Wildwood, FL Office

Lisa Spurlock is a financial advisor with AlphaStar Capital Management in Wildwood, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including AE Wealth Management and Blueprint Wealth Management. Additionally, she serves as Vice President of Advisory Support at Securenet Financial, where she is involved in life insurance and annuity sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services using both model and custom strategies based on strategic asset allocation and quantitative analysis.

Stephen Schneider is a Series 65-licensed financial advisor with five years of industry experience. He is currently with AlphaStar Capital Management and has held roles at several firms including Securenet Wealth, LLC and AE Wealth Management, LLC. Outside of advisory work, he serves as Chief Executive Officer of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and owns a tax preparation and planning business, Securenet Tax, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and third-party research.