Advisors at this firm
Gerald S
Series 63, Series 65
Fairhope, AL
Star Capital Inc.
Gerald Scane is a financial advisor with Star Capital Inc. in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Star Capital since 2017 and previously worked at Allerion Asset Management from 2010 to 2016. Star Capital serves individual and high-net-worth clients through discretionary portfolio management, financial planning, qualified retirement plan consulting, and sub-advisory arrangements. The firm employs a mix of focused model portfolios and allocation models using fundamental and technical analysis, managing client accounts on a discretionary basis with strategies that include large-cap dividend/value equities, sector-specific themes, preferred stocks, and short-duration Treasury ladders.
Timothy M
Series 63, Series 65
Edina, MN
Star Capital Inc.
Timothy Merrill is a financial advisor with Star Capital Inc. in Edina, MN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a range of investment strategies including focused model portfolios and an actively managed defined-risk options overlay strategy.
Adam R
CFP®, Series 63, Series 65
Rochester, MN
Star Capital Inc.
Adam Rainey is a CFP® with 11 years of industry experience, currently serving as an advisor at Star Capital Inc. in Rochester, MN. He has worked at Star Capital since 2016 and also holds a role with Strategic Asset Management beginning in 2024. Outside of his advisory duties, Rainey is involved in financial planning through Strategic Retirement Solutions and conducts insurance business under My Life Guys. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a variety of focused model portfolios and allocation strategies, including a performance-based options overlay strategy alongside traditional asset management accounts.
Gregory N
CFP®, Series 63
Edina, MN
Star Capital Inc.
Gregory Nelson is a CFP® with 25 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates an insurance agency specializing in life, health, and fixed annuities and co-presides over Legacy Service Group. Star Capital Inc. serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a combination of fundamental and technical analysis across various equity and fixed-income strategies, including a performance-based options overlay strategy alongside traditional asset-based management accounts.
Jonathan N
Series 65
Marion, IA
Star Capital Inc.
Jonathan Nizolek is a financial advisor with Star Capital Inc. in Marion, Iowa, holding a Series 65 credential and seven years of industry experience. His background includes roles at RDA Financial Network Inc. and a period of self-employment prior to joining Star Capital. Star Capital serves individual and high-net-worth clients through discretionary portfolio management and financial planning, employing a combination of fundamental and technical analysis across various equity and fixed-income strategies. The firm manages both traditional asset-based accounts and a performance-based strategy, offering clients diversified investment approaches.
Andrea T
CFA®
Fairhope, AL
Star Capital Inc.
Andrea Thomas is a CFA® charterholder with 2 years of industry experience. She has worked at Star Capital Inc. since 2023 and previously spent 25 years at Thrivent Financial. Star Capital serves individual and high-net-worth clients through discretionary portfolio management, financial planning, qualified retirement plan consulting, and occasional sub-advisory arrangements. The firm uses a combination of focused model portfolios and allocation models based on fundamental and technical analysis, managing client accounts on a discretionary basis.