Brentwood, TN 12 Cadillac Dr. Office

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he is involved with Forward Financial and INS Services, where he has been a licensed insurance producer specializing in life, health, and fixed annuities since 1979. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, using a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

Timothy Mathieu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, following six years at The London Company of Virginia LLC. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach that integrates quantitative optimization and economic data inputs.

James Webb is a financial advisor with Summit Capital Solutions LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has held leadership roles at multiple firms, including Virtue Advisors and Integrity Retirement Group, and serves as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Summit Capital Solutions is an independent investment manager that primarily serves other registered investment advisers by providing model portfolio strategies through third-party platforms. The firm offers sector-focused investment models using a combination of fundamental, technical, and quantitative analysis, and is affiliated with insurance distribution and related businesses.

Steven Cervantes is a financial advisor with Virtue Capital Management, LLC in Brentwood, TN, holding a Series 66 credential and over 22 years of industry experience. He has held various roles across multiple firms, including Summit Capital Solutions and Lifemark Securities Corp. Cervantes is also the CEO of K Street Capital, an insurance sales and consulting business. Virtue Capital Management serves individuals, trusts, charitable organizations, corporations, and qualified plans through discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of tactical, strategic, and dynamic investment strategies alongside quantitative analysis and third-party manager selection.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Virtue Capital Management since 2013 and is also vice president of advisor development at Virtue Advisors, LLC, where he is involved in recruiting, retention, and training of advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data inputs and active management.

Aaron Hall is a financial advisor at Virtue Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Pacific Financial Group and Jackson National Life Distributors, LLC. Outside of advising, Hall is involved in rideshare driving and is establishing an LLC to support his son's pallet delivery business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting services. The firm integrates tactical, strategic, and model-based investment strategies to customize portfolios according to clients’ objectives and risk tolerances.

Jeremiah Threlkeld is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Virtue Capital Management since 2017. Prior to that, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing quantitative models and an active, model-driven investment approach.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 19 years of industry experience. He has held roles at Cool Springs Financial, Summit Capital Solutions, and Virtue Financial Holding Company, among others. Rettich is also the owner of Cornerstone Retirement Group, LLC, an investment advisory and financial planning firm. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across 90 advisers and over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing active, model-driven strategies primarily through mutual funds and ETFs.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at United Advisors America, Valic Financial Advisors, and several other firms dating back to 2016. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm employs a combination of active tactical, strategic, and quantitative approaches to align portfolios with client objectives and risk tolerances.

Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and having 10 years of industry experience. He has been with Virtue Capital Management since 2015 and is also self-employed as an insurance provider specializing in life, annuities, long-term care, and Medicare supplement products. Outside of his advisory role, he owns a livestock farm and serves as a board member and volunteer with Fellowship Christian Athletes, assisting with planning events and workshops for student athletes. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm employs strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, using quantitative models and due diligence on third-party managers, and offers a range of services including portfolio management, financial planning, and retirement education.

Jeremy Rettich is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and has 19 years of industry experience. He serves as Chief Executive Officer of Virtue Capital Management and is also involved in several affiliated entities, including Virtue Advisors, an insurance marketing organization where he is president, and a firearms and ammunition sales business. Rettich has held leadership roles across multiple related firms since 2003. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for more than 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, ERISA and qualified plan consulting, and a financial education course for pre-retirees, employing quantitative models and an active, model-driven investment approach.