Lauretta Reeves is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. She joined Bastion Fiduciary in 2024 after spending 12 years at Islamorada Investment Management, LLP. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, a private foundation. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm applies modern portfolio theory and fundamental analysis to build diversified portfolios, offering tailored financial planning alongside portfolio management.

Jeffrey Alderfer is a CFP® with 20 years of industry experience and is currently with Bastion Fiduciary. His prior roles include work at Cambridge Investment Research Advisors, Islamorada Investment Management, and operating his own firm, Alderfer Financial Planning LLC. He also has experience as a substitute teacher. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory and fundamental analysis, offering tailored financial planning alongside portfolio management.

Cale Smith is a financial advisor at Bastion Fiduciary with 17 years of industry experience. He holds a Series 65 designation and previously worked at Islamorada Investment Management, LLP for 16 years. Outside of his advisory role, he serves as the treasurer and finance committee chair on the board of the Florida Keys Electric Cooperative and as a director on the operating board of Mariner's Hospital. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and also serves as a sub-adviser and portfolio manager for registered investment companies and ETFs.

Stephen Schultz is a financial advisor at Bastion Fiduciary with a Series 65 credential and one year of industry experience. His prior work experience includes roles at CSC Global, Textron Electronic Systems, and Picket Fence Financial. Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and corporations. The firm uses an investment approach based on modern portfolio theory and fundamental analysis, offering tailored financial planning and portfolio management services.