Capital Client group, Inc.

Troy Tipton is a financial advisor with Capital Client Group, Inc. in Anderson, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked extensively with American Funds and affiliated entities since 2004. Capital Client Group, Inc. provides marketing, client relations, and sales support services for managed-account programs and affiliated investment advisers, focusing on pooled investment vehicles and institutional program relationships rather than direct retail clients.

Nicole Wegman is a financial advisor with Capital Client Group, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She has a background that includes roles at Capital Group Companies and Same Day Dental, and she also works as an independent contractor in essential oil sales through doTerra. Additionally, she serves in part-time dental hygienist roles at several dental practices. Capital Client Group, Inc. markets investment and wealth-management services primarily to sponsored managed-account programs, intermediaries, and financial advisers, focusing on pooled investment vehicles and institutional program relationships rather than direct retail clients. The firm supports these programs through marketing, client relations, and service coordination for affiliated advisers and does not exercise investment discretion or hold client assets.

Jonathan Harris is a ChFC® with 16 years of industry experience, currently serving at Capital Client Group, Inc. He previously worked at American Funds for six years and at The Prudent Expert, LLC for three years. Capital Client Group, Inc. focuses on marketing investment and wealth-management services of its affiliates to managed-account programs, intermediaries, and financial advisers, emphasizing pooled investment vehicles and institutional relationships rather than direct retail clients. The firm provides distribution, sales support, and client service coordination but does not exercise investment discretion or hold client assets.

Elijah Dresen is a financial advisor at Capital Client Group, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at JPMorgan Chase Bank, American Funds Distributors, Inc., and Amazon. Capital Client Group, Inc. focuses on marketing investment and wealth-management services of its affiliates to managed-account programs, intermediaries, and financial advisers, primarily supporting pooled investment vehicles and institutional program relationships rather than direct retail clients. The firm provides distribution, sales support, and service coordination for affiliated advisory and fund products without exercising investment discretion or holding client assets.

Lorna Reinhardt is a financial advisor at Capital Client Group, Inc. in Costa Mesa, CA, holding a Series 66 designation with several years of experience at Capital Group and its affiliates since 2017. Her career includes roles at Genz & Associates and Star Asia Group. Capital Client Group, Inc. primarily serves intermediaries and financial advisers by supporting sponsored managed-account programs and institutional relationships. The firm focuses on distribution, sales support, and service coordination, recommending affiliated investment managers rather than exercising investment discretion directly.

Benjamin Leander is a financial advisor with Capital Client Group, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Capital Group / American Funds Distributors, Inc. and Dovenmuehle Mortgage. Capital Client Group, Inc. provides investment and wealth-management marketing and client-relations services to intermediaries and financial advisers, focusing on pooled investment vehicles and institutional programs rather than direct retail clients. The firm facilitates the use of affiliated investment managers and supports related advisory and fund products without exercising investment discretion or holding client assets.

Christopher Conwell is a financial advisor with Capital Client Group, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at American Funds since 1996. Capital Client Group, Inc. provides distribution, sales support, and client-relations services for managed-account programs and institutional clients, primarily recommending affiliated investment managers rather than directly managing assets. The firm also acts as a broker-dealer and underwriter for mutual funds advised by its affiliates.

Bryan Valenciano Coronado is a financial advisor at Capital Client Group, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including roles at Wellington Management Company and Vamos Ventures. His background also includes experience at Curacao and the University of Irvine. Capital Client Group, Inc. provides marketing and client-relations support for its affiliates’ investment and wealth-management services, primarily serving sponsored managed-account programs, intermediaries, and financial advisers rather than direct retail clients. The firm focuses on distribution, sales support, and service coordination for pooled investment vehicles and institutional program relationships.

Christopher Dunlap is an investment professional with 25 years of industry experience, currently with Capital Client Group, Inc. He holds Series 63 and Series 65 licenses and has worked extensively with American Funds from 2012 to the present. Capital Client Group markets investment and wealth-management services of its affiliates primarily to managed-account programs, intermediaries, and financial advisers, focusing on pooled investment vehicles and institutional relationships rather than direct retail clients. The firm provides distribution, sales support, and service coordination for affiliated advisory and fund products.

Taylor Smith is a financial advisor at Capital Client Group, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Funds since 2015. Capital Client Group, Inc. supports managed-account programs, intermediaries, and financial advisers by providing marketing, client-relations, and service coordination for affiliated investment managers. The firm focuses on pooled investment vehicles and institutional program relationships rather than direct retail clients.

Blake Anderson is a CFA® charterholder with 12 years of experience in the investment industry. He is currently with Capital Client Group, Inc., where he has worked since 2022. Prior to that, he spent nine years at Dimensional Fund Advisors / DFA Securities LLC. Capital Client Group, Inc. provides distribution, sales support, and client-relations services for affiliated advisory and fund products, focusing on managed-account programs and institutional relationships rather than direct retail clients. The firm recommends and facilitates the use of affiliated investment managers but does not exercise investment discretion or hold client assets.

Ashley Dunham is a financial advisor at Capital Client Group, Inc. in San Antonio, TX, with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Capital Client Group, she worked at Edward Jones from 2018 to 2022. Capital Client Group, Inc. provides distribution, sales support, and service coordination for pooled investment vehicles and institutional programs, recommending affiliated investment managers rather than directly managing assets or executing transactions.

Gabriela Arambula is a financial advisor at Capital Client Group, Inc. with one year of industry experience. She holds the Series 66 designation. Prior to joining Capital Client Group, she worked in various roles including positions with OU Athletics and the University of Oklahoma. Capital Client Group, Inc. supports sponsored managed-account programs, intermediaries, and financial advisers by providing marketing, client-relations, and service coordination for affiliated investment managers. The firm focuses on pooled investment vehicles and institutional program relationships rather than direct retail clients.

Ryan Radtke is a financial advisor with Capital Client Group, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes a continuous tenure at American Funds from 2013 to the present. Capital Client Group, Inc. focuses on marketing investment and wealth-management services of its affiliates to managed-account programs, intermediaries, and financial advisers, primarily supporting pooled investment vehicles and institutional program relationships rather than direct retail clients. The firm provides distribution, sales support, and service coordination while recommending affiliated investment managers for client strategies.

Hudson Walker is a financial advisor at Capital Client Group, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Investment Management from 2014 to 2025. Capital Client Group, Inc. focuses on marketing investment and wealth-management services for pooled investment vehicles and institutional programs, supporting affiliated advisers through client relations and marketing rather than direct investment management or custody of assets.