Isaac J. Treesh

Duane Eatherly is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the sole advisor at Sunrise Wealth Management, LLC since 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm uses three proprietary model portfolios and combines fundamental, technical, and cyclical analysis to guide investment decisions, managing approximately $6.8 million in client assets.

Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

Azul Galvez is the principal of Galvez Financial LLC, an independent advisory firm based in Parrish, Florida. Holding a Series 65 designation, Galvez has five years of industry experience and has worked at several financial and related firms before founding Galvez Financial. Galvez Financial LLC provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high-net-worth clients. The firm offers a range of services including comprehensive financial planning, portfolio management, and an options-based income service, tailoring investment strategies to clients’ goals, risk tolerance, and time horizon.

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.