Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Boca Raton

Clear All Filters

Chad Slaughter

Chad Slaughter

Sr. Director

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples, Orlando, Sarasota, Tampa

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Colter Niezgodzki

Client Service Specialist

Ready to get started?

Explore More

woman holding divorce paperwork while speaking to a financial advisor in office

Personal Finance

Financial Considerations for Women Navigating Divorce

July 14, 2025

Personal Finance

Overview of the One Big Beautiful Bill Act

July 14, 2025

Taxes

The SALT Cap: What’s Changing and Why It Matters

July 11, 2025

Continue Browsing