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  • The RIA Model Redefined

    Integration for the Complete Advisor

    A seamless merging of tools, technologies, and processes, empowering financial advisors to enhance efficiency, decision-making, and client service.

  • The RIA Model Redefined

    Delivering Value Beyond Measure

    Our solutions go above and beyond traditional offerings, and include comprehensive training, advanced technology solutions, personalized marketing assistance, and ongoing mentorship. We empower advisors to differentiate themselves in a competitive landscape.

  • The RIA Model Redefined

    Empowering Your Independence

    We help our advisors to build their own practices, establish unique investment strategies, deliver personalized advice, and ultimately foster stronger client relationships in a dynamic and evolving market.

Alphastar Capital Management

Empowering Financial Professionals™

Thriving as an Independent Advisor in today’s complex advisory environment requires you to deliver sophisticated and complete support.

At Alphastar Capital Management, we offer in-depth resources and ongoing business development that help you stay ahead. Our team stands behind you to help you grow, flourish, and maximize what’s possible.

Our Mission

Your success is our passion. We're here for you every step of the way. As your ally, we aim to help you transform your advisory practice by streamlining how you work and driving business growth. 

Our Vision

To simplify and execute the financial dreams of families across the world. From Sales to Compliance to Operations and beyond, we offer innovative resources and platforms that help you deliver a robust advisory framework.

Our Values

Perpetual excellence is achieved through a combination of unique perspectives, humility, and endless coaching for growth without limits. Recognizing that optimal solutions are derived from diverse viewpoints, we embrace the power of unique perspectives to drive innovation and success.

Our Mission

Your success is our passion. We're here for you every step of the way. As your ally, we aim to help you transform your advisory practice by streamlining how you work and driving business growth. 

Our Vision

To simplify and execute the financial dreams of families across the world. From Sales to Compliance to Operations and beyond, we offer innovative resources and platforms that help you deliver a robust advisory framework.

Our Values

Perpetual excellence is achieved through a combination of unique perspectives, humility, and endless coaching for growth without limits. Recognizing that optimal solutions are derived from diverse viewpoints, we embrace the power of unique perspectives to drive innovation and success.

You handle the relationships, we'll handle the rest.

Our team of professionals brings deep experience in Practice Management, Financial Planning, Operations, and Compliance, providing you with a foundation to flourish.

Brian Williams

Managing Partner
Paul Stetz

Paul B. Stetz

President

Tony Parish, CFA®, CQF

Chief Investment Officer

Laura Furner

Chief Operating Officer

Armin Sarabi

Chief Compliance Officer
Julie Starr

Julie Starr

Chief Financial Officer

Lejeana Love

Director of Compliance

Jonathan Blevins, CFP®, ChFC

VP – Advisor Consulting

Aaron Kingrey

Director of Trading
Kody Haglund

Kody Haglund

Associate Trader
Patrick Muldowney

Patrick Muldowney

Associate Trader

Jaren Kiser, CFP®

VP-Advisor Consulting

Katelyn Watkins

Marketing Coordinator
Conrad Phillips

Conrad Phillips

Business Development Consultant

William Yex

Financial Advisor
Gerri Fieno

Gerri Fieno

Accounting Manager
Zack Folger

Zack Folger

Billing & Data Analyst

Erin Ball

Operations Support Specialist
Crystal Bernens

Crystal Bernens

Platform Experience Coordinator

Carrie Sherrill

Advisor Services Manager
Ethan Bemis

Ethan Bemis

Advisor Services Manager

Nicole Famularo

Compliance Associate
Morgan Beatty

Morgan Beatty

Compliance Associate

Joe Hand

Branch Exam Specialist

Resources

Improve your practice with our educational resources. Stay up-to-date on the latest financial insights and resources by subscribing to our newsletter, and achieve your financial goals with confidence.