Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Raymond James & Associates, Inc. and Rudd Asset Management. Outside of advisory work, he is a partner in E Sligh LLC, a real estate investment venture. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold strategy based on modern portfolio theory and utilizes diversified, passively managed funds alongside fixed income strategies and third-party managers.

Douglas Walters is a financial advisor at Walters Strategic Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has managed Walters Strategic Advisors since 2020. Walters is also the managing partner of Walters & Associates CPAs, an accounting and tax services firm he established in 1999. He serves as treasurer and vice president on several condominium association boards. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services for individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach focused on diversified, passively managed asset-class mutual funds and ETFs, incorporating Monte Carlo analysis for client outcome modeling.