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Lee N

CFP®, Series 66

Sarasota, FL

AlphaStar Capital Management

Lee Northern is a CFP® with 17 years of experience in the financial industry. He is currently with AlphaStar Capital Management and Stanley Wealth Retirement, having previously worked at firms including Charles Schwab, USAA Financial Advisors, and Merrill. In addition to his advisory roles, he is also licensed as an insurance agent and occasionally offers insurance products to clients. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm employs both model and custom strategies that combine strategic asset allocation with quantitative and tactical approaches, and it also serves as a subadviser and referral agent to other advisers.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Dustin S

Series 65

Sarasota, FL

AlphaStar Capital Management

Dustin Stanley is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Strategic Wealth Investment Group and Prime Capital Financial. Outside of financial advising, he is involved in various entrepreneurial ventures, including consulting, yacht chartering, and a medicinal cannabis partnership. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of strategic and tactical investment models and employs third-party portfolio construction technology while managing approximately $2.5 billion in assets across over 8,400 client relationships.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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