Nicholas Healy is a CFP® and CFA® with 24 years of industry experience. He is a principal at Sunrise Wealth Management, LLC, where he has worked since 2008, and he also co-owns Healy & Associates, a firm providing tax planning and preparation services to individuals and small businesses. During tax season, he allocates significant time to tax matters alongside his investment advisory duties. Sunrise Wealth Management is an independent advisory firm serving individual clients with financial planning and investment management, including retirement accounts and trusts. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios guided by individualized investment policy statements, primarily on a discretionary, long-term basis.

Samuel Blum is a financial advisor at Sunrise Wealth Management, LLC in Tucson, AZ, holding a Series 66 designation with 12 years of industry experience. His career includes roles at Blum Capital Management LLC, Cetera Advisor Networks LLC, VOYA Financial Advisors, and operating as a sole proprietor. Blum serves as president of the Brainerd Blue Line Boosters and is an at-large board member for the Brainerd Amateur Hockey Foundation, both nonprofit organizations. Sunrise Wealth Management is an independent advisory firm serving primarily individual clients with services that include financial planning and investment management. The firm’s investment approach combines fundamental and technical analysis across multiple asset classes, with most accounts managed on a discretionary basis using individualized Investment Policy Statements.