Capstone Investment Group

Bryan Pettit is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Cuso Financial Services. Outside of his advisory role, Pettit is a youth pastor and soccer coach in Shelton, WA. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models for portfolio management.

Jonathan Leymaster is a financial advisor with Capstone Investment Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Prudential Insurance Company of America and Northwestern Mutual. He volunteers with the Ronald McDonald House. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis, including artificial intelligence inputs, to guide portfolio management.

Donna Monda is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has worked at CAPSTONE Investment Group since 2023 and previously spent over 30 years at KG Advisors, Inc./Nancy C. Nelson & Associates. Outside of advisory work, she is involved in family-owned real estate LLCs. CAPSTONE Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, employing a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models in its portfolio management.

Sandra Drennon is a financial advisor with Capstone Investment Group, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Private Client Services, and has been with Capstone Investment Group since 2008 in various roles. Outside of her advisory work, she is a managing member of 17SEVEN, LLC, which operates short-term rental properties. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, using a combination of fundamental, technical, and cyclical analysis along with artificial intelligence models to inform portfolio decisions.

Travis Bator is a financial advisor with Capstone Investment Group, holding Series 63 and Series 66 licenses and 17 years of industry experience. He is also the owner of TLB Law, a legal practice focused on business document formation and limited estate planning. Additionally, he serves as a firearms safety instructor and a notary in Wisconsin. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporates artificial intelligence models in growth strategies, and provides tailored portfolio management.

Jeffrey Wachtman is a financial advisor with Capstone Investment Group in Olympia, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jeffrey has worked at Proactive Financial Services, Inc. since 1999. Outside of his advisory role, he serves as Director of Connections Ministry at the Church of Living Water in Yelm, where he also leads occasional Financial Peace University classes. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using a combination of fundamental, technical, and cyclical analysis, incorporating artificial intelligence models alongside advisor judgment.

James Hanna is a financial advisor at Capstone Investment Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, Global Financial Private Capital, and Senior Advisory Benefits. He is also the owner of an insurance agency operating under Hanna Wealth Advisors, dedicating about half of his time to that business. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models in its portfolio management.

Jack Mc Govern II is a financial advisor at Capstone Investment Group with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms, including Fidelity Investments and Allstate Financial Services. Mc Govern is also dually licensed as a Registered Representative of M.S. Howells & Co. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, technical, and cyclical analysis alongside artificial intelligence models to inform portfolio management.

Jonathan Thrall is a financial advisor at Capstone Investment Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Stone Oak Wealth Management, USAA Investment Services Company, Capital Farm Credit, and Edward Jones Investments. Thrall's background also includes roles outside finance, such as positions at Truckfitters and Kendall County Veterinary Center. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management and financial planning, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models for portfolio management.