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Douglas S

Series 7, Series 66

Toledo, OH

Stirlingshire Investments

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.

Retirement income strategy Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Mid-Career Professionals Career Changers Approaching retirement Retired Women's Finance
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David G

Toledo, OH

Stirlingshire Investments

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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