Timothy Ross Kip

Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

Sterling Jasper Jr. is the sole advisor at Sterling Advisory Services, LLC, holding a Series 66 credential with 17 years at the firm and a total of 7 years in the industry. He also operates All Occasions Concierge and is involved in the management of Jersey Mikes sub shops. Sterling Advisory Services, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses, using a combination of charting, fundamental, technical, and cyclical analysis to develop personalized Investment Policy Statements. The firm primarily manages assets on a non-discretionary basis across a wide range of investment types.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

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.

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.