Howard Capital Management, Inc.

William Stark is a financial advisor at Howard Capital Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Maverick and Mavern Consulting and Northwestern Mutual. Stark also spent four years at the University of Georgia. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm uses proprietary technical indicators to guide tactical investment decisions and offers a range of services including retirement plan support, private wealth services, and sub-advisory management for mutual funds and ETFs.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.

Steven Meyer is a financial advisor at Howard Capital Management, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018, following a brief tenure at Edward Jones. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services, including retirement planning support and private wealth management.

Ronald Howard is a financial advisor with Howard Capital Management, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has been with Howard Capital Management since 1999 and also works with The Optimized RIA, Inc. Additionally, he is a partner in V.J. Trading Inc., an investment-related business, and owns AR Investments, LLC, which is non-investment related. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and supports retirement clients with web-based tools and programs.

Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.

Matthew Daley is a financial advisor at Howard Capital Management, Inc. in Denver, CO, holding Series 63, 65, and 66 licenses with 26 years of industry experience. His prior experience includes 13 years at GWFS Equities Inc/Great West Life & Annuity Insurance Company. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of proprietary mutual funds and ETFs.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise Advisory Services since 2019 and previously at The Optimized RIA, Inc. and Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm offers a range of investment solutions, including internally developed model portfolios and third-party sub-advisors, and supports both discretionary and non-discretionary management.

Bailey Wakefield is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He previously worked at First National Bank of Huntsville and Brock Construction. Bailey holds a Series 65 designation. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and supports clients with a range of tools and private wealth services.

Coleton Staton is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual and John Hancock. Staton’s background also includes a role with the Atlanta Braves and experience at Mercer University. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of retirement tools, private wealth services, and sub-advisory support for mutual funds and ETFs.

Zachary Stout is a financial advisor at Howard Capital Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaumont Capital Management, Beaumont Financial Partners, and EQIS Capital. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm’s investment approach uses proprietary technical indicators to guide tactical equity allocations and supports clients with web-based retirement tools and private wealth services.

Nathan Simpson is a Series 65 licensed financial advisor with Howard Capital Management, Inc. in Denver, CO. He has 12 years of industry experience and has been with Howard Capital Management since 2012. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers, while also serving as sub-adviser and investment adviser to proprietary mutual funds and ETFs. The firm uses proprietary technical indicators to guide tactical investment strategies and supports retirement plan participants through various web-based tools and programs.

Kramer Shiflett is a financial advisor with Howard Capital Management, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Howard Capital Management in 2018, he worked at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Atlantic Trust Private Wealth. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in a tactical investment approach and offers a range of services including retirement plan tools, self-directed brokerage, and private wealth management.

Sandler Weinberg is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Inc. and Northern Lights Distributors, LLC. Outside of his advisory role, Weinberg serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, and also performs bookkeeping for 1836 Steakhouse restaurant. Howard Capital Management provides portfolio management services to individuals, trusts, retirement plan participants, and other advisers, with investment strategies centered on proprietary technical indicators such as HCM-BuyLine® and HCM Pivot Point®. The firm supports clients through web-based retirement tools and manages proprietary mutual funds and ETFs.

Christopher Cannata is a financial advisor at Howard Capital Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Penn Square Real Estate Group, KBS Capital Markets Group LLC, and Owl Rock Securities. Cannata has been with Howard Capital Management since 2019. Howard Capital Management provides portfolio management services to individuals, trusts, retirement plan participants, and other advisers, and serves as adviser and sub-adviser to proprietary mutual funds and ETFs. The firm uses proprietary technical indicators in its tactical investment strategies and offers web-based retirement planning tools and private wealth services.