Cape Investment Advisory, Inc.

David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Samuel Phillips is a financial advisor at Cape Investment Advisory, Inc. with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Phillips has worked at firms including Ameritas Investment Corp and United Producers Group. Outside of his advisory role, he serves on the board of directors for Phoenix Pass, an advocacy and intervention program for homeless mothers. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and employs a flexible asset allocation approach tailored to client goals.

David Welton is a financial advisor with Cape Investment Advisory, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Hobart Private Capital, and G.F. Investment Services. Outside of advisory work, he is an insurance agent specializing in fixed insurance and fixed annuity products, with over five decades in the insurance industry. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through a multi-office network of around 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Danita Yetter is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Cape Investment Advisory, Inc. and American Global Wealth Management, Inc., having previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory roles, she provides notary services for the state of Maryland and is involved in the sale of long-term care insurance and fixed annuities. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through roughly 40 advisors and offers tailored portfolio construction using fundamental, technical, and macroeconomic analysis.

Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

Jacob Wedincamp is an advisor at Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining Cape Investment Advisory, he worked at Nexus EcoServices and Harbin Engineering and spent several years at Carlson Environmental Consultants. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Stephen Enochs is an advisor at Cape Investment Advisory, Inc. in Marietta, GA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cape Investment Advisory since 2009, as well as American Global Wealth Management since 2026. Outside of his advisory role, he is president of S. Enochs Investments LLC, an investment-related business. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets, supports about 1,624 clients through around 40 advisors, and operates a multi-office network offering tailored portfolio management and 401(k) counseling.

Robert Farragher is a financial advisor at Cape Investment Advisory, Inc. in Orlando, FL, holding a Series 66 credential with 15 years of industry experience. He previously worked at 401k Generation for seven years before joining Cape Investment Advisory in 2019. Farragher is involved in insurance-related activities, assisting clients with insurance quotes and policy placement on a limited basis. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with about 40 advisors and approximately $402 million in regulatory assets under management, offering tailored portfolio construction and 401(k) counseling.

Gerald Dietz is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at Cape Securities since 2018. Dietz also serves as an adjunct instructor at Richland College. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor asset allocation and portfolio construction using various analytical methods and offers a range of service models, including discretionary management and 401(k) counseling.

Roy Smith is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Paragon Partners. In addition to his advisory role, he serves as a regional client manager supporting and educating state of Georgia plan participants for defined contribution plans through ACCG’s retirement solutions. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients through a multi-office network of approximately 40 advisors and uses a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Harold Knight is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He currently serves as Compliance Director at AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets and supports about 1,624 clients through a multi-office network of around 40 advisors who tailor portfolios using fundamental, technical, and macroeconomic analysis.

Gary Wargo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Cape Investment Advisory, Inc. since 2012 and is currently associated with American Global Wealth Management. Outside of his advisory role, he is a partner at Blueprint Financial Solutions LLC, a business related to fixed insurance. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor portfolios using fundamental, technical, and macroeconomic analysis, serving over 1,600 clients with approximately $402 million in assets under management.

Paul Jacobs is a financial advisor with Cape Investment Advisory, Inc. in Prescott Valley, AZ, holding a Series 66 license and bringing 20 years of industry experience. He has been with Cape Investment Advisory since 2017 and also serves as President and CEO of Jacobs Wealth Planning Inc., a DBA used for investment-related business since 2008. Additionally, he works as an insurance agent with FIG/Cape Insurance Solutions. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets for about 1,624 clients through a network of roughly 40 advisors, offering tailored portfolio construction and 401(k) counseling across multiple offices.

Karen Turner is a financial advisor with Cape Investment Advisory, Inc. She holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Cape Investment Advisory, she worked at Davenport & Co. LLC. Turner is a general partner in a family real estate partnership. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that combines fundamental, technical, and macroeconomic analysis.