As Chief Operating Officer of Blueprint Capital Group LLC, Gelissa ensures that clients remain at the heart of every decision. With a career that began in the medical device industry, Gelissa gained early experience in precision, compliance, and relationship-building within high-stakes environments. Since 2009, she has led high-performing sales teams, partnered with executives, and negotiated multi-million-dollar agreements that have driven long-term growth.
At Blueprint Capital Group LLC, Gelissa combines this background with a passion for people overseeing operations, strengthening client relationships, and empowering the team to deliver exceptional service. Believing that true success is built on trust, clarity, and care, she works each day to ensure both clients and colleagues feel supported.
With more than 15 years of experience, Roland “RJ” Castro brings a proven track record of leadership and client success to Blueprint Capital Group, LLC. He has built mortgage companies from the ground up, led high-performing teams across major markets in Florida, and guided clients through some of life’s most important financial decisions.
Roland holds his Series 65 license, equipping him to provide clients with comprehensive wealth strategies across investments, retirement, and legacy planning. His career accomplishments include recognition as a Top 250 NAHREP Loan Originator in the U.S., Guardian’s New Agent of the Year (2023) among more than 2,200 peers, multiple Leaders Club honors, and consecutive Client Builder Awards for his commitment to client success.
What sets Roland apart is his passion for helping business owners and families design strategies that protect their wealth and create lasting legacies. He believes wealth management is more than numbers. It is about clarity, Strategy, and vision alignment.
Fluent in English and Spanish, Roland values family above all. He and his wife, Gelissa, are proud parents to their son, Legend, and daughter, Londyn. Outside of work, he enjoys playing golf, cheering on the Buccaneers and Orlando Magic, and traveling with his family, always with a focus on living the balance he helps his clients achieve.
Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.