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

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Ian Aguilar

Ian Aguilar, CFP®, MBA

Principal

Jeffrey Tews

Associate Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Josh Broadhurst

Josh Broadhurst, CFP®

Wealth Advisor

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

Sr. Wealth Advisor

Keith Huber

Managing Partner

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

Meghan Doherty

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

Michelle Hendry

Sr. Wealth Advisor

Nadia Keric, CFP®

Partner

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Aniya Michelle Mason

Relationship Manager

Avilio Sutherland

Wealth Strategist

Christopher Anderson

Chris Anderson

Client Service Specialist

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