Charlotte, NC 2825 South Blvd. Office

Zachary Huneycutt is a financial advisor at Strathmore Capital Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Dimensional Fund Advisors since 2017 and previously was employed at Duke University. Outside of his advisory role, he serves as a volunteer on the finance committee for First Baptist Church Mount Holly. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation approach using mutual funds and ETFs, including Dimensional Fund Advisors products, and integrates technology such as Wealth.com and AI for administrative tasks, while offering distinctive services like a synthetic lending strategy and integrated tax-preparation and estate-planning platforms.

William Kernodle is a financial advisor at Strathmore Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital since 2009. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation driven investment approach focused on mutual funds and ETFs, complemented by technology tools for client service and an integrated offering that includes tax preparation and a securities-backed lending strategy.

John Kernodle is a financial advisor at Strathmore Capital Advisors with 16 years of industry experience. He has been with Strathmore Capital Advisors since 2005 and holds the Series 65 designation. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, incorporating technology for client service and offering distinctive services such as a securities-backed lending strategy and integrated tax preparation.

Julia Martinelli is a financial advisor at Strathmore Capital Advisors with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Dimensional Fund Advisors, The Vanguard Group, and Hightower Advisors. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs and integrates technology such as Wealth.com and AI for client service and administrative tasks.