Capitalwize, LLC

Ike Elele is a CFP® professional with four years of experience in the financial services industry, currently serving as an advisor at Capitalwize, LLC. His prior experience includes roles at Ameriprise, T. Rowe Price, and Morgan Stanley Private Bank. Outside of finance, Elele teaches ballroom dance classes for the University Park Junior Cotillion. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured financial audit and client profiling process, often utilizing third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Greg Derderian is a financial advisor at Capitalwize, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Capitalwize, he worked at firms including Strategic Advisers, LLC and Fidelity Brokerage Services, LLC. Outside of advising, he serves as a senior recruiter at Talent Retriever LLC. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non–high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on documented client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio implementation.

George Acheampong is a financial advisor at Capitalwize, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Wells Fargo and Gradient Investments, LLC. Outside of advisory services, he is President of Acheampong Enterprises, LLC, which sells digital financial education resources and apparel promoting wealth building for minorities. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a documented client profile and risk tolerance through a financial audit and intake interview, often delegating portfolio management to third-party managers and digital platforms while retaining discretionary authority.

Devin Alphin is a financial advisor at PR Squared Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MassMutual and TIAA-CREF. Outside of his advisory role, Alphin is involved with Melanin Money, a financial planning firm, and operates as a licensed insurance agent. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, ERISA 3(21) fiduciary services, and participant education. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, and conducts regular account reviews including rebalancing and tax management.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Thomas Windom is a financial advisor at Ethos Financial Planning in Cleveland, OH, with three years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Ohio National Financial Services. Outside of his advisory role, he is involved in real estate investing. Ethos Financial Planning serves individual and high-net-worth clients by providing investment management, financial planning, and educational seminars. The firm primarily manages non-discretionary client accounts and integrates Modern Portfolio Theory with both passive and active investment strategies, offering a service model that combines financial planning with portfolio advice.

Da Zha Jones is a financial advisor at Capitalwize, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group and Legends Hospitality/Asurint. Outside of Capitalwize, he serves as CEO of Guided to Wealth Planning Group, providing one-on-one financial coaching and wellness education. Capitalwize, LLC is a fee-only financial planning and portfolio management firm serving individuals and business entities, focusing on non-high-net-worth clients. The firm emphasizes a documented client profile and risk tolerance through a financial audit and intake process, often delegating portfolio management to third-party managers while maintaining discretionary authority and client communication.