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Gerald S

Series 63, Series 65

Fairhope, AL

Star Capital Inc.

Gerald Scane is a financial advisor with Star Capital Inc. in Fairhope, Alabama. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include six years at Allerion Asset Management before joining Star Capital in 2017. Star Capital operates as a five-advisor team serving retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm emphasizes portfolio management and consulting through a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic assessment, offering model portfolios and the actively managed Lyra Adaptive AI Strategy.

Active portfolio management Private / alternative investments
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Timothy M

Series 63, Series 65

Edina, MN

Star Capital Inc.

Timothy Merrill is a financial advisor at Star Capital Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital is a five-advisor team managing approximately 697 client relationships, offering investment management and consulting services to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm’s investment approach combines fundamental analysis, quantitative screening, and macroeconomic assessment within a process-driven framework focused on risk management and client objectives.

Active portfolio management Private / alternative investments
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Adam R

CFP®, Series 63, Series 65

Rochester, MN

Star Capital Inc.

Adam Rainey is a CFP® with 12 years of industry experience, currently serving as an advisor at Star Capital Inc. in Rochester, MN. He has worked at Star Capital since 2016 and is also associated with Strategic Asset Management. Outside of his advisory roles, he owns and plans for Strategic Retirement Solutions and is involved with My Life Guys, where he engages in insurance business activities. Star Capital Inc. operates as a five-advisor team managing approximately 697 client relationships, offering portfolio management and consulting to individuals, retirement accounts, small businesses, and other advisers. The firm utilizes a disciplined investment process combining fundamental analysis, quantitative screening, and macroeconomic assessment, and features strategies including core model portfolios and the actively managed Lyra Adaptive AI Strategy.

Active portfolio management Private / alternative investments
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Gregory N

CFP®, Series 63

Edina, MN

Star Capital Inc.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions Inc. Nelson also owns and operates several related businesses, including an insurance agency and tax preparation services. Star Capital Inc. is a five-advisor team providing investment management and consulting to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm combines fundamental analysis, quantitative screening, and macroeconomic assessment in a process-driven approach, offering model portfolios and the actively managed Lyra Adaptive AI Strategy focused on clients with above-average risk tolerance.

Active portfolio management Private / alternative investments
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Andrea T

CFA®

Fairhope, AL

Star Capital Inc.

Andrea Thomas is a CFA® charterholder with over 30 years of industry experience. She has worked at Star Capital Inc. since 2023 and previously spent 25 years at THRIVENT Financial. Star Capital is a five-advisor team managing investment portfolios and providing consulting services to retail and high-net-worth clients, small businesses, retirement accounts, and other advisers. The firm employs a disciplined, process-driven investment approach combining fundamental analysis, quantitative screening, and macroeconomic assessment, with offerings that include core model portfolios and an actively managed AI-driven strategy.

Active portfolio management Private / alternative investments
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