Michael Reiner

Michael Reiner graduated from the University of Georgia in 1974 with a BBA degree in Finance, special areas of study included portfolio management and investment banking. Michael worked as Vice President of an asset based lending group for a top 5 major financial services firm for 13 years. After leaving the bank Michael and partner, Woody Alpern, joined together and formed Capital Investment Advisors, Inc. and Capital Benefits Administration, Inc. In 2008, they helped drive the foundation of Wela Strategies.

Woody Alpern

Woody Alpern, CPA is a co-founder and partner in both Capital Investment Advisors (CIA) and Wela Strategies. Alpern advises CIA and Wela clients on a broad range of issues including taxes, personal finance, investing and real estate.

Alpern holds a Masters Degree in accounting with an emphasis in taxation from the University of South Carolina. In addition to being a CPA, Alpern is a Registered Investment Advisor and a licensed Life and Health insurance agent. He is a member of the American Institute of Certified Public Accountants and The Georgia Society of CPAs.

Wes Moss, CFP®

Wes Moss is a partner and advisor with Wela Strategies. He is also Chief Investment Strategist of Capital Investment Advisors (CIA) and is an active member on the Investment Committee. In addition, he works directly with clients providing investment strategy and guidance to help them meet their financial objectives.

Moss began his career at Prudential Securities as a financial advisor. In 2003 he joined UBS Financial Services as Vice President – Investments and became a CERTIFIED FINANCIAL PLANNER™ professional. Moss joined CIA in 2009.

Mitchell Reiner, CFP®, CIMA®

Mitch Reiner is one of the founding partners of Wela Strategies. Mitch drives the long-term strategy for Wela, sits on the Investment Committee (focus: closed-end funds) and actively advises clients. He is also an investment advisor as well as the Chief Operating Officer and Chief Investment Officer for Capital Investment Advisors.

Mitch has been a proud member of CIA and Wela since 2005. Prior to joining the firms, Mitch worked with UBS Financial Services both in their Atlanta and New York offices.

Matthew Reiner

Matt Reiner is the Portfolio Manager and also a partner for Wela Strategies. Matt coordinates the Investment Committee and translates the decisions into trades and allocation adjustments within the Wela Models. Matt is also an Investment Advisor for Capital Investment Advisors.

As the Portfolio Manager for Wela, Matt provides security and economic analysis to the Investment Committee, which in turn makes the decisions that are implemented in all Wela Portfolios.

Matt has passed all three levels of the CFA exam and is awaiting the official designation.

Matt joined CIA and Wela in 2009. Prior to joining CIA Matt worked with Bank of America in Boston and also with Charles Schwab in Phoenix.

Paul Scudellari, CFP®

Paul Scudellari has over 15 years of experience in the financial services industry. He most recently spent 11 years with Charles Schwab Advisor Services consulting with over 125 registered investment advisors in Atlanta and across the Southeast. Before leaving CSAS to become the Director of Business Development at Wela Strategies, LLC, he provided practice management and business planning solutions to 23 independent investment advisory firms that collectively provide financial counsel on over $20 billion to individuals, families, foundations, and institutions.

Mr. Scudellari previously spent almost 5 years with Goldman Sachs. The majority of that time he spent as a member of the Goldman Sachs Asset Management group that was responsible for managing over $15 billion for other institutions, foundations, and ultra high net worth families.

Mr. Scudellari is a CERTIFIED FINANCIAL PLANNER. He serves as an Honorary Board Member for the Special Olympics of Georgia.

Bryan Rea, CFP®

Bryan Rea, CFP® is an investment advisor for Wela Strategies. Mr. Rea is a graduate of the Harley Langdale College of Business at Valdosta State University with a BBA in Finance. Prior to joining Wela, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has also achieved the CERTIFIED FINANCIAL PLANNER, CFP® designation awarded by the Board of Standards, Inc.

Bryan is a member of the Investment Committee and focuses on unique income opportunities such as preferred and convertible stocks.

Tom Moore, CFP®, MTX

“I enjoy working with clients until every financial objective is accomplished.” Mr. Moore, a south Georgia native, is an investment advisor with Wela Strategies. Prior to joining Wela, Tom was a registered representative with a local financial planning firm from 1999 until 2002. Since 2002, Tom has refined his practice to dealing with business owners, executives, and retirees. He enjoys helping his clients make sound financial decisions, specializing in the areas of tax and investment planning.

Tom is a member of the Investment Committee and focuses on fixed income and overall strategy.

Curt Klein

Curt Klein is an investment advisor for Wela Strategies. Prior to joining Wela, he worked for Helton Asset Management in Atlanta, Henssler Asset Management in Atlanta, and Advanced Financial Strategists in Atlanta. Curt has been working in the fee only financial planning arena for 20 years.

His specialty on the team is analyzing individual equities and focusing on economic strategy on the Investment Committee.

Ryan Ely

Ryan Ely is an Investment Advisor for Wela Strategies. Ryan joined CIA in 2009. Prior to Wela, Ryan spent 3 years working with The Moss Financial Group at UBS Financial Services. His focus was on investment analysis, financial planning, and business development. Ryan is also the Executive Producer of Money Matters on NEWS/TALK 750 WSB-AM, every Sunday from 9am to 11am.

Ryan sits on the Investment Committee and focuses on alternative income investments such as MLPs, Royalty Trusts, and REITs.