Advisors at this firm
David S
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
David Suchland is a financial advisor with WealthBridge Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining WealthBridge in 2024, he spent 11 years with The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm employs a primarily long-term investment approach focused on customized portfolio construction using low-cost ETFs and mutual funds, supplemented by individual securities, bonds, and options, and offers public educational seminars on financial topics.
Ryan D
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
Ryan Dunlap is a financial advisor with WealthBridge Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Dunlap is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm employs a primarily long-term investment approach focused on customized portfolio construction using low-cost ETFs, mutual funds, and other securities, supported by fundamental, technical, and cyclical analysis.
Kati H
Series 66
Englewood, FL
WealthBridge Capital Management, LLC
Kati Hays is a financial advisor at WealthBridge Capital Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years and America At Play, Inc. for seven years. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm focuses on long-term, customized portfolio construction using low-cost ETFs and mutual funds, supported by fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.
Robert F
Series 65, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is a member of Northstar Studio LLC, which operates an all-star cheerleading business. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management. The firm focuses on long-term, customized portfolio construction using low-cost ETFs, mutual funds, and other securities, and offers public educational seminars on financial topics.