SB Advisory, LLC

Robert Bulloch is a financial advisor at SB Advisory, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Infinity Financial Services Advisory and LPL Financial LLC. Outside of his advisory role, he operates an MBA Wealth Management business in Raleigh, NC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets predominantly on a non-discretionary basis.

Stephen Colavito is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at ES Advisory Group, San Blas Securities, Perigon Wealth Management, and Lakeview Capital Partners. Outside of investment advisory, he consults with Enverra Partners and serves as a council member at Gerson Lehrman Group. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm employs a combination of technical, fundamental, and qualitative analysis to tailor portfolios, managing assets primarily on a non-discretionary basis.

Taylor Bauerband is a financial advisor at G. Douglas Wealth Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at SB Advisory, LLC and San Blas Securities. Outside of her advisory role, she owns a craft design business and works as an event planner on weekends. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm offers discretionary portfolio management through third-party programs and provides both comprehensive and hourly financial planning.

Walter Hester III is a financial advisor at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Naples Asset Management Company LLC since 2009. He is also the managing member of Quanta Capital Management LLC, where he provides non-professional investment consulting. SB Advisory, LLC delivers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a range of investment approaches including asset allocation with mutual funds and ETFs, selective stock investments, and utilizes third-party managers and model portfolios, primarily managing assets on a non-discretionary basis.

Frank Lumpuy is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. in various roles. Outside of advising, he spends a small portion of time as an agent for fixed insurance products. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers access to third-party money managers and employs a range of portfolio management strategies, including discretionary and non-discretionary approaches tailored through technical, fundamental, and qualitative analysis.

Charles Birbara is a financial advisor at SB Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management, retirement plan services, and multiple tiers of financial planning, utilizing a mix of technical, fundamental, and qualitative analysis across a variety of investment strategies.

Jeffrey Bowman is a financial advisor with SB Advisory, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cabot Lodge Securities LLC since 2019 and has been with SB Advisory, LLC since 2016. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and delivering a range of portfolio management and retirement plan services. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios, managing most client assets on a non-discretionary basis.

Robert Hughes is a financial advisor at SB Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities INC, and Next Financial Group, Inc. Outside of his advisory role, Hughes serves on several nonprofit boards, including Friends of West MI PAC and Michigan Trails Fund, and is a co-chair for Armed Forces Thanksgiving. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management, retirement plan services, and multiple tiers of financial planning, employing a mix of technical, fundamental, and qualitative analysis with both discretionary and non-discretionary account management.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill Lynch. Outside of his advisory work, he is a partner in a technology company, Team Renegade, LLC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management and access to third-party money managers, employing a mix of technical, fundamental, and qualitative analysis to tailor portfolios.

Dennis Ku is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at San Blas Securities, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life and Casualty Company. He is also the owner of an insurance brokerage, providing multi-line insurance sales and service. SB Advisory, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mix of technical, fundamental, and qualitative analysis to tailor portfolios, managing assets primarily on a non-discretionary basis and providing access to third-party money managers and various financial planning options.

Steven Aibel is a financial advisor with SB Advisory, LLC, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill Lynch, and KN Capital. He also serves as trustee of his children's trust. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm employs a variety of analytical approaches and manages assets primarily on a non-discretionary basis.

William Vlahoulis is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management options. The firm uses a mix of technical, fundamental, and qualitative analysis to tailor portfolios and manages the majority of client assets on a non-discretionary basis.

Maurice Naylon is a financial advisor at SB Advisory, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term tenure at Lincoln Financial Advisors and roles at San Blas Securities. Outside of advising, Naylon serves as a director for several nonprofit organizations, including the Buffalo Renaissance Foundation and the Buffalo and Erie County Naval & Military Park, and he is involved with Employer Support for the Guard and Reserve. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management through a combination of technical, fundamental, and qualitative analysis, delivering both discretionary and non-discretionary account management along with access to third-party money managers.

John Rowoldt is a financial advisor at SB Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Financial Advisors, Robinhood Markets, and Merrill. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management, retirement plan services, and financial planning, tailoring portfolios through a combination of technical, fundamental, and qualitative analysis.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC in Miami Lakes, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has held roles at Henderson Insurance since 2012 and The Henderson Financial Group since 2002. Outside of her advisory work, she owns Shift to Abundance LLC, a publishing, consulting, and coaching company that includes personal finance coaching and money management topics, and she is active as a public speaker, author, and podcast host. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services tailored through technical, fundamental, and qualitative analysis.