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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Emma Jones, CFP®, AFC®

Wealth Advisor

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

Ian Aguilar, CFP®

Principal

Jacksonville

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Jonathan N. Castle, MSFS

Sr. Wealth Advisor

Jacksonville

Josh Broadhurst, CFP®

Wealth Advisor

Jacksonville

Juan (Yago) Samperio Suarez

Sr. Wealth Advisor

Boca Raton

Keith Huber

Managing Partner

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

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Jacksonville

Nadia Keric, CFP®

Sr. Wealth Advisor

Naples

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider, CFP®, RICP®, CEPA, CRPC

Principal

Jacksonville, Columbus

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Boca Raton

Steve Cordasco

Sr. Wealth Advisor

Naples – Downtown, Sarasota, Cherry Hill

Tom LaMacchio

Sr. Wealth Advisor

Naples

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

Tampa

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

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