Stirlingshire Investments

Kyle Cronan is a financial advisor at Stirlingshire Investments with 25 years of industry experience. He holds a Series 66 designation and has previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is involved with 4:19 Custom Rods and Gear, a mission-based outdoor company focused on sales of fishing rods and outdoor gear. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through both direct management and model strategies available on the Advyzon marketplace.

Hylton Davis is a financial advisor at Stirlingshire Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, Davis is involved in accounting and bookkeeping through his ownership of Affordable Accounting Bookkeeping & Taxes LLC and CCLG Global LLC. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.

Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Worden Capital Management LLC and Laidlaw and Company. In addition to his advisory role, he serves as CEO and Chairman of the Board for Stirlingshire Investments, Inc., the parent company of the affiliated broker-dealer and RIA. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach and provides access to a wide range of investment types, with model strategies available through the Advyzon marketplace and no account minimum for advisory services.

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire since 2023. Greene also owns Greene Financial Services LLC, where he is involved in the sales of life insurance and fixed annuities. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and modern portfolio theory analyses, offering access to a diverse range of investment types and model strategies through the Advyzon marketplace.

Andrew Gersbach is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies and offers model portfolios through the Advyzon marketplace with no minimum account size.

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Emily Sibert is an advisor at OneAmerica Securities, Inc. with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at several financial services firms including MWA Financial Services, Modern Woodmen of America, and Eagle Strategies. Prior to entering the financial industry, she operated Tigerlili Consulting for 13 years. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice primarily through a nationwide network of Investment Advisor Representatives who coordinate with third-party account managers and oversee program selection and client monitoring.

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

Jared Goldstine is a financial advisor at Stirlingshire Investments with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, Cistron Investment Advisors, and RBJ Financial Group. Goldstine serves as vice president of First Choice Networking Group, a professional networking organization, on a volunteer basis. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple analytical methods and offers a range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles.

James Webb is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stirlingshire Investments. His career includes roles at multiple firms such as Red Door Realty & Associates and Gerson Lehrman Group, where he is a council member providing consulting services unrelated to investments. Webb is also involved with the Woodlands Church board of directors and consults for Plumbers Union Local 68. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a variety of investment strategies, including quantitative, fundamental, and technical analysis, and offers model strategies through the Advyzon marketplace without account minimums.

Kevin Meyer is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, Morgan Stanley, and Ameriprise Financial Services. Outside of his advisory role, he occasionally sells annuities as a sole proprietor. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies combining quantitative, fundamental, technical, and modern portfolio theory, offering access to diverse investment types and model strategies through its Advyzon marketplace.

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Helen Dao is a CFP® professional with 19 years of experience in the financial industry. She is currently with Stirlingshire Investments and has been associated with Money Concepts Capital Corp since 2013. Outside of her advisory role, she provides monthly accounting services for select clients through DAO Financial Group, LLC. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities across a wide range of wealth levels. The firm employs multiple analysis methods and trading approaches, providing access to diverse investment types and model strategies through the Advyzon marketplace.