with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Stash Wealth, Morgan Stanley, and Merrill. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment strategies, including direct indexing and private investment funds.

Matthew Donohue is a CFP® and Series 65 designated financial advisor at McAdam LLC with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a range of traditional and alternative investments while incorporating ongoing portfolio management and specialized planning products.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Justin Park is a Series 65-licensed advisor at McAdam LLC with one year of industry experience. His prior work includes a role at Vette.io and an extended period as a student before joining McAdam. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using a fundamental analysis approach and integrates specialized investment strategies such as direct indexing and cryptocurrency exposure.

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Morgan Murphy IV is a financial advisor at McAdam LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes positions at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a focus on fundamental analysis and incorporating a diverse range of investment exposures.

Douglas Smith is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Tiaa, and TD Ameritrade. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that includes mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposure.

Thomas Enriquez is a financial advisor at McAdam LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Brooks Quayle Global Resourcing, where he serves as a consultant in executive search. Outside of finance, Enriquez is involved in property management through his roles at Seven Hedges Property Management and Fifteen Hedges Property Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.