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.

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Location: Tampa

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Keith Huber

Managing Partner

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

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Meghan Doherty

Wealth Advisor

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Avilio Sutherland

Wealth Strategist

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Robert Hendrickson

Sr. Client Service Specialist

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota, Naples – Downtown

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

Anthony Flores

Regional Vice President

Rose Cooke

Regional Vice President

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

Brett Sperin

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Joseph Luciano

Financial Planner

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