Cody Shoop is a financial advisor at Sulzberger Capital Advisors, Inc. based in Miami, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Sulzberger Capital Advisors, he served seven years in the U.S. Army and worked at Educational Employees Credit Union and the University of Miami. Outside of his advisory role, he owns an independent Etsy business focused on the design and sale of white lab coats. Sulzberger Capital Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, with a focus on fundamental analysis and a buy-and-hold investment strategy supplemented by asset allocation across various asset classes. The firm is notable for its use of borrowing and derivatives, including trading on margin and selling stock options, which are relatively uncommon among similar-sized advisers.

Eugene Sulzberger is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Sulzberger Capital Advisors, Inc. since 2014 and previously held roles at EFG Capital Advisors Inc., BNY Mellon Securities Corporation, and MBSC, LLC. He is also a director at Sulzberger Enterprises, Inc., a non-investment related business. Sulzberger Capital Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and employer-sponsored retirement plans. The firm employs a buy-and-hold investment approach with asset allocation across multiple asset classes and is noted for its use of borrowing and derivatives in client accounts, including trading on margin and selling covered calls.