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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Southeast: Florida

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Chad Slaughter

Chad Slaughter

Sr. Director

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jonathan Castle Image

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Keith-Embree

Keith Embree, CFP®

Wealth Advisor

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Nadia Keric, CFP®

Sr. Wealth Advisor

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Wealth Advisor

Jacksonville, Columbus

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Steve Cordasco

Sr. Wealth Advisor, Director

Naples – Downtown, Sarasota, Cherry Hill

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Troy Buder

Wealth Advisor

Naples – Downtown, Atlanta

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples – Downtown

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Maxwell Photo

Kimberly Maxwell

Client Development Associate

Atlanta, Naples – Downtown, Tampa, Sarasota

Christopher Anderson

Chris Anderson

Client Service Specialist

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A team working on liquidity planning

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September 10, 2025

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September 9, 2025

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September 8, 2025

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