Robert Robertson

Dana Lyon is a financial advisor at Capital Wise Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America/Merrill Lynch for 12 years. Outside of advising, he serves as the Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization, and is also active as a real estate sales associate. Capital Wise Advisory is an independent, fee-only firm that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of passive and active strategies, fundamental and technical analysis, and modern portfolio theory to build portfolios tailored to client risk tolerance and asset allocation.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc in Lutz, Florida, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Portfolio Medics, LLC and various insurance and wealth advisory firms. He is also involved with an accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is a state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides ongoing asset management and standalone financial planning, utilizing fundamental analysis and both strategic and tactical asset allocation, with portfolio management available on a discretionary or non-discretionary basis.

Alexander Blackstone is a financial advisor based in Tampa, FL, affiliated with Portfoliolab. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Accurate Wealth Management, Blackstone Wealth Management, MML Investors Services, and MassMutual Life Insurance Company. Portfoliolab provides discretionary portfolio management services to individual investors and other registered investment advisers, offering customized portfolios and model-based strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with indicator-based models and market signals, managing accounts on a discretionary basis tailored to client objectives and restrictions.

Sam Blade is the principal of Blade Financial and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in various roles including positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial, LLC provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation supported by fundamental and technical analysis, offers both discretionary and non-discretionary management, and includes a documented program for selecting and monitoring third-party advisers.

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.

Dawson Ransome is the principal of Ransome Asset Management and holds Series 63, 65, and 66 licenses with 11 years of industry experience. He has been with Ransome Asset Management since 2019 and also has involvement with Highland Holdings Inc. and The Ransome Companies, LLC. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individual investors, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis, employing both long- and short-term strategies tailored to client objectives and risk tolerance.