Capitol Securities Management, Inc.

John Oleary is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs using mutual funds, ETFs, individual securities, and other instruments, with advice delivered by a network of investment adviser representatives.

Edwin Bartlett Jr. is a financial advisor at Capitol Securities Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various programs and third-party managers.

Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at Centerpoint Group, FirstPRO Inc, and Experis, as well as positions outside finance such as at Big Hickory Bar and Grill and the University of South Carolina. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage, investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs investment adviser representatives who develop client-specific policies and manage accounts using a range of financial instruments.

David Papilsky is a financial advisor with Capitol Securities Management, Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Capitol Securities Management since 1992. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.

William Bendt is a financial advisor with Capitol Securities Management, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Capitol Securities Management since 2015. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Jason Ferree is a financial advisor with Capitol Securities Management, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 11 years before joining Capitol Securities Management in 2022. Outside of his advisory role, he owns Bridgepath Wealth Financial Advisors, an LLC used for tax reporting purposes. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various programs including separately managed accounts, wrap fee programs, and third-party money managers.

Joseph Markim is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 designations and has 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and Santander Securities. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, and trustee clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various programs and third-party managers.

Carol Dinh Nhat Quy is a financial advisor at Capitol Securities Management, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and UBS Financial Services Inc. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and utilizes a range of investment instruments tailored to client-specific policies.

James Day is a financial advisor at Capitol Securities Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capitol Securities Management since 2004, with brief periods at LPL Financial and Eastern Point Trust Services. Capitol Securities Management serves individuals—including high-net-worth clients—corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice through a network of investment adviser representatives using a range of investment instruments.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Samuel Lam is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has worked at Capitol Securities Management since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Robert Mckoy is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse investment instruments.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Ashley Gilfus is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding a Series 66 designation and 16 years of industry experience. She has worked with Capitol Securities Management since 2014 and also serves as an advisor on 401(k) plans at PAYX. Capitol Securities Management serves individual, corporate, and charitable clients by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various programs and employs a range of investment instruments, with advice delivered by its network of investment adviser representatives.