Capstone Wealth Advisors, LLC

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.