Robert Bulloch is a financial advisor at SB Advisory, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinity Financial Services Advisory, LPL Financial, and Morgan Stanley. He also operates an investment-related business under the name Robert Bulloch, MBA Wealth Management. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, employing a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

Walter Hester III is a financial advisor at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Naples Asset Management Company LLC since 2009. He is also the Managing Member of Quanta Capital Management LLC, where he provides non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans with asset management, financial planning, and access to third-party manager programs. The firm primarily offers non-discretionary advice and employs a mix of fundamental, technical, and qualitative analysis in portfolio construction.

Frank Lumpuy is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2006 to 2024. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans, managing approximately $1.1 billion in assets. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Jeffrey Bowman is a financial advisor at SB Advisory, LLC in Scottsdale, Arizona, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities, Inc. Bowman is also CEO of Bowman Wealth Management LLC, an entity established for tax purposes. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes mutual funds, ETFs, individual equities, and third-party manager programs using fundamental, technical, and qualitative analysis.

Robert Hughes is a financial advisor at SB Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Principal Securities, Principal Life Insurance Company, and Next Financial Group. Outside of his advisory work, Hughes serves on several nonprofit boards, including Friends of West MI PAC and Michigan Trails Fund, and is active in organizing charitable events such as the Grand Rapids Gran Fondo and Armed Forces Thanksgiving. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans, managing over $1.1 billion primarily on a non-discretionary basis. The firm offers portfolio management and various financial planning services, utilizing a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Adam Godino is a financial advisor at SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for approximately 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, utilizing fundamental, technical, and qualitative analysis to tailor portfolios through mutual funds, ETFs, individual equities, and third-party managers.

Dennis Ku is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at San Blas Securities, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Bankers Life. Ku also owns an insurance brokerage offering multi-line insurance sales and service. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans primarily on a non-discretionary basis, employing fundamental, technical, and qualitative analysis in portfolio management and financial planning.

Steven Aibel is a financial advisor with SB Advisory, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Bank of America, Merrill, and KN Capital. Outside of his advisory work, he serves as a trustee for a family trust. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice utilizing a mix of mutual funds, ETFs, individual equities, and third-party managers based on fundamental, technical, and qualitative analysis.

William Vlahoulis is a financial advisor at SB Advisory, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co. Inc, Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.101 billion for around 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary advice using mutual funds, ETFs, individual equities, and third-party managers through fundamental, technical, and qualitative analysis.

Maurice Naylon III is a financial advisor with SB Advisory, LLC, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has worked at Lincoln Financial Advisors since 1999 and has been with SB Advisory and San Blas Securities since 2021. Outside of advisory services, Naylon is involved in several nonprofit boards and community organizations, including the Buffalo Renaissance Foundation and the Buffalo and Erie County Naval & Military Park. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Omar Ganoom is a financial advisor with SB Advisory, LLC in Columbus, OH, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at San Blas Securities LLC, Central States Capital Markets, Caldwell Sutter Capital, Inc., and Boenning & Scattergood. Outside of his advisory work, he is the managing member of a real estate ownership entity. SB Advisory, LLC is a multi-team firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and outside managers, employing fundamental, technical, and qualitative analysis.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at Henderson Insurance since 2012 and The Henderson Financial Group since 2002, where she serves as Co-CEO and financial planner. Outside of her advisory role, she is involved in publishing, personal finance coaching, and operates a wellness and CBD e-commerce business. Sikes also serves as Treasurer for the nonprofit Friends of Medicine Foundation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for approximately 2,634 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management and financial planning primarily on a non-discretionary basis, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Jeffrey Rodriguez Aponte is a financial advisor with SB Advisory, LLC who holds a Series 66 designation and has 23 years of industry experience. His prior work includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, International Financial Solutions, and Freedom Advisory. Outside of his advisory work, he is president of Tampasaos, LLC, a company that owns a hotel with 11 rooms. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis across a range of investment options including mutual funds, ETFs, individual equities, and third-party managers.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Michael Mohlman is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, Wells Fargo Clearing, and Fifth Third Securities. Mohlman also assists clients with asset allocation for their charitable funds through Fidelity Charitable on a non-compensated basis. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, using a blend of fundamental, technical, and qualitative analysis to tailor client portfolios.

