Kyle Cronan is a financial advisor at Stirlingshire Investments with 25 years of industry experience. He holds a Series 66 designation and has previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is involved with 4:19 Custom Rods and Gear, a mission-based outdoor company focused on sales of fishing rods and outdoor gear. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through both direct management and model strategies available on the Advyzon marketplace.

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire since 2023. Greene also owns Greene Financial Services LLC, where he is involved in the sales of life insurance and fixed annuities. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and modern portfolio theory analyses, offering access to a diverse range of investment types and model strategies through the Advyzon marketplace.

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Emily Sibert is an advisor at Stirlingshire Investment Advisors. with Series 7, 63 and Series 65 credentials., she also holds a Ph.D in Criminal Law. She has one year of industry experience and previously worked at several financial services firms, including One America Securities, MWA Financial Services, Modern Woodmen of America, and Eagle Strategies. Prior to entering the financial industry, she operated Tigerlili Consulting for 13 years. Stirlingshire provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and brokerage services, delivering advice primarily through its proprietary platform and excellent in-house team.

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Kevin Meyer is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, Morgan Stanley, and Ameriprise Financial Services. Outside of his advisory role, he occasionally sells annuities as a sole proprietor. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies combining quantitative, fundamental, technical, and modern portfolio theory, offering access to diverse investment types and model strategies through its Advyzon marketplace.

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Helen Dao is a CFP® professional with 19 years of experience in the financial industry. She is currently with Stirlingshire Investments and had been previously with Money Concepts Capital Corp. Outside of her advisory role, she provides monthly accounting services for select clients through DAO Financial Group, LLC. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities across a wide range of wealth levels. The firm employs multiple analysis methods and trading approaches, providing access to diverse investment types and model strategies through the Advyzon marketplace.

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Demetrio Munoz is a financial advisor with Stirlingshire Investment. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Guardian Life Insurance Company of America, Bank of America, Merrill, and MassMutual. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Stirlingshire Investment provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and corporate pension and profit-sharing plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice through a nationwide network of Investment Advisor Representatives who work with third-party account managers and provide supervisory oversight.

Kathleen Phan is a financial advisor with Stirlingshire Investments, holding Series 7 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LPL Financial LLC and National Planning Corporation. She also sells variable annuities through RetireOne Investment Services LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses and offers access to a wide range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

Mark Alarie is a financial advisor with Stirlingshire Investments in Orlando, FL, holding Series 7 and 66 designations with ten years of industry experience. His prior roles include positions at Primerica Advisors, Cetera, Regions Bank Investment Services, and Edward Jones. He also provides small business 401(k) consulting to help clients utilize qualified retirement plans. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple investment analysis methods and trading strategies, providing access to a broad range of investment types and model strategies through the ADVYZON (AIM) marketplace.

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Stirlingshire in 2020, he worked at Worden Capital Management and Laidlaw and Company. Woods also serves as CEO and Chairman of the Board of Stirlingshire Investments, Inc., the parent company of Stirlingshire BD LLC and Stirlingshire RIA LLC. Stirlingshire Investments provides discretionary portfolio management and financial planning services to individuals, trusts, and other entities without a firmwide account minimum. The firm employs a variety of analytical methods and investment strategies, including both long- and short-term trading, and offers access to customized investment management and third-party model strategies.

Andrew Gersbach is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies and offers model portfolios through the Advyzon marketplace with no minimum account size.

David Rutan is a financial advisor at Stirlingshire Investments in La Center, WA, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Prudential Insurance Company of America. Outside of advising, he owns an LLC that holds a judgment and is managed through legal collection efforts. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without a firmwide account minimum. The firm employs a variety of analytical methods and investment strategies, managing accounts on a discretionary basis and offering access to third-party and proprietary model portfolios.

Randall Fulks is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Succession Resource Group, Inc. and Osaic Wealth, Inc. prior to his current role. Randall is based in Portland, OR. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without imposing a firmwide account minimum. The firm utilizes a range of analytical methods and investment strategies, managing accounts primarily on a discretionary basis with access to both in-house and third-party model portfolios.

James Webb is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stirlingshire Investments. His career includes roles at multiple firms such as Red Door Realty & Associates and Gerson Lehrman Group, where he is a council member providing consulting services unrelated to investments. Webb is also involved with the Woodlands Church board of directors and consults for Plumbers Union Local 68. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a variety of investment strategies, including quantitative, fundamental, and technical analysis, and offers model strategies through the Advyzon marketplace without account minimums.

Candice Gilman is a financial advisor with Stirlingshire Investments and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at firms including Sofi Wealth LLC, Coastal Investment Advisors, and Capital One Advisors. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities with no firmwide account minimum. The firm employs a range of analytical methods and investment strategies, managing accounts on a discretionary basis and offering access to third-party and proprietary model strategies.

Thomas Munker is a financial advisor at Stirlingshire Investments with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Client One Securities, LLC for 10 years. Outside of his advisory role, he is involved in insurance sales, focusing on annuities, life insurance, long-term care insurance, and variable contracts through Munker Financial. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple methods of analysis, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.

Tracy Schaff is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Allstate Insurance Co for eight years. Outside of her advisory role, she is involved in selling insurance and annuity products, including variable annuities and 529 plans. Stirlingshire Investments provides discretionary portfolio management and financial planning services to individuals, trusts, and other entities without a firmwide account minimum. The firm uses a variety of analytical methods and investment strategies, managing accounts primarily on a discretionary basis and offering access to third-party and proprietary model strategies.

David Gluckle is a financial advisor with Stirlingshire Investments, holding 12 years of industry experience. His prior roles include positions at Money Concepts Capital Corp and Nationwide Securities, LLC. Outside of his advisory work, he owns an insurance agency, David John Gluckle Insurance Agency LLC, which he operates alongside his securities career. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods alongside various trading strategies.