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.

Let’s talk

Search results for:

Location: Jacksonville

Clear All Filters

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Josh Broadhurst, CFP®

Wealth Advisor

Jacksonville

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash, CFP®, MSFS, RICP®

Sr. Wealth Advisor

Jacksonville

Brian Yannaccone

Regional Vice President

Jacksonville

Ian Aguilar, CFP®, MBA

Principal

Jacksonville

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Keith Huber

Managing Partner

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

Daniel Bucchin

Regional Vice President

Jacksonville

Rose Cooke

Regional Vice President

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

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Chris Anderson

Client Service Specialist

Jacksonville

Karen Rasmussen, FPQPTM

Operations Manager

Jacksonville

Nikki Keophet

Client Service Specialist

Jacksonville

Stefan Madaffari

Relationship Manager

Jacksonville

Theresa Nichols

Client Service Specialist

Jacksonville

Josh Johnson

Financial Planner

Jacksonville

Ready to get started?

Let’s Talk

Explore More

Retirement

What Are QLACs and Who Should Consider One?

October 15, 2026

Estate Planning

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

October 15, 2026

Work & Business

What Financial Independence for Women Business Owners Really Means

October 14, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7