Broker Check

About Our Team

William (Billy) Duke

Independent Financial Advisor

(678) 829-1415

(678) 253-6467

William (Billy) Duke is President of Duke Financial Solutions, a McDonough, Georgia-based firm that specializes in helping families and small business owners with their retirement and income planning needs. With almost 18 years as a...

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Ann M. Steward

Executive Assistant

(407) 203-3960

(407) 237-0118

Ann joined the Sunrise Wealth Advisors team in October 2015. She works alongside Nick J. Russell and David I. Strunc, supporting them and their clients. She is actively involved in working to improve the measurable outcome of business...
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Nick J. Russell, CRPC®

Investment Advisor Representative

(407) 237-0117

(407) 237-0118

Nick J. Russell has more than 16 years of experience working with individuals, families, and their closely held entities serving as an Investment Advisor Representative. Prior to founding Sunrise Wealth Advisors, Nick was a dedicated...

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Stanley R. Smiley, Esq., J.D.

Senior Vice-President, Advanced Planning Group

Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for ATL Global...
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Victoria L. Lomba

Client Services Coordinator

(407) 351-3476

(407) 237-0118

Victoria earned her Associate Degree in Arts in December 2021. She is currently pursuing a Bachelor Degree in Marketing at the University of Central Florida. Victoria joins the Sunrise team with 6 years of excellent client service,...
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