Balentine

Kurt Lofters is a financial advisor at Balentine with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. since beginning his career in 2007. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select government entities. The firm employs a seven-year capital markets forecast and a diversified asset allocation framework, combining active and passive strategies along with third-party sub-advisers.

Rebecca Stone is a CFP® with 21 years of industry experience. She is currently an advisor at Balentine, LLC, where she has worked since 2025, following a 15-year tenure at Morgan Stanley. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select state and municipal government entities. The firm uses a seven-year capital markets forecast and a “Building Blocks” asset allocation framework, combining active and passive strategies along with third-party sub-advisers.

Matthew Raines is a Series 65-credentialed advisor at Balentine with six years of industry experience. He has worked at Balentine since 2018 and previously held roles at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018. Outside of his advisory role, he serves as an investor and board member of SURV Triangle LLC, a home services company. Balentine provides comprehensive wealth management, financial planning, investment management, and family office services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select government entities. The firm employs a capital markets forecast and a multi-asset “Building Blocks” framework, combining active and passive strategies alongside third-party sub-advisers.

Marshall Brannock is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Balentine, LLC since 2021 and previously at The Vanguard Group, Inc. from 2015 to 2021. Balentine provides comprehensive wealth management, financial planning, investment management, and private capital advisory services to individuals, high-net-worth families, foundations, retirement plans, and select government entities. The firm employs a seven-year capital markets forecast and a multi-asset “Building Blocks” framework, combining active and passive strategies alongside third-party sub-advisers.

Clifton Dortch is a financial advisor at Balentine with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Balentine in 2021, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine provides comprehensive wealth management, financial planning, investment management, sub-advisory services, family office services, and private capital advisory to individuals, high-net-worth entrepreneurs and families, foundations and endowments, retirement plans, and select state and municipal government entities. The firm’s investment process uses a seven-year capital markets forecast and a “Building Blocks” framework to allocate assets by risk type, implementing portfolios through a mix of active and passive strategies and third-party sub-advisers.

Lucas Roberson is a financial advisor at Balentine with a Series 65 designation and one year of experience at the firm. His prior experience includes roles at CapFinancial Partners (CAPTRUST), Fisher Investments, and Whitener Capital Management. Before entering the financial industry, he held various positions at Liberty University, including work in event production and campus recreation. Balentine provides comprehensive wealth management, financial planning, investment management, and private capital advisory services to individuals, high-net-worth entrepreneurs and families, foundations and endowments, retirement plans, and select government entities. The firm employs a risk-based asset allocation framework and combines active and passive strategies with third-party sub-advisers, managing approximately $5.3 billion in regulatory assets under management.

John Maddison is a financial advisor at Balentine with CFP®, CFA®, and Series 66 credentials and one year of industry experience. He has been with Balentine since 2014. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select state and municipal government entities. The firm uses a seven-year capital markets forecast and a “Building Blocks” framework to allocate assets across various risk types, employing a combination of active and passive strategies alongside third-party sub-advisers.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine, she worked at Truist Wealth and Energy Corporation of America. She is based in Raleigh, NC. Balentine provides comprehensive wealth management, financial planning, investment management, family office services, and private capital advisory to a diverse client base including high-net-worth individuals, families, foundations, and select government entities. The firm employs a seven-year capital markets forecast and a “Building Blocks” asset allocation framework, combining active and passive strategies alongside third-party sub-advisers.

William Thacker is a financial advisor at Balentine with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, and Bank of America U.S. Trust. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select government entities. The firm employs a capital markets forecast and a risk-based asset allocation framework, combining active and passive strategies along with third-party sub-advisers.

Jonathan Bristow is a financial advisor at Balentine in Atlanta, GA, holding the CFA® designation along with Series 63 and Series 66 licenses. He has experience at dKiM CAPITAL, LLC and Bank of New York Mellon, with a combined industry background since 2015. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select government entities. The firm employs a capital markets forecast and a diversified asset allocation framework, integrating active and passive strategies alongside third-party sub-advisers.

Elizabeth Meeks is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, she worked for seven years at PNC Private Bank and spent four years at the University of Georgia. Balentine provides comprehensive wealth management, financial planning, investment management, and family office services to individuals, high-net-worth families, foundations, retirement plans, and select government entities. The firm employs a seven-year capital markets forecast and a diversified asset allocation framework, combining active and passive strategies alongside third-party sub-advisers.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including GFO Advisory Services and SunTrust in various advisory roles. He serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels to resolve industry-related disputes. Balentine provides comprehensive wealth management, financial planning, investment management, and private capital advisory services to individuals, high-net-worth families, foundations, retirement plans, and government entities. The firm employs a structured investment approach using a seven-year capital markets forecast and a diversified asset allocation framework, combining active and passive strategies along with third-party sub-advisers.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 licenses and three years of industry experience. She has worked at Merrill, Bank of America, and Balentine, LLC. Prior to her financial career, she held roles at Georgia Institute of Technology and Clarke County School System. Balentine provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, foundations, endowments, retirement plans, and select government entities. The firm uses a seven-year capital markets forecast and a risk-based asset allocation framework, combining active and passive strategies along with third-party sub-advisers.

Christopher Vanbuhler is a financial advisor at Balentine with Series 63 and Series 65 licenses and over six years of experience. His prior roles include positions at Truist Advisory Services, The Vanguard Group, and PowerTeam Services. Balentine provides comprehensive wealth management, financial planning, investment management, sub-advisory, family office, and private capital advisory services to individuals, high-net-worth families, foundations, endowments, retirement plans, and select state and municipal government entities. The firm employs a seven-year capital markets forecast and a “Building Blocks” framework to allocate assets across various risk types using a blend of active and passive strategies and third-party sub-advisers.

Juwon Hill is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Balentine, LLC and has previously worked at Ensemble Capital Management and GHP Investment Advisors. Balentine provides comprehensive wealth management and advisory services to individuals, high-net-worth entrepreneurs and families, foundations, endowments, retirement plans, and select government entities. The firm uses a seven-year capital markets forecast and a multi-asset “Building Blocks” framework, combining active and passive strategies alongside third-party sub-advisers.