Luke Perry

Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and operates Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and manages a private fund. The firm focuses on actively managed, income-oriented strategies that incorporate preferred and high-yield equity securities alongside options trading, utilizing both fundamental and technical analysis in portfolio decisions.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Thimbleberry Financial. Subsin serves as a board member for Whatsoever You Do, Inc., a nonprofit organization. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers a range of programs including discretionary wrap accounts, advisor-managed portfolios, and access to third-party strategists, managing approximately $484 million in assets.

Annalisa Clifford Gold is a financial advisor at Vanderbilt Advisory Services with four years of industry experience. She holds the Series 66 designation and has worked at Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as a committee member for Iowa WINS and is involved with Rotary Club International, participating in fundraising and community events. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.