MEET OUR TEAM

Richard Bryant is a co-founder of the Capital Investment Companies and has served as an executive officer and principal of the companies since 1984. He has been in the financial services industry since 1982 and graduated from NC State with a BA in Business Management. Richard is married with two children and enjoys traveling, sports, music and cars.

Bobby Edgerton is a co-founder of the Capital Investment Companies and from 1984 until 2012 served as an executive officer and principal of the companies . He is also the firm's Chief Investment Officer and has been in the financial services industry since 1979. Bobby graduated from Wake Forest with a BA in Business and Finance. He enjoys reading, tennis and golf.

Ben Brooks is the President of Capital Investment Companies. He joined the firm in 2001 and has been in the financial services industry since 1986. He received his undergraduate degree from the University of North Carolina at Chapel Hill and graduated from Fuqua School of Business at Duke University with a Masters in Business Administration. Ben is married with five children and enjoys spending time with his family.

Kristy Ball joined Capital in 2018, and serves as the accounts payable clerk, working in the accounting and commissions department. She obtained her AA degree from Vance-Granville Community College in 2017 and her BS in Accounting from Liberty University in 2020. While not at work, Kristy enjoys spending time with family and friends, being outdoors, hiking, reading, and taking care of furry friends.

Richard Battle is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1993 and in the financial services industry since 1981. Richard specializes in portfolio management and mutual funds. He graduated from UNC-CH with a BS in Business Administration. He is married with three children and enjoys basketball and golf.

Lisa DeVine is a Compliance Officer with Capital Investment Companies. She re-joined Capital, after an initial ten-year stint, and working in a consultative capacity for an additional eight years, in 2018. Lisa is married, has three dogs and enjoys all things outdoors.

Kurt Dressler is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1996 and in the financial services industry since 1992. Kurt specializes in portfolio management with Capital Investment Counsel. Kurt graduated from Eastern Illinois University with a BS in Business Finance. Kurt is married with three children and enjoys hunting, fishing and motorcycling.

Dawn Earley is an administrative assistant for Con McDonald and has been with Physicians Financial Services since 2008. She was a real estate paralegal for 9 years and a title insurance marketing rep. for 5 years prior to joining the financial services industry. Dawn attended NC State and Durham Technical Community College. She enjoys traveling, running, great wine and her two Boston Terriers in her free time.

Hal Eddins is a vice president, investment advisor and broker with the Capital Investment Companies.He has been with the firm since 1987. Hal specializes in individual equities and portfolio management. He graduated from UNC-CH with an BS in Business. Hal has one child and enjoys motorcycles, cars and bicycles.

TJ Fowler is involved with Performance Measurement and Presentation for Capital Investment Counsel. He has been with the firm since January 2004 and has been in the financial service industry since 2002. TJ graduated from UNC-G with a BS in Business Administration and a minor in Communications Studies. In his free time he enjoys traveling, watching sports and spending time with his family and friends.

Burke Freedland is a Trading Assistant for the Capital Investment Companies Brokerage Division and has been with the firm since 2012. He graduated from East Carolina University with a BSBA in Finance. Burke enjoys fishing, watching sports and spending time with family and friends.

Sue Ellen Harrington is the operations manager for Capital Investment Counsel as well as corporate division of Capital Investment Companies. She as been with the firm since 1991 and maintains her general securities license. Sue Ellen graduated from NC State with a BA in Accounting. In her spare time she enjoys snow skiing.

Mark Jessick joined Capital in 2020, and works with Capital Insurance Affiliates, as well as other entities within our company. He has been in the financial industry since 2013, and graduated from UNC-Wilmington with a BS in Geology. Mark enjoys golf, photography, aviation and all racket sports.

Cindy Kasner is an Administrative and Sales Assistant for Capital Investment Group. She has been with the firm since 2001 and in the financial services industry since 1998. Cindy attended Oklahoma State University and Southwestern Oklahoma State College. She enjoys gardening and reading.

Matt Keen is a Compliance Officer for Capital Investment Companies.  He joined the firm in 2016 and has been in the financial services industry since 2012.  Matt graduated from Campbell University with a degree in Business Administration and a Master’s degree in Trust and Wealth Management.  He maintains his General Securities License and General Securities Principal License.  Matt enjoys the outdoors and taking care of his cows and Longleaf pines. 