Matthew Clapp is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion, primarily on a non-discretionary basis, and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 31 years of industry experience. She has been with International Financial Solutions, Inc. since 2006. Outside of her advisory work, she is involved in several non-investment ventures, including a trucking business and handyman services, where she provides consulting and operational support. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering non-discretionary portfolio management, financial planning, and access to third-party manager programs.

Chelsey Koster is a financial advisor at SB Advisory, LLC with six years of industry experience. She holds the Series 66 credential and has previously worked at Next Financial Group, Principal Securities Inc., and Advantage Benefits Group. Outside of her advisory role, Koster serves as a board member for the Young Leaders Society of United Way, where she participates in community fundraising and volunteer events. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, providing primarily non-discretionary portfolio management and financial planning services using a combination of fundamental, technical, and qualitative analysis.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, including high-net-worth clients, businesses, and retirement plans. The firm primarily provides advice on a non-discretionary basis, using a combination of mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis to tailor client portfolios.

William Shefte is a financial advisor with SB Advisory, LLC in Charlotte, NC, holding a Series 66 license and bringing 25 years of industry experience. His prior roles include positions at Sigma Financial Corporation and SPC. He is also president of Gold Leaf Productions, Inc., a music publishing and consulting company he has led since 1989, and serves as an arbitrator for FINRA dispute cases. SB Advisory, LLC is an SEC-registered advisory firm with 34 advisors managing over $1.1 billion across approximately 2,600 clients. The firm primarily provides non-discretionary advice to individuals, businesses, and retirement plans, employing a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Jonathan Grabe is a financial advisor with SB Advisory, LLC in Ocala, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His career includes roles at San Blas Securities, Retirement Plan Man, LLC, and Lincoln Financial Securities Corporation, among others. Outside of his advisory work, he is involved in fixed insurance activities and owns Corporate Capital Resources of Florida. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm primarily provides non-discretionary financial advice and offers portfolio management, financial planning, and access to third-party manager programs, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at International Assets Investment Management, Crown Capital Securities, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

Kevin La Mont is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. Outside of advisory work, he serves as a trustee and is involved as a partner in real estate investment ventures. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1 billion primarily on a non-discretionary basis. The firm serves individuals, businesses, and retirement plans, providing portfolio management, financial planning, and access to third-party manager programs while using a mix of fundamental, technical, and qualitative analysis to tailor client portfolios.

John Cadena is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has operated as a self-employed securities consultant since 2018 and previously ran Cadena Securities Services, LLC from 2012 to 2018. In addition to his advisory work, he owns JC Regulatory Consulting LLC, a compliance consulting firm established in 2024. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans, managing approximately $1.1 billion for over 2,600 clients. The firm primarily provides non-discretionary advice, implementing investment strategies using mutual funds, ETFs, undervalued equities, and third-party managers through fundamental, technical, and qualitative analysis.

Douglas Greenberg is a financial advisor at SB Advisory, LLC with 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked from 2002 to 2018, and CS Planning Corp. from 2019 to 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Greenberg is a co-founder of Data Aviator, a company providing audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios across mutual funds, ETFs, individual equities, and external managers.

Bruce Bouta is a ChFC® with 48 years of industry experience, currently serving as an advisor at SB Advisory, LLC. He has held roles at firms including Cabot Lodge Securities, Cetera Advisor Networks, and Great Lakes Advisory Network. In addition to his financial advisory work, Bouta operates as an attorney and consultant specializing in business continuation planning, estate planning, and probate. SB Advisory, LLC is an SEC-registered multi-team firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm predominantly provides non-discretionary investment advice, using a combination of mutual fund and ETF allocation, individual equities, and third-party managers supported by fundamental, technical, and qualitative analysis.

Kimson Cao is a CFP® with 22 years of industry experience, currently affiliated with SB Advisory, LLC in Houston, TX. His prior experience includes 14 years at Edward Jones and three years at J. W. Cole Advisors, Inc. He holds the Series 63 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc and Morgan Stanley, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice with a focus on mutual funds, ETFs, individual equities, and outside managers using fundamental, technical, and qualitative analysis.

John Forster is a financial advisor at SB Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for Washington, DC residents. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and third-party managers tailored through fundamental, technical, and qualitative analysis.