Alpha Cubed Investments, LLC

Jarryd Reyes is a CFP® with 13 years of industry experience, currently affiliated with Alpha Cubed Investments, LLC. His prior roles include positions at CapFinancial Partners, Spectrum Wealth Management, Merrill, Bank of America, and Wescom Financial Services. He holds a life insurance license to assist clients seeking insurance solutions as part of their financial plans. Alpha Cubed Investments, LLC provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, managing approximately $3.0 billion in assets. The firm offers discretionary and non-discretionary management, family office services, and employs a broad investment approach including equities, fixed income, ETFs, options, and select cryptocurrency products.

Jared Oren is a CFP® professional with 14 years of experience in the financial industry. He is currently with Alpha Cubed Investments, LLC, where he has worked since 2017, and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Jared also spent time at CapFinancial Partners, LLC (CAPTRUST) beginning in 2026. Alpha Cubed Investments, LLC provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in client assets and offers discretionary portfolio management, model portfolios, family office services, and referrals to independent money managers, employing fundamental and technical analysis across a broad range of investment instruments.

Nicholas Thompson is a Series 65-licensed financial advisor with one year of industry experience. He is currently with CapFinancial Partners, LLC (CAPTRUST) and previously worked at Alpha Cubed Investments, LLC. Prior to his financial advisory roles, he held positions in planning and budgeting at Arizona State University and has experience in educational settings. Alpha Cubed Investments, LLC provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in assets and offers discretionary portfolio management, financial planning, and family office services across a broad range of investment instruments.

Christopher Bougeokles is a CFP® with 18 years of industry experience. He is currently with Alpha Cubed Investments, LLC and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Euro Pacific Capital, Inc. In addition to his advisory role, he provides talent management services through a sole proprietorship. Alpha Cubed Investments, LLC is a multi-team registered investment adviser managing approximately $3.78 billion for around 2,000 clients, primarily individual and high-net-worth investors as well as retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, model portfolios, and single-stock management, employing a range of investment strategies that include ETFs, mutual funds, individual securities, and more active tactics such as options and margin.

Marion Jabczenski II is a financial advisor with CAPTrust in Costa Mesa, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Alpha Cubed Investments, LLC for a total of 14 years before joining CAPTrust. CAPTrust is an institutional firm with over 800 advisors.

John Walsh is a financial advisor at Alpha Cubed Investments, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CapFinancial Partners, LLC (CAPTRUST), Alpha Cubed Investments, and Fidelity in various advisory and brokerage roles. Outside of his advisory work, he is a 50% owner of an Airbnb rental property in Scottsdale, Arizona. Alpha Cubed Investments provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in client assets, offering discretionary and non-discretionary asset management, financial planning, and family office services with an emphasis on continuous account supervision and a range of specialized investment strategies.

Glendon Trullinger is a financial advisor with Alpha Cubed Investments, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at Alpha Cubed Investments since 2015 and currently serves at its affiliated entity, CapFinancial Partners, LLC (CAPTRUST). Alpha Cubed Investments, LLC is a multi-team registered investment adviser managing approximately $3.78 billion for around 2,000 clients, including individual and high-net-worth investors as well as retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, and specialized services such as family-office support, utilizing a combination of fundamental and technical analysis across a broad range of investment instruments.

Doni Langston is a financial advisor with Alpha Cubed Investments, LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Alpha Cubed Investments, he worked at CapFinancial Partners, LLC (CAPTRUST), Empowerment Financial Group, and several other firms. Alpha Cubed Investments is a multi-team registered investment adviser managing approximately $3.78 billion for around 2,000 clients, including individuals, high-net-worth investors, and retirement plans. The firm provides discretionary and non-discretionary asset management with a diverse investment approach that includes fundamental and technical analysis, passive and active instruments, and specialized family-office services.

Mark Langerman is a financial advisor with Alpha Cubed Investments, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Alpha Cubed since 2015 and has prior experience with CapFinancial Partners, Ascendant Advisors, and Empowerment Financial Group. Langerman serves as a board member for the Pills Anonymous Works Service Office and the Monterrey and Mountainview Neighborhood Association. Alpha Cubed Investments provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, and family office services, managing approximately $3.0 billion in client assets with a focus on continuous account supervision and diversified investment strategies.

Jared Bergstrom is a CFP® and CFA® with 11 years of industry experience. He is currently with Alpha Cubed Investments, LLC and has previously worked at CapFinancial Securities, CAPTRUST, Wells Fargo Clearing Services, and WELLS FARGO Advisors. Jared also serves as a class coordinator for a personal finance class with Ramsey Solutions. Alpha Cubed Investments, LLC provides advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary asset management, family office services, and employs both fundamental and technical analysis across multiple asset classes.

Cameron Kirdahy is a financial advisor at Alpha Cubed Investments, LLC with a Series 65 credential. He has experience working at CapFinancial Partners, LLC (CAPTRUST) since 2026 and previously held roles at Alpha Cubed Investments and Advisor Assist, LLC. His background also includes time at StockSquirrel.com and the University of Massachusetts, Amherst. Alpha Cubed Investments, LLC provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in assets and offers discretionary portfolio management, model portfolios, and family office services with a focus on fundamental and technical analysis across various asset classes.

Steven Ford is a financial advisor at Alpha Cubed Investments, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alpha Cubed Investments since 2015 before joining CapFinancial Partners, LLC (CAPTRUST) in 2026. Alpha Cubed Investments provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in assets, offering discretionary and non-discretionary management, family office services, and a range of investment strategies including model portfolios and single-stock management.

Morgan Evans is a financial advisor at Alpha Cubed Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at CapFinancial Partners, LLC (CAPTRUST) and Convergent Capital. Prior to his advisory career, he was employed at the University of San Diego and Los Alamitos High School. Alpha Cubed Investments, LLC provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $3.0 billion in client assets and offers discretionary and non-discretionary asset management, standalone financial plans, and family office services.

Todd Walsh is a financial advisor at CAPTrust with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alpha Cubed Investments, LLC for 15 years. Outside of his advisory work, he owns and operates an avocado farm in Bonsall, California. CAPTrust is an institutional firm with over 800 advisors, serving clients through comprehensive investment solutions.

Hans Ewert is a financial advisor at Alpha Cubed Investments, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Alpha Cubed Investments since 2011, The Leaders Group, Inc. from 2012 to 2026, and currently at CapFinancial Securities, LLC and CapFinancial Partners, LLC since 2026. Alpha Cubed Investments provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary asset management, standalone financial plans, and family office services. The firm manages approximately $3.0 billion in client assets using a variety of investment strategies and emphasizes continuous account supervision and specialized family office offerings.