McAdam LLC

Kristen Koonce is a CFP® with 12 years of experience in the financial services industry. She has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Koonce is currently affiliated with Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios and offers a range of investment strategies including alternative and specialized products, along with a subscription-based financial planning service.

Steven Schmuhl is a financial advisor at McAdam LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2018, with prior roles at Madison Avenue Securities, Purshe Kaplan Sterling Investments, The Heico Companies, and the University of Illinois at Urbana-Champaign. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of traditional and alternative investment strategies.

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

Alaric Goth is a financial advisor at McAdam LLC with 11 years of industry experience and holds the Series 66 designation. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments from 2014 to 2024, as well as Madison Avenue Securities since 2025. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across various asset classes and offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting through a multi-advisor platform.

Zachary Clark is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Uber and the Woodbridge Kart Club. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing fundamental analysis and a diversified approach that includes mutual funds, ETFs, independent managers, and specialized strategies.

Ronald Judkins is a financial advisor at McAdam LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to allocate client assets across various investment vehicles and offers a subscription-based financial planning service alongside access to specialized and alternative strategies.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 designations and 17 years of industry experience. His career includes roles at Morgan Stanley and Stash Wealth, where he is a partner. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

Matthew Donohue is a CFP® professional with five years of industry experience, currently serving as an advisor at McAdam LLC since 2020. His prior roles include positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and specialized strategies across a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Lindsey Tummond is a financial advisor at McAdam LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, BancWest Investment Services, and Bank of the West. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Rebecca Meares is a CFP® with 13 years of industry experience, currently serving as an advisor at McAdam LLC since 2014. Prior to joining McAdam, she worked at Purshe Kaplan Sterling Investments for six years. She is also a co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a diverse range of investment strategies tailored to client objectives.

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Morgan Murphy IV is a financial advisor with McAdam LLC in Chicago, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with McAdam LLC since 2014 and also worked at Purshe Kaplan Sterling Investments during that period. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment strategies including mutual funds, ETFs, independent managers, and specialized alternatives.

Douglas Smith is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, TIAA, and TD Ameritrade. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis and a range of investment strategies tailored to client objectives.