Fortress Private Ledger, LLC

Kyle Roth is a financial advisor with Fortress Private Ledger, LLC, holding a Series 65 designation and six years of industry experience. He has an extensive background in dental practice transitions, working with Encompass Dental Practice Transitions since 2010 and Carolina Dental Arts since 1997. Fortress Private Ledger advises both individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach based on trend identification and technical analysis, complemented by fundamental analysis and sector rotation, offering a range of portfolio management and consulting services.

Brandon Walls is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The Fidelity Bank, LPL Financial, Allegacy Federal Credit Union, and CUSO Financial Services. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, employing a mix of ETFs, individual securities, and mutual funds, and delivers services through a network of advisers using both discretionary and non-discretionary models.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

William Zimmer is a financial advisor at Fortress Private Ledger, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fortress, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Zimmer is co-founder and co-owner of Ecusta Brewing Company, a brewery located in Pisgah Forest, NC. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, delivering tailored portfolio solutions through a network of investment adviser representatives.

Kent Gravely is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC since 2019. He previously worked at LPL Financial for three years. Outside of his advisory role, Gravely is involved in church ministry focused on music direction and performance. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that incorporates trend identification, technical analysis, and complementary strategies across various asset types.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of his advisory work, he is also active as an Uber driver. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies across a variety of securities and model programs.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Barnabas Capital, LLC, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. In addition to his advisory role, he serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering services such as financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm’s investment approach combines trend identification and technical analysis with complementary strategies and utilizes a variety of securities and model programs.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

David Herman is a financial advisor with Fortress Private Ledger, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Arkadios Capital, Wealth Management Advisors, Triad Advisors Inc., and Wagner Wealth Management. Outside of his advisory work, he is involved in private investments in start-up companies and serves on the board of an angel investment group. Fortress Private Ledger advises individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies, utilizing ETFs, individual securities, and mutual funds to tailor portfolios.

David Grubbs is a CFP® and ChFC® with 29 years of industry experience. He is currently with Fortress Private Ledger, LLC and has been associated with LPL Financial LLC since 2010. Outside of advisory roles, he works as a CPA/bookkeeper/tax preparer and serves as a FINRA arbitrator. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm uses a combination of technical and fundamental analysis to manage portfolios and offers services ranging from financial planning to specialized Qualified Opportunity Zone advisory.

Earl Butcher is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at TruPoint Bank for 16 years and has been involved with Hometown Retirement Strategies, LLC since 2022, where he sells fixed life and annuity insurance. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, and specialized advisory services including Qualified Opportunity Zone consulting. The firm uses a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, supported by a network of advisers and third-party relationships.

Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial LLC since 2013. Outside of his advisory role, he is an executive producer and limited partner in a film production company, Just a Pinch Productions, LLC. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, utilizing a range of securities and third-party managers.

Joseph Grabar is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Fortress Private Ledger, LLC since 2018 and previously spent seven years at LPL Financial, LLC. Outside of his advisory role, he is involved in several business activities including ownership in marketing services for the insurance industry and participation in tax preparation and estate planning referral services. Fortress Private Ledger advises both individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm offers financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services, employing a dynamic investment approach that combines technical and fundamental analysis across a range of securities and model strategies.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.