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FINANCIAL ADVISORS

We believe advisory firms are only as strong as the people who create the advice. CAPTRUST professionals
have decades of experience combined with extensive training in the fields of economics, finance, law, accounting,
taxation and human resources. We are extremely proud of each member of our team – of their individual abilities,
their dedication, their character, and their commitment to collective excellence.
     
AKRON, OH
Stephen D. Wilt, CIMA
Senior Vice President, Financial Advisor
Industry experience since 1989
Focus: Institutions, Corporate Retirement Plans
and Affluent Families

Paul R. Stibich, Jr.
Financial Advisor
Industry experience since 2005
Focus: Institutions, Corporate Retirement Plans and Affluent Families		 Susan M. Clausen, AIF®, CRPC®
Financial Advisor
Industry experience since 1984
Focus: Institutions, Corporate Retirement Plans
and Affluent Families
     
ATLANTA
Victor A. Bell, Jr.
Managing Principal, Senior Advisor
Industry experience since 1982
Focus: Institutions, Corporate Retirement Plans,
Foundations, Endowments, Operating Assets

Richmond G. Bernhardt III, AIF®
Managing Principal, Financial Advisor
Industry experience since 1985
Focus: Institutions, Corporate
Retirement Plans and Affluent Families		 R. Lee Barnett, ChFC®
Vice President, Financial Advisor
Industry experience since 1971
Focus: Retirement Plans, Foundations, Endowments, and Affluent Families
     
BIRMINGHAM, AL
Patricia A. Bills, AIF®,
Vice President, Financial Advisor
Industry experience since 1978
Focus: Corporate Retirement Plans		 Paul Owen, AIF®, APR
Vice President, Financial Advisor
Industry experience since 2000
Focus: Corporate Retirement Plans
     
BOSTON
David L. Liebrock     
Vice President, Financial Advisor
Industry experience since 1985
Focus: Corporate Retirement Plans   		  
     
CHARLOTTE

Edwin A. Dalrymple, CIMA
Managing Principal, Financial Advisor
Industry experience since 1981
Focus: Affluent Families

Michael E. Blair
Senior Vice President, Financial Advisor
Industry experience since 1983
Focus: Institutions, Corporate Retirement Plans and Affluent Families

Charles Land Hite, Jr., CFP®
Senior Vice President, Financial Advisor
Industry experience since 1988
Focus: Institutions, Corporate Retirement Plans and Affluent Families

Chip Bradford, CFP®
Financial Advisor
Industry experience since 2002
Focus: Institutions, Corporate Retirement Plans and Affluent Families

G. Ric Mundorf, CFP®, CEBS
Vice President, Financial Advisor
Industry experience since 1972
Focus: Corporate Retirement Plans

Linda M. Kerschner, AIF®, CRPS®
Senior Vice President, Financial Advisor
Industry experience since 1976
Focus: Corporate Retirement Plans

Robert A. Jones
Senior Vice President, Financial Advisor
Industry experience since 1981
Focus: Institutions and Affluent Families

George G. Kroustalis
Vice President, Financial Advisor
Industry experience since 1996
Focus: Institutions, Corporate Retirement Plans and Affluent Families

Brian Zito, CFP®
Financial Advisor
Industry experience since 2003
Focus: Institutions, Corporate Retirement Plans and Affluent Families

Ryan Laderer, ARPS
Vice President, Financial Advisor
Industry experience since 2004
Focus: Corporate Retirement Plans
     
DALLAS, TX
John A. Pickett, AIF®, CIMA
Senior Vice President, Financial Advisor
Industry experience since 1980
Focus: Institutions, Corporate Retirement Plans,
Municipalities, Foundations, and Trusts

Jeffrey P. Medici
Vice President, Financial Advisor
Industry experience since 2000
Focus: Corporate Retirement Plans
 Jack Pratt
Financial Advisor
Industry experience since 2003
Focus: Corporate Retirement Plans, Foundations, and Trusts
     
JACKSON, MS
John W. Mangum
Senior Vice President, Financial Advisor
Industry experience since 1999
NFL Player: 1990–1998
Focus: Professional Athletes 		  
     
LOS ANGELES
Mark A. Davis QPFC
Vice President, Financial Advisor
Industry experience since 1991
Focus: Corporate Retirement Plans 		 
     
