Lonestar Registered Investment Advisors, PLLC

Stephen Christopher is a financial advisor with Lifeguard Advisors LLC in Mentor, OH. He holds a Series 65 designation and has 10 years of industry experience. Prior to his current role, he has been associated with Lifeguard Financial and Lonestar Registered Investment Advisors. In addition to advising, he is a licensed insurance agent and spends a significant portion of his time in insurance services. Lifeguard Advisors provides discretionary portfolio management focused on variable annuity and variable life subaccounts, primarily serving individual and high-net-worth clients. The firm maintains a very small client roster and often recommends third-party managers while overseeing their performance and managing related disclosures.

Steven Temple is a financial advisor with Lonestar Registered Investment Advisors, PLLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including College Planning Advisors, LLC and Pinnacle Investment Advisors, LLC (formerly Temple Wealth Management, LLC), where he serves as Managing Member. In addition to advisory roles, he is a licensed independent insurance agent selling fixed insurance products. Lonestar Registered Investment Advisors, PLLC serves individuals, pension and profit-sharing plans, trusts, estates, and business entities with approximately $250.7 million in assets under management. The firm provides financial planning and consulting while facilitating investment management through third-party money managers, using an investment policy statement and risk-tolerance assessment to select model portfolios and coordinate client reviews.

Christian Caraveo is a financial advisor with Lonestar Registered Investment Advisors, PLLC in San Antonio, TX, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Co. He is also involved in insurance sales and services through Lonestar Wealth Management. Lonestar Registered Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities with approximately $250.7 million in assets under management. The firm offers financial planning and consulting, coordinating with third-party money managers who implement investment strategies and custody assets.