Ron King is Chief Compliance Officer with the Capital Investment Companies. He has been with the firm since 2007 and in the financial securities industry since 1994. Ron is a graduate of The Southeastern Trust School of Campbell University. He is married with one child and enjoys fly fishing, classic cars and photography.

Julie Kjellberg is the Office Manager at Capital Investment Companies. Julie began her second tour with the company in 2012. Julie is married with two children, and enjoys going to the beach.

Sam Knight joined capital in 2021, and works as a Trading and Operations Associate. Since graduating from Bluefield University, Sam has acquired over 30 years of experience in the financial services industry and holds his series 6, 7, 63, and 66 licenses. He has been married to his wife Jenny for 27 years and together they have one child, Ginger, and two Border Collies, Comet and Shadow. Outside the office, Sam enjoys grilling, tailgating, NC State athletics, and is an active member of the Wolfpack Club.

Alan Long is an associate with Capital Insurance Affiliates. He has been with the firm since 2000 and in the financial services industry since 1974. Alan is a Chartered Life Underwriter and specializes in Insurance and Estate Planning. He is also past President of the Raleigh-Durham CLU Chapter. Alan attended Elon College and Wake Forest University. He is married with four daughters and five grandchildren and enjoys golf and traveling.

Con McDonald is a vice president, investment advisor and broker with the Capital Investment Companies. He is also president of Physicians Financial Services where he advises physicians on various financial issues. Con has been with the firm since 1984 and in the financial services industry since 1983. He graduated from UNC-CH with a major in accounting. Con is married with two children and enjoys sailing, boating and snow skiing.

Kemp Mebane joined Capital in 2021, and serves as a Brokerage Operations Associate. He graduated from Appalachian State University in 2010. While not working, Kemp enjoys golf, tennis, travel, watching sports, and gardening.

Ryan Mumy CFP, AIF is the Chief Investment Officer for Capital Investment Advisory Services, LLC ("CIAS"). He also serves as the Portfolio Manager for CIAS's Third Party Money Management service which provides institutional level portfolio management and economic commentary for other advisors in the financial services industry. Ryan is a graduate of Lenoir-Rhyne College, where he played baseball. He is also an avid outdoorsman. Ryan and his wife, April, reside in North Carolina with their two children, Chloe and Logan.

Duncan Musselwhite joined Capital in 2021, and serves as a Financial Advisor and assists Capital Investment Counsel with Operations and Marketing. After graduating from NC State with a B.A. in History, he has obtained his SIE, Series 7, and Series 66 licenses. In his free time, Duncan enjoys fishing, playing golf, and spending time with family and friends.

Bill Nicholson is the director of Capital Insurance Affiliates. He has been with the firm since 1995 and in the financial services industry since 1988. Bill is a Chartered Financial Consultant and specializes in business and estate planning. He graduated from UNC-CH with a BS in Business Administration. Bill is married with three children and enjoys golf, skiing & tennis. He is also a member of the National Association of Philanthropic Planners.

Jacqueline Nutter is an Administrative Assistant for Capital Investment Companies and has been with the firm since March 2004. Jackie is a native of Wake County an outdoor enthusiast. Jackie is an event organizer for the I've Always Wanted to Try That Group and a member of the Triangle Hiking and Outdoors Group. She has held numerous volunteer positions within our local schools and has been active in Wake county civic and community affairs. In her spare time she enjoys exercise, reading, running and prospecting real estate deals.

Aubrey Poe is a Marketing and Trading Assistant for Capital Investment Companies Brokerage Division and has been with the firm since 1998. She graduated from Meredith College with a BS in Business Administration and Marketing. Aubrey enjoys soccer, reading and the mountains.

David Puckett is the Case Management Specialist. His duties include preparing proposals, contracting, payroll, underwriting support and anything else needed to get cases issued. He has been in the financial services industry since 2012. He and his wife have been married since 2015 and enjoy the outdoors, cooking and going to the lake. They have two rescue dogs that they love to spoil. David graduated from North Carolina State University with a BS in Textile Technology and is a rabid Wolfpack fan. Go Pack!