ORLANDO
Dan DiGiacomo
Vice President, Financial Advisor
Industry experience since 1999
Focus: Institutions and Corporate Retirement Plans 		 
     
PHILADELPHIA
Rick Shoff
Managing Director, Advisor Support, Advisor Support Group
Industry experience since 1983
Focus: Institutions, Corporate Retirement Plans,
and Individual Investors

Paul H. Schaffer, AIF®
Vice President, Financial Advisor
Industry experience since 1984
Focus: Institutions, Corporate Retirement Plans,
and Individual Investors 		Scott A. Wertheim, CEBS, AIF®
Vice President, Financial Advisor
Industry experience since 1996
Focus: Institutions, Corporate Retirement Plans,
and Individual Investors

Christopher D. Kulick, Jr., CIMA
Vice President, Financial Advisor
Industry experience since 2001
Focus: Corporate Retirement Plans
     
PORTLAND, ME
Michael S. Pratico, ChFC®, AIF®
Vice President, Financial Advisor
Industry experience since 1989
Focus: Corporate Retirement Plan		  
     
RALEIGH
Jon E. Strickland, AIF®, ARPS
Senior Vice President, Financial Advisor
Industry experience since 2000
Focus: Corporate Retirement Plans, Institutions,
and Affluent Families

John S. Martin, AIF®
Senior Vice President, Financial Advisor
Industry experience since 1991
Focus: Corporate Retirement Plans

James R. Talton III, AIF®
Senior Vice President, Financial Advisor
Industry experience since 1989
Focus: Institutions, Corporate
Retirement Plans, and Individual Investors

Johnny C. Garrett, Jr. AIF®
Senior Vice President, Financial Advisor
Industry experience since 1988
Focus: Institutions, Corporate
Retirement Plans, and Individual Investors

Mark T. Medlin, AIF®
Senior Vice President, Financial Advisor
Industry experience since 1989
Focus: Corporate Retirement Plans

Jason Bart
Vice President, Financial Advisor
Industry experience since 2004
Focus: Corporate Retirement Plans

Todd L. Jones CFP®, AIF®, ARPS
Senior Vice President, Financial Advisor
Industry experience since 1997
Focus: Corporate Retirement Plans,Institutions,
and Affluent Families

Michael E. Hudson, AIF®
Senior Vice President, Financial Advisor
Industry experience since 1992
Focus: Corporate Retirement Plans

Kevin M. Monroe
Vice President , Financial Advisor
Industry experience since 2000
Focus: Professional Athletes		 Jason F. Stanicek, AIF®, CRPS®
Vice President, Financial Advisor
Industry experience since 2000
Focus: Corporate Retirement Plans

R. Michael Gray, CPA, PFS
Vice President, Financial Advisor
Industry experience since 1981
Focus: Comprehensive Wealth Management for High Net
Individuals and their Families

Daniel A. Summerlin, CFA®
Vice President, Financial Advisor
Industry experience since 1995
Focus: High Net Worth Individuals and Affluent Families

Hugh Wilson Cole III (Trae)
Financial Advisor
Industry experience since 2000
Focus: High Net Worth Individuals and Affluent Families

John S. Pullen, CFP®
Senior Vice President, Financial Advisor
Industry experience since 1979
Focus: High Net Worth Individuals and Affluent Families

W. Traynor Reitmeier
Vice President, Financial Advisor
Industry experience since 1998
Focus: High Net Worth Individuals, Professional Athletes
and Affluent Families

Kyle L. Tucker, CFP®
Vice President, Financial Advisor
Industry experience since 2003
Focus: High Net Worth Individuals, Professional Athletes
and Affluent Families

Ellen D. Crowley
Vice President, Financial Advisor
Industry experience since 1993
Focus: Professional Athletes and Affluent Families

Gregory C. Diagonale, CEBS®, ChFC®, CMFC®
Financial Advisor
Industry experience since 1990
Focus: Corporate Retirement Plans
     
RICHMOND, VA
Barry V. Schmitt
Senior Vice President, Financial Advisor
Industry experience since 1985
Focus: Corporate Retirement Plans		 Beryl W. Ball
Vice President, Financial Advisor
Industry experience since 1982
Focus: Corporate Retirement Plans
     
ROANOKE, VA
David A. Camper, AIF
Vice President, Financial Advisor
Industry experience since 1984
Focus: Corporate Retirement Plans