Key Capital Management, Inc.

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Shoemaker Financial, Securian Financial Services, and Cetera Advisor Networks. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets with a team of seven advisors serving around 1,730 client relationships.

Sarah Summers is a financial advisor at Key Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior roles include positions at Mariposa Group, LLC, LifeSci Advisors, LLC, and Angelo Gordon. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Jordan Zuger is an advisor with Key Capital Management, Inc., holding a Series 66 designation and beginning his financial services career in 2025. Prior to joining Key Capital Management, he held roles at Equitable Advisors, Northwestern Mutual Investment Services, and Net Elite. Outside of finance, Zuger serves as a referee for recreational basketball games with Hendersonville Parks and Recreation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Spencer Ader is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Key Capital Management, Inc., where he has worked since 2022. His prior roles include positions at Foundations Investment Advisors LLC, JLine Financial, Simplicity Wealth, BANK of AMERICA, Merrill, and Shugart Homes. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes and manages approximately $393 million in discretionary assets.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Keith Casiano is a financial advisor with Key Capital Management, Inc. He holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at Empower Advisory Group, Newport Group, Quinn Stauffer Financial, and Fidelity. Outside of finance, he works as an artist and designer, creating commissionable art pieces. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes model portfolios alongside a mix of technical, fundamental, and modern portfolio theory approaches.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor at Key Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Capital Management since 2014. Wood also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Jacob Harrison is a financial advisor with Key Capital Management, Inc. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, Northwestern Mutual, and Credence Innovations. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes, managing approximately $393 million in discretionary assets with a team of seven advisors.