Capstone Wealth Management Group, LLC

Michael Papi is a financial advisor at Capstone Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Cleveland Indians and Gastonia Honey Hunters. Capstone Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a fiduciary approach, using customized portfolios with a long-term strategic asset allocation combined with a tactical overlay, and manages approximately $292 million for around 573 clients.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.

Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Capstone and LPL Financial since 2016 and previously at Ameriprise Financial Services from 2014 to 2016. Outside of his advisory role, he serves as an assistant junior high softball coach for the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term strategic asset allocation with a tactical overlay using low-cost mutual funds, ETFs, individual stocks, and fixed-income securities, and manages most assets on a discretionary basis.

Zachary Kalinoski is a financial advisor at Capstone Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 designation and concurrently works as a clerk at Kalinoski Law Offices P.C., a law firm where he performs clerical duties. He has prior experience at Keystone College and Mid Valley School District. Capstone Wealth Management Group is an SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a fiduciary approach with customized portfolios based on long-term strategic asset allocation complemented by tactical overlays, using low-cost mutual funds, ETFs, individual stocks, and fixed-income securities.

Richard Condeelis is a financial advisor with Capstone Wealth Management Group, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Capstone since 2017 and also has experience with LPL Financial beginning in 2016. Earlier in his career, he spent a year with the Minnesota Twins. Capstone Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a fiduciary approach with customized portfolios built on long-term strategic asset allocation and tactical overlays, utilizing low-cost mutual funds, ETFs, individual stocks, and fixed income, while managing most assets on a discretionary basis.

Bryan Kupchik is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial and Capstone Wealth Management Group since 2016. Prior to that, he worked at Ameriprise Financial Services from 2014 to 2016. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.