AlphaStar Capital Management

Allen Ray Jr. is a financial advisor at Alphastar Capital Management with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ray is the founder and president of DSR Investment Management Corp, an insurance company, which he has operated since 2008 and to which he devotes half of his professional time. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolios as well as subadvisory and platform services to other RIAs.

Hunter Matthews is a financial advisor at AlphaStar Capital Management and holds a Series 65 designation. He has been in the industry since 2024 and also works as an insurance agent with Strong Family Financial. Prior to entering financial services, Matthews served at Tink Air Force Base for five years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model and custom strategies based on quantitative analysis and tactical asset allocation.

Matthew Whitt is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Dean Financial LLC and Planet Fitness. Whitt is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Troy Dipre is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has been associated with AlphaStar since 2020. In addition to his advisory role, he is involved in insurance sales through Dipre, Brodnik, & Associates, Inc. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Michael Kojonen is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds a Series 65 designation and also owns Principal Wealth Services, LLC, a retirement planning firm, and Principal Preservation Services, LLC, a non-investment related business. Kojonen dedicates significant time to these ventures alongside his advisory role. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom investment strategies, employing strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and subadvisory support to other registered investment advisers.

Jonathan Blevins is a CFP® and ChFC® with 21 years of industry experience. He is currently with Alphastar Capital Management and has previously worked at Oakwood Capital Securities and TIAA-CREF. Blevins also serves as Vice President of Advisor Consulting for Alpha Star. Alphastar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies that combine strategic asset allocation with quantitative and momentum-based analysis.

Zach Buettner is a financial advisor with AlphaStar Capital Management, holding a Series 66 designation and 10 years of industry experience. He has held roles at Edward Jones, Sagepoint Financial, CreativeOne Wealth, and currently leads Conquistare Financial Advisory, where he serves as president and is involved in insurance sales including life, disability, and Medicare supplements. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation and quantitative analysis, and it also provides subadvisory and platform services to other registered investment advisers.

Emilee Eppler is a financial advisor at AlphaStar Capital Management with a Series 65 credential and six years of experience in the federal benefits and retirement planning sector. Her prior roles include positions at Federal Benefits Authority, LLC, MyFedBenefits, Weaver Insurance, and Miami Nation. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other advisers. The firm offers both model and custom portfolio strategies utilizing strategic asset allocation, quantitative analysis, and third-party research, and provides a range of services including portfolio management, financial planning, and retirement plan consulting.

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.

Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Wells Fargo Clearing Services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm offers both model and custom portfolio strategies using a quantitative, tactical approach and provides a range of services such as financial planning, retirement consulting, and subadvisory support.

Phillip Lawson is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds a Series 66 designation and has been with AlphaStar since 2015. Lawson also operates Lawson Financial Group and is a managing member of JJ Ventures, LLC, which owns and operates Jimmy John’s restaurants. Additionally, he is involved in a craft brewery startup as managing member of Brew Capital Partners, LLC. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a strategic asset-allocation approach combined with quantitative analysis and third-party research.

Reid Mathews is a CFP® and Series 65 licensed advisor with eight years of industry experience. He is currently with AlphaStar Capital Management and has previously worked at Berry Financial Securities, LLC and Berry Financial Group, Inc. Outside of his advisory role, Mathews is involved in offering insurance products, including annuities, life insurance, long-term care, and Medicare supplements through Berry Financial Group, where he spends significant time managing these services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and serves other advisers through subadvisory and platform services.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

Austin Dixon is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Empower Advisory Group and John Hancock. Dixon's background includes roles outside finance, such as positions at Vail Mountain Resorts and Mode Analytics. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs a combination of predefined Model Portfolios and custom strategies, using strategic asset allocation and quantitative methods, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Marshall Williford is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to joining AlphaStar, he worked at Envision Retirement Solutions and held positions in banking and healthcare. Outside of his advisory role, he is a compensated CPR instructor. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation and a quantitative tactical approach, offering both model portfolios and customized strategies, and provides a range of portfolio management and consulting services.