Timothy Shuff

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.

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.

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.

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.