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Blake E

Series 65

Scottsdale, AZ

Stronghold Capital Partners LLC

Blake Essary is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked with several firms including Landing Rock Cash Management and National Gold Consultants. Outside of advising, he operates his own insurance agency and real estate business and serves as a solicitor for third-party managers and service providers. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in non-discretionary management and ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers, referring clients to external providers while offering direct advisory services in select cases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Jason S

Series 65

Scottsdale, AZ

Stronghold Capital Partners LLC

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Cheri J

Series 63, Series 65

Scottsdale, AZ

Stronghold Capital Partners LLC

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at CalChoice Wealth Management LLC and Transamerica Financial Advisors, Inc. Outside of her advisory work, she has experience in insurance product sales. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct advisory services in select cases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Eric E

Series 65

Scottsdale, AZ

Stronghold Capital Partners LLC

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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