Luis Ortiz Munera

Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

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.

Christian Pearson is a financial advisor at Turning Point Financial Advisory with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Treloar & Heisel, Inc., LPL Financial, Mass Mutual, and State Farm. Outside of financial advising, he serves as CEO of Alafia Consulting LLC, a business development firm for startup companies. Turning Point Financial Advisory provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other business entities. The firm offers non-discretionary portfolio management using a tactical allocation strategy and delivers ERISA-related pension consulting alongside participant education and fiduciary advice.

John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

Venkat Devineni is a financial advisor at Tampa Bay Capital Management LLC with a Series 65 designation and four years of industry experience. He serves as CEO of two information technology consulting firms, Quantilus Inc. and Global Soft Technologies LLC. Tampa Bay Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a variety of analytical methods and investment strategies ranging from long-term investing to options trading. The firm offers hourly billing for financial planning and requires clients to use a specified institutional custodian for account execution and custody.