Vital Capital LLC

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with nine years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Hilburn held positions at Central Wealth Management, Beaird Harris Wealth Management, and Quest Capital Management. Outside of advisory work, Hilburn is also a consultant for VITAL LLC. Vital Capital LLC provides discretionary portfolio management and financial planning services to individual clients, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and manages approximately $41.7 million in assets.

Ryan Johns is a financial advisor with Vital Capital LLC in Wesley Chapel, FL, holding a Series 65 designation and 11 years of industry experience. He previously worked at SFG Wealth Advisors LLC and The Strategic Financial Alliance, Inc., and has also operated as an independent contractor. Outside of his advisory role, Johns practices law, providing legal research, trial work, and litigation consultation. Vital Capital LLC offers discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm employs a combined fundamental and technical analysis approach tailored to client objectives and manages accounts primarily on a discretionary basis.

Julian Arndt is a financial advisor with Vital Capital LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Vital Capital, he worked at NuVenture Financial Group, AE Wealth Management, LLC, and Vanguard Marketing Corporation. He is also licensed as an insurance agent. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates, managing approximately $41.7 million. The firm combines fundamental and technical analysis tailored to client objectives and may include alternative investments and sub-advisory services in its offerings.