Capital Synergy Partners

Robert Reedy is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with Capital Synergy Partners and has also been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and consulting services. The firm operates as a FINRA-registered broker-dealer and insurance broker/agent, delivering predominantly non-discretionary advice supported by a mix of fundamental, technical, and cyclical investment analysis.

James Moore is a financial advisor at Capital Synergy Partners with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates as both a registered investment adviser and broker-dealer, providing non-discretionary advice complemented by a mix of fundamental, technical, and cyclical investment analysis methods.

Mark Guillod is a financial advisor with Capital Synergy Partners, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Synergy Partners since 2012. Outside of his advisory role, Guillod is a CPA and owner of a tax consulting and preparation business. Capital Synergy Partners serves individual clients across various wealth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis, offering predominantly non-discretionary advice along with brokerage and insurance services through its dual RIA and broker-dealer registrations.

Stephen Clifford is a financial advisor at Capital Synergy Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Synergy Partners since 2011. He is also the owner of The Winfield Group, LLC, which is involved in fixed insurance and life and annuity sales. Capital Synergy Partners serves individual clients across wealth levels, providing portfolio management, financial planning, consulting, and advisor-managed accounts. The firm operates as both a registered investment adviser and a broker-dealer, offering a range of investment products and employing a primarily non-discretionary advisory approach.

Matthew Gandy is a financial advisor at Capital Synergy Partners in Irvine, CA, holding a Series 66 designation with seven years of industry experience. He has worked with CPS Financial & Insurance Services, Inc. since 2019 and has been associated with Capital Synergy Partners, Inc. since 2018. Outside of advisory work, he is involved as a sales associate with CPS Insurance Services. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, consulting, and advisor-managed accounts. The firm operates with a predominantly non-discretionary advisory approach and incorporates multiple investment analysis methods, including fundamental and technical strategies, while also functioning as a registered broker-dealer and insurance broker.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

Manfred Wunderlich is a financial advisor at Capital Synergy Partners with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Synergy Partners since 2014, having previously worked at R.D. Marcotte & Associates since 1977. Outside of advising, he manages farmland through Groom Family LLC and owns a fixed insurance sales agency, Wunderlich Financial Services. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and third-party money manager programs. The firm provides predominantly non-discretionary advice and employs a mix of fundamental, technical, and cyclical investment analysis methods.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Lorraine Dimartino is a financial advisor with Capital Synergy Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Financial West Group since 2006. Outside of her advisory role, she serves as president of Dimartino & Associates, Inc., an insurance brokerage specializing in health, Medicare supplement, life, and long-term care insurance. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, third-party money manager programs, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, employing a mix of fundamental, technical, and cyclical investment analysis methods with a primarily non-discretionary advisory approach.

Gilbert Talbert is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Foresters Equity Services, Inc. and AllState Insurance Company. Talbert is also the owner and president of Talbert Financial Services, a fixed insurance business. Capital Synergy Partners serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates as both an RIA and broker‑dealer, employing a mix of fundamental, technical, and cyclical investment analysis methods and generally providing advice on a non‑discretionary basis.