Consolidated Portfolio Review Corp

Gang Lu is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WealthWave. Outside of his advisory work, he serves as a Chartered Life Underwriter at Ash Brokerage, recommending insurance products. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process uses strategic asset allocation alongside fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Cary Urich is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Vanderbilt Securities, LLC, and H. Beck, Inc., among others. Outside of advisory work, he serves as President of EM-Greenville, a nonprofit organization focused on spreading the Gospel. Consolidated Portfolio Review Corp is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a mix of discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Daniel Antenor, Jr is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has previously worked at firms including ARK Global, Vanderbilt Advisory Services, and Northeast Securities. He is also affiliated with True Gritt LTD, doing business as Vanderbilt Financial Group, which operates under a marketing name unrelated to investment advisory services. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, and access to third-party sub-advisors. The firm emphasizes strategic asset allocation supported by fundamental and technical analysis, offering a platform that integrates both in-house and independent third-party investment approaches.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Stanley Starr Jr. is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Starr Investment Services Inc. since 1997, where he is also the owner and serves as an Investment Advisor Representative. His prior experience includes long tenures at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Consolidated Portfolio Review Corp is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a strategic asset allocation approach augmented by fundamental and technical analysis and offers both in-house model portfolios and access to third-party sub-advisors.

Monroe Diefendorf is a ChFC® with 51 years of industry experience, currently serving at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC. His career includes long-term roles at Provident Mutual Life Insurance Company and his own firms, including Diefendorf Planning Services, Ltd. He is an adjunct professor at Mitchell Hamline School of Law and serves on the Board of Directors for the International Association of Registered Financial Consultants. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Lynn Cravinho is a financial advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Compass Rose Strategic Partners LLC. Cravinho is also involved with Compass Rose Strategic Partners LLC, where she serves as a member, Chief Compliance Officer, financial advisor, and owner. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation supported by fundamental and technical analysis.

Scott Mrozek is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vanderbilt Securities, Western International Securities, National One Tax Advisors, and Financial West Group. Outside of advising, he is a part owner of National One Tax Advisors and National One Insurance Advisors, and he is involved in a small local dessert business. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment solutions combining strategic asset allocation with fundamental and technical analysis, and it maintains a range of industry affiliations including a broker-dealer and insurance entities.

David Lau is a financial advisor at Consolidated Portfolio Review Corp with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gladstone Wealth Partners and Morgan Stanley in various capacities from 2009 to 2023. Consolidated Portfolio Review Corp is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation and various analysis methods.

Sandra Hay Magdaleno is a CFP® with 38 years of experience in the financial services industry. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has previously worked at Cetera Advisors and Cascadia Advisory Services. Magdaleno serves as a board member of the Portland Open Bible Community Pantry, a nonprofit food bank. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Donald Dalton is a financial advisor with Consolidated Portfolio Review Corp who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton also serves as President and CEO of Dalton Wealth Group, offering wealth management and financial planning services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors and separately managed account platforms.

Stephen Vallender is a CFP® with 21 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. His prior roles include positions at Vanderbilt Securities LLC, Western International Securities, Inc., and Financial West Group. Outside of his advisory work, he is a part owner of National One Tax Advisors and National One Insurance Advisors, which provide tax preparation and life insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios that may include proprietary model portfolios and third-party sub-advisors.