Bluesky Wealth Advisors, LLC

David Blain is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He has been with BlueSky Wealth Advisors, LLC (formerly D.L. BLAIN & CO., LLC) since 1999. Outside of his advisory work, he owns Swift Creek Plantation LLC, a real estate holding and development company in New Bern, NC. BlueSky Wealth Advisors primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and focuses on strategic asset allocation with an emphasis on low-cost, tax-efficient investments, complemented by selective use of active managers.

Madeline Valente is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013. The firm provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. Bluesky Wealth Advisors manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach that emphasizes low-cost, tax-efficient investments alongside selective use of active managers.

John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.

Christie Bonacci is a financial advisor at BlueSky Wealth Advisors, LLC with six years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining BlueSky in 2019, Christie worked at Deloitte & Touche, LLC and Marc Jessup Insurance Services. She is also an adjunct professor at UNC Kenan-Flagler Business School, where she teaches audit and assurance. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient investments.

John Staton is a CFP® with two years of industry experience, currently serving as an advisor at BlueSky Wealth Advisors, LLC. Prior to joining BlueSky, he held roles at Equitable Advisors LLC, Atlas Polymer Engineering LLC, Carbon Arc, Uber, and served for 12 years in the United States Navy, Naval Special Warfare. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing financial planning, discretionary investment management, and select tax services. The firm manages over $1 billion in assets and employs a strategic, primarily passive investment approach with active management when appropriate.

Tara Hughes is a financial advisor at Bluesky Wealth Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Bluesky Wealth Advisors in 2022, she worked at The Epiphany School of Global Studies and Altrius Capital Management. Bluesky Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities, managing approximately $850 million in discretionary client assets. The firm emphasizes strategic asset allocation with a focus on low-cost, tax-efficient investments and offers comprehensive financial planning alongside discretionary investment management.

John Nelson is a financial advisor with Bluesky Wealth Advisors, LLC in New Bern, NC. He holds a Series 65 credential and has one year of industry experience. Prior to joining Bluesky, he was affiliated with the firm since 2025 and attended East Carolina University from 2022 to 2026. Bluesky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, offering comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets, employing a strategy that emphasizes strategic asset allocation with a focus on low-cost, tax-aware, primarily passive investments supplemented by active managers and model portfolios.

Caroline Jones is a CFP® professional with five years of industry experience. She is currently with BlueSky Wealth Advisors, LLC, where she has worked since 2020, following three years at Elwood & Goetz Wealth Advisory Group. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic, tax-efficient investment approach that includes active management and the use of sub-advisers when appropriate.

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Ayasha Jones is a financial advisor at Bluesky Wealth Advisors, LLC in New Bern, NC, holding a Series 65 designation with seven years of industry experience. She has been with Bluesky Wealth Advisors since 2015. Bluesky Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and offers comprehensive financial planning, discretionary investment management, and select tax preparation services.