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 34 years of industry experience. He has previously worked with Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and H. Beck, Inc. Outside of his advisory role, Urich serves as President of EM-Greenville, an organization focused on spreading the Gospel. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment approach that combines strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Daniel Antenor, Jr is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at firms including ARK Global and Vanderbilt Advisory Services. He is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation entity unrelated to investment activities. Consolidated Portfolio Review Corp 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 discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

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 is an investment advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 designations. He has 40 years of industry experience, including long-term roles at Starr Investment Services Inc. and Trust Advisory Group Ltd. He is also the owner and an investment advisor representative of Starr Investment Services Inc., where he spends several hours monthly. 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 proprietary 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.

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 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Gladstone Wealth Partners. 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 discretionary and non-discretionary accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

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.

Matthew Miller is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2020 and maintains a role as Managing Director at WBB Securities, LLC, where he oversees general securities trading and operations. Outside of his primary roles, he occasionally provides consulting and trade review services to various firms on a non-permanent basis. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Patricia Ramirez is a financial advisor at Consolidated Portfolio Review Corp with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Inc. and Vanderbilt Financial Group. Outside of her advisory role, she is a money mindset coach for women, offering a quarterly virtual program called "Rewrite Your Money Story." 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 across various securities, offering proprietary model portfolios and access to independent third-party managers.

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 at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton is also president and CEO of Dalton Wealth Group, which offers wealth management and financial planning services. Consolidated Portfolio Review provides investment management and financial planning to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various securities.

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.