Tony M. Carter

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.

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.

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Dawson Ransome is the principal and sole advisor at Ransome Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in financial services since 2002 through various related entities. 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 individuals, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis and uses both long-term and short-term strategies, including margin and option strategies where appropriate.

Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.