IN THE MEDIA

Fox Business: Here Comes The Growth Rush

Surevest Wealth CEO, Rob Luna, sits down with Charles Payne to discuss the flock of investors rushing to the communications services sector. Rob says the time to play defense is when everyone else is playing offense. Shifting into healthcare with names like Pfizer, Omega Healthcare might yield investment opportunities.
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Putting Money to Work Right Now

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’ Making Money to break down where he’s putting money to work in a shaky market — and why small-cap AI names could be the next Microsoft or Google. Rob covers GitLab’s blowout earnings, an under-the-radar AI marketing play, Monday.com’s quiet turnaround story, and what he’s telling entrepreneur clients about navigating the Fed and inflation right now.

The AI Stock Picks Fueling the “Flatter Companies” Era

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’s Making Money to break down his thesis on “flatter companies” – businesses cutting management layers and headcount while leaning harder into AI, automation, and fractional expertise.