Capital Markets IQ, LLC

Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Robert Schreiber is a financial advisor at Capital Markets IQ, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Capital Markets IQ since 2013. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm employs a combination of fundamental and technical analysis along with proprietary strategies, offering wealth management, financial planning, and support for alternative investments.

William Peng is a financial advisor at Capital Markets IQ, LLC with 13 years of industry experience. He holds a Series 66 designation and has held roles at Millennial Pharmaceutical, SA Stone Wealth Management, and Capital Markets IQ over multiple periods. Outside of advisory work, he is an adjunct professor at Suffolk University and owns businesses in educational consulting and business consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis with proprietary strategies, and offers wealth management, financial planning, and administrative support for alternative investments.

Thomas Marshburn is a financial advisor with Capital Markets IQ, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Capital Markets IQ since 2016 and previously at Feltl And Company from 2014 to 2016. Outside of his advisory role, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, retail clients, and certain non-U.S. and multinational clients. The firm employs a combination of fundamental and technical analysis along with proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Timothy Valik is a Series 65 licensed advisor with Capital Markets IQ, LLC, where he has worked since 2021. He has four years of industry experience and also serves as a high school math teacher at Passaic County Vocational High School. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies, offering both discretionary and non-discretionary portfolio management and alternative investment support.

Matthew Rabinowitz is a Series 65-licensed advisor at Capital Markets IQ, LLC with experience beginning in 2021. He has owned and managed several non-investment businesses, including multiple oil and gas companies and management services firms. Prior to joining Capital Markets IQ, he was self-employed for 20 years. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain multinational clients. The firm employs a combination of fundamental and technical analysis along with proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Kenneth Wiseman is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Capital Markets IQ since 2005 and has prior experience at Birchwood Securities Corporation and Intercarolina Financial Services, Inc. Outside of his advisory role, he serves as chief technical officer, trader, and analyst for Entrepreneur's Investment Office Limited, a financial services company based in Dubai. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, retail clients, and select non-U.S. and multinational clients. The firm employs a combination of fundamental and technical analysis, proprietary strategies, and sub-advisory arrangements, offering both discretionary and non-discretionary portfolio management along with wealth management and business consulting services.

William Lawton is a financial advisor with Capital Markets IQ, LLC and holds a Series 63 designation. He has 17 years of industry experience and has held positions at firms including Seaspire Advisors, LLC and Concert Wealth Management, Inc. Lawton is also Chairman and CEO of Seagate Global Group, a private investment and trading operation, where he manages affiliated companies involved in financial and economic advising as well as recycling. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, consulting, and alternative investment services.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

Ian Johnson is a financial advisor at Capital Markets IQ, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Center Street Securities, Pfs Investments Inc., and Massmutual. Outside of advisory work, he is part owner and CEO of Duck Energy Management LLC, an oil and gas production company, and owns Bering Capital LLC, both non-investment related businesses. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain non-U.S. and multinational clients. The firm utilizes a combination of fundamental and technical analysis along with proprietary strategies, offering a range of wealth management, financial planning, and alternative investment services.

David Mirkin is a financial advisor at Capital Markets IQ, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He also serves as a principal and consultant at 2Co EOR US LP, providing finance and energy consulting services, and is a part owner and CFO of Duck Energy Management LLC. Through 2Co, he provides outside CFO services to Noblestone Capital LLC. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, providing wealth management, financial planning, and consulting, including support for alternative investments and 1031 exchanges.

Jason Bright is a financial advisor at Capital Markets IQ, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Control Southern. In addition to his advisory role, he is a managing partner at Brightsmith Advisors LLC, providing insurance sales and business consulting, and serves on the board of Family Promise of Gwinnett, a nonprofit organization. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, providing wealth management, financial planning, and consulting services.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016. He has 15 years of industry experience, including prior roles at Invest Financial Corp. and as owner and president of Veracity Financial Services since 2012. In addition to his advisory work, Simms owns Veracity Advisers LLC, which provides fixed insurance sales and business valuation services. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and select multinational clients. The firm employs a combination of fundamental and technical analysis with proprietary strategies, providing wealth and portfolio management, financial planning, and support for alternative investments.

Jason Sayles is a financial advisor at Capital Markets IQ, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Capital Markets IQ since 2017. Outside of his advisory role, Sayles is a partner at Catapult Creative Consulting, LLC, a corporate training and consulting firm, and he is president and owner of Apex Wealth Consultants Inc., which provides business and administrative consulting services. Capital Markets IQ serves individuals, small businesses, plan sponsors, and select international clients with services including wealth and portfolio management, financial planning, and business consulting. The firm integrates fundamental and technical analysis with proprietary strategies and offers alternative and private investments primarily on a non-discretionary basis.