Rigoberto Bautista

Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.

Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.

Daniel O’Rourke is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Strathmore Capital Advisors and has previous experience at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation approach using mutual funds and ETFs, integrates technology to enhance client service, and offers distinctive features such as a securities-backed lending strategy and integrated tax-preparation services.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Investment Group, Inc and Vision Financial Group. Outside of advisory work, she is a fixed annuity and life insurance agent and also sells used clothing on Poshmark. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a variety of analytical methods and regularly monitoring client portfolios.

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.