AlphaCore Capital LLC

Matthew Gilchrist is a CFP® and PFS™ credentialed advisor with 17 years of industry experience. He is currently with AlphaCore Capital LLC and has previously worked at SPC Financial, Inc. and Raymond James Financial Services, INC. Mr. Gilchrist serves as Treasurer on the board of the Cura Personalis Project, a nonprofit organization supporting adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm emphasizes multi-asset portfolios by combining traditional equity and fixed-income investments with alternative strategies and private-market allocations.

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Callan Capital, LLC for 18 years before joining AlphaCore in 2025. Ryan also serves as a consultant for Alternative Fund Advisors, LLC, dedicating part of his time to that role. AlphaCore Capital LLC is an independent wealth advisory firm that serves individuals, high-net-worth clients, entities, and institutional investors. The firm focuses on multi-asset portfolios that combine traditional equity and fixed income with alternative and private-market strategies, utilizing manager due diligence and third-party platforms to tailor client solutions.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. Jessica serves on the board of her local homeowners association, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm that provides investment management, comprehensive financial planning, tax preparation, retirement plan advisory, and trustee services to individuals, high-net-worth clients, entities, and institutional investors. The firm emphasizes multi-asset portfolios combining traditional and alternative strategies and manages approximately $9.03 billion in assets across a team of 56 advisors.

Stephen Pedicini is a CFP® professional with 21 years of industry experience, currently serving at AlphaCore Capital LLC since 2024. His prior roles include positions at Valley Wealth Managers, Inc., TD Ameritrade, and Federated Securities Corp. AlphaCore Capital LLC is an independent wealth advisory firm catering to individuals, high-net-worth clients, entities, and institutional investors. The firm offers investment management, comprehensive financial planning, tax preparation, retirement plan advisory, and trustee services, utilizing multi-asset portfolios that incorporate traditional and alternative strategies.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 17 years of industry experience. She has held positions at AlphaCore since 2020 and previously worked at Altegris Investments, Inc. from 2009 to 2020. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm manages multi-asset portfolios that combine traditional equity and fixed income with alternative strategies and private-market allocations, utilizing diverse management approaches including third-party platforms and sub-advisers.

Huckleberry Gibson is a CFP® with six years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore in 2024, he worked at Fidelity Brokerage Services LLC for four years and served in the United States Air Force from 2017 to 2020. AlphaCore Capital LLC is an independent wealth advisory firm that serves individuals, high-net-worth clients, entities, and institutional investors. The firm manages discretionary multi-asset portfolios that incorporate traditional and alternative investments, utilizing manager due diligence, sub-advisers, and third-party platforms to tailor solutions to client needs.

Elise Weinstein is a CFP® professional with eight years of industry experience. She currently advises at AlphaCore Capital LLC and previously worked at Sella & Martinic, LLC and SPC Financial, INC. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm manages multi-asset portfolios that combine traditional equities and fixed income with alternative strategies and private-market allocations, using a variety of investment platforms and sub-advisers to customize client solutions.

Carl Adams is a Series 65-credentialed financial advisor with 16 years of industry experience. He has worked at AlphaCore Capital LLC since 2018 and previously spent nine years at Delphi Private Advisors. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm emphasizes multi-asset portfolios combining traditional equity and fixed income with alternative and private-market strategies, using a range of management techniques and sub-advisory relationships to tailor solutions.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at enTrust Wealth Advisors, LLC and US Bank. Brennan studied at the University of Oregon from 2014 to 2018. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm offers a range of services including investment management, financial planning, tax preparation, retirement plan advisory, and trustee services, with a focus on multi-asset portfolios that combine traditional and alternative strategies.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has served as president of JMJ Consulting since 1976, providing tax, insurance, and estate planning services. His prior work includes founding James M. Johnston & Associates, Inc., where he worked for over three decades. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm focuses on multi-asset portfolios incorporating traditional and alternative strategies, managing assets on a discretionary basis, and providing services such as investment management, financial planning, tax preparation, and trustee services.

Steven Cimino is a Series 65-registered financial advisor with AlphaCore Capital LLC in Rockville, MD. He has one year of experience at AlphaCore, following eight years at SPC Financial, Inc. and four years at Collins Investment Group. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides investment management, financial planning, tax preparation, retirement plan advisory, and trustee services, emphasizing multi-asset portfolios that combine traditional and alternative strategies.

Troy Owens is a CFP® with seven years of industry experience, currently advising at AlphaCore Capital LLC in La Jolla, CA. He previously worked at LPL Financial, LLC and Nautilus Advisors, LLC. Owens also serves as a producing agent for AlphaCore Insurance Services, offering insurance products alongside his advisory role. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm manages multi-asset portfolios using a range of strategies including traditional equity, fixed income, alternatives, and private-market allocations, operating with a large platform of 56 advisors and over $9 billion in assets under management.

Andrew Theobald is a CFP® with four years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore, he worked at SPC Financial, Northwestern Mutual Investment Services, and Isaacson Miller Inc. He is also an insurance agent affiliated with AlphaCore Insurance Services, engaging in insurance-related activities alongside his advisory role. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm focuses on multi-asset portfolios combining equities, fixed income, alternatives, and private-market allocations, employing a range of management strategies including sub-advisers and model portfolios.

Timothy Callan is a CFP® with 25 years of industry experience, currently serving as an advisor at AlphaCore Capital LLC. He previously spent 18 years at Callan Capital, LLC. Outside of his advisory roles, he consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm manages multi-asset portfolios blending traditional and alternative strategies, providing tailored solutions through discretionary management and a platform of sub-advisers and model portfolios.

Todd Rundle is a CFP® professional affiliated with AlphaCore Capital LLC, with experience in the financial services industry dating back to 2006. His prior roles include positions at SPC Financial, Inc. and Raymond James Financial Services, Inc. He is based in Rockville, MD. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm focuses on multi-asset portfolios combining traditional equity and fixed income with alternative strategies and private-market allocations, managing assets on a discretionary basis through various third-party platforms and sub-advisory relationships.