Strait & Sound

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

Daniel Barnes is a CFA® charterholder with 19 years of industry experience. He has been with Strait & Sound Wealth Management LLC since 2020 and has prior experience running Barnes Capital, Inc. and RB Capital Management, LLC. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Todd Sixt is a financial advisor at Strait & Sound Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mutual Advisors, LLC and Alpha Cubed Investments, LLC. He has been with Strait & Sound since 2020. Strait & Sound serves individual and high-net-worth clients by providing discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored investment policy statements and diversified portfolios focused on capital preservation.

William Romig is a CFA® charterholder with 27 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a co-owner of Katz View, LLC, a private entity involved in vacation rental ownership. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach combining secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Gilbert Wiseman is a Series 65 licensed advisor at Strait & Sound Wealth Management LLC with four years of industry experience. He has worked primarily at Strait & Sound since 2021, with prior roles at Farmer's Insurance between 2013 and 2020. Strait & Sound serves individual and high-net-worth clients, providing discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm manages approximately $303.9 million in assets for about 277 clients and employs a mosaic research approach that integrates multiple analysis methods to create diversified, capital preservation-focused portfolios.

Cory Baer is a financial advisor at Strait & Sound with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, and Alpha Cubed Investments before joining Strait & Sound in 2021. In addition to his advisory role, he provides life and health insurance products when suitable for clients. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach to build tailored portfolios focused on diversification and capital preservation.