Tess Ramby assists in the Compliance Department and is responsible for general Investment Advisory issues, Investment Advisory Representative (IAR) support, and general compliance related tasks. She has been with the firm since 2008 and in the financial services industry since 1987. Tess maintains her General Securities License and General Securities Principal License. She is married with two children and enjoys reading and spending time on the lake.

Bill Rogers joined Capital in 2022. He has been in the wealth management industry since 1980. Prior to joining Capital, Bill worked as a Financial Advisor with Smith Barney before moving to Wheat First Securities in 1987, where he served as Managing Director and Regional President of the Mid-Atlantic Region. Through all of the iterations of Wheat First to Wells Fargo Advisors, Bill maintained his role as Regional President of the Southeastern and Mid-Atlantic regions until 2021. Bill graduated from the University of North Carolina at Chapel Hill in 1979. He and his wife, Laura, have three daughters Laura, Kate, and Alston.

R.E. Rose is an investment advisor and broker with Capital Investment Companies. He joined the firm in 2016 and has been in the financial services industry since 1986. R.E. graduated from North Carolina State University with a BS in Mathematics. He is married with two children and enjoys golf and saltwater fishing. .

Tim Schutz is the IT Guru for Capital Investment Companies. Tim is an alumni of Western Carolina University, and holds several Microsoft and other network certifications. Tim enjoys working on cars and computers, and taking care of our Capital "family". He is married to Kathy, and they have two sons; Tim II and Matthew.

Missy Schwab is a compliance assistant with the Capital Investment Companies and has been with the firm since 2007. She attended Peace College and Meredith College. Missy is married with two children and enjoys reading, the beach and spending time with family and friends.

Allison Smith is the Administrative Assistant for Capital Insurance Affiliates. She has been with the firm since 2003 and in the Retirement Plan Administration industry since 1991. Allison attended Harbarger College and Wake Technical Community College.

George Smith is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1999 and has been in private industry since 1986. George specializes in portfolio management, asset allocation, and mutual funds. He attended UNC - Chapel Hill , is married with two children and enjoys tennis, fly fishing, and attending his son's athletic events.

Kristin Spears is the Billing and Receivables Coordinator for Capital Investment Counsel and has been with the company since March 2006. She graduated from East Carolina University with a BS in Apparel Merchandising and a minor in Business. She is married and enjoys ECU football, the beach, and spending time with her family.

Robin VanBurik is an Operations and Compliance Specialist for Capital Investment Companies. She joined the firm in 2017 after relocating to Raleigh from her home state of Ohio. She has been in the financial services business since 1987. Robin graduated from John Carroll University with a BA in Humanities and holds several FINRA securities licenses. She is married with two children and enjoys traveling and spending time with her family and friends.

April VanNieuwland joined Capital Investment Companies in 2022 after graduating from NC State with a B.S. in business administration. She holds her Series 7 and 66 licenses, and in her free time enjoys spending time with family and friends and trying new restaurants.

Virginia Vick is in charge of Asset Movement within the Operations Department for Capital Investment Companies Brokerage Divisions and has been with the firm since 2002. She graduated from Peace College with a BS in Communications and Mass Media. Vee Vee is married with two childeren and enjoys traveling and the beach.

Brenda Wilson is an accountant for Capital Investment Companies and has been with the firm since 2012. She graduated from ECU with a BSBA degree in accounting. Brenda enjoys spending time with her family, gardening, traveling and the beach.

Steven Wilson is the General Counsel for Capital Investment Companies. He has been with the firm since 2003 and has been a financial analyst, as well as provided legal, financial, and strategic planning counsel to both individual and business clients since 1997. Steven graduated from Duke University with a B.A. degree and received his law degree from Wake Forest University School of Law. He is also a CFA Charterholder. Steven enjoys tennis, backpacking, reading and traveling.

Stephanie Yamashita is an administrative assistant for Con McDonald and has been with Physicians Financial Services since 1996. She graduated from NC State with a BA in Business Management and enjoys tennis in her free time.


100 Six Forks Road, Ste 200, Raleigh, NC 27609 | (919) 831-2370 | [email protected]

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