Wilmington, DE Office

Daniel Foraker is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley & Co., LLC and Capital One Investing, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses individualized advice and diversified asset allocation strategies, offering portfolio management through in-house and third-party managers.

James Mccrory is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Realta Investment Advisors and Realta Equities since 2016. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across various investment types and provides portfolio management through both in-house and third-party managers.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.

Charles Sobel is a financial advisor at Realta Investment Advisors, Inc with 15 years of industry experience. He holds the Series 66 designation and has been associated with Realta Equities, Inc. and Realta Investment Advisors, Inc. since 2009. Outside of his advisory role, Sobel teaches Sunday school at Beth Emeth. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs an individualized approach to portfolio management and offers a range of strategies including asset allocation across various investment types, retirement-plan consulting, and estate planning.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.