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: Tampa

Clear All Filters

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Keith Huber

Managing Partner

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

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Anthony Flores

Regional Vice President

Brett Sperin

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Maxwell Photo

Kimberly Maxwell

Client Development Associate

Atlanta, Naples – Downtown, Tampa, Sarasota

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

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

Ready to get started?

Explore More

A family having a financial summit

Family & Health

Do You Need a Family Financial Summit?

December 29, 2025

Estate Planning

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

December 29, 2025

Tax Planning

CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy

December 22, 2025

Continue Browsing