Wedmont Private Capital

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Alexandra Kroot is a CFP® professional with five years of experience in the financial services industry. She is currently with Wedmont Private Capital and has prior experience at The Vanguard Group, Inc. Outside of her advisory role, she is a partner in Mourning Sun, a business that plans grief retreats and events. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class allocations through index funds, ETFs, and selective third-party managers.

Thomas Ginty is a CFP® professional with 14 years of experience in financial advising. He is currently with Wedmont Private Capital, where he has worked since 2021. His prior experience includes roles at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified asset-class allocations with index funds, ETFs, and selective direct indexing or third-party managers.

Drew Frank is a CFP® with one year of industry experience, currently serving as a financial advisor at Wedmont Private Capital in Boulder, CO. Prior to joining Wedmont, he held roles at Diversified Asset Management, Inc. and worked in the nonprofit sector. Outside of finance, he has experience related to bicycle enterprises, including Wheelie Works Bike and NBX Narragansett Bikes. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing diversified asset-class allocations through index funds, ETFs, and selected third-party managers.

Daniel Holdridge is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He has worked at Wedmont Private Capital since 2025 and previously held roles at Savant Wealth Management, Wipfli Financial Advisors, and Hewins Financial Advisors. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm emphasizes a primarily passive investment approach based on Modern Portfolio Theory, using diversified asset-class allocations with index funds and ETFs, and offers discretionary portfolio management without relying on percentage-based fees.

James Pelletier is a financial advisor at Wedmont Private Capital with 11 years of industry experience. He has been with Wedmont since 2019 and previously worked at UBS Financial Services from 2016 to 2019. Pelletier holds the Series 66 designation. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified asset-class allocations with index funds, ETFs, and selective third-party managers.

Tyler Miles is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wedmont Private Capital. His prior experience includes roles at Triad Advisors, Keeney Financial Group, SFG Wealth Management, LPL Financial, Life Plan Financial, Bank of America, Merrill, Raymond James, and Deutsche Bank Securities. Wedmont Private Capital provides comprehensive financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing diversified asset-class allocations implemented with index funds, ETFs, and select third-party managers.

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 16 years of industry experience. He holds a Series 65 designation and has previously worked at Passport Wealth Management, XYPN Invest, Mindful Wealth LLC, and Hill Investment Group. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing diversified asset-class allocations through index mutual funds and ETFs, with portfolios managed on a discretionary basis and periodically reviewed to align with client goals and tax considerations.

Ryan Graham is a CFP® and CFA® affiliated with Wedmont Private Capital in Oro Valley, AZ. He has experience at Altfest Personal Wealth Management and PwC prior to joining Wedmont in 2025. Wedmont Private Capital offers ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive, Modern Portfolio Theory-based investment approach and includes discretionary management within its planning service rather than charging percentage-of-assets fees.

Emmett Stewart is a CFP® with 15 years of industry experience, currently serving at Wedmont Private Capital. His prior roles include positions at Facet Wealth and Charles Schwab. Outside of finance, he was involved with Monster Brazilian Jiu Jitsu for five years. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified asset-class allocations through index funds, ETFs, and selective direct indexing or third-party managers.