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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Keith Huber

Managing Partner

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

Ian Aguilar, CFP®, MBA

Principal

Jacksonville

Nadia Keric, CFP®

Partner

Naples

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Jeffrey Tews

Associate Wealth Advisor

Naples

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Josh Broadhurst, CFP®

Wealth Advisor

Jacksonville

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Boca Raton

Meghan Doherty

Wealth Advisor

Tampa

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash, CFP®, MSFS, RICP®

Sr. Wealth Advisor

Jacksonville

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Boca Raton

Tom LaMacchio

Sr. Wealth Advisor

Naples

Brian Yannaccone

Regional Vice President

Jacksonville

Anthony Flores

Regional Vice President

Tampa

Daniel Bucchin

Regional Vice President

Jacksonville

Rose Cooke

Regional Vice President

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

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

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