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in Florida

Joshua Davis

Founder and Senior Financial Planner

Davis Private Wealth

Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. Josh is also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. He strives to stay up to date on top financial planning strategies for his clients. Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL. Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals. Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He previously sat on the board of directors for the Financial Planning Association of South Florida and was the boards Treasurer from 2018 – 2020. He is continually serving clients throughout South Florida. Josh lives in the Wellington area with his wife Melissa and their three girls Brielle, Alexa, & Mylah. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.

Jeffrey Small

Financial Advisor & President

Arbor Financial

Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on national TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream, allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven investments that place readers on a path to reach or exceed the specific yield necessary for their situation.

Carolyn Howard

SVP & Senior Wealth Advisor

Accurate Advisory Group

Carolyn began her career in the field of financial services with Equitable and initially utilized her education background of 17 years to specialize as a retirement planning consultant for teachers, small businesses, and nonprofits in Boston, MA. Carolyn’s solution for helping her clients make important financial decisions has been so successful that she has been featured in the Boston Globe, Money Magazine, and Dow Jones Wire. She has been quoted in the Wall Street Journal, Bloomberg, and several other publications. In addition, she was named one of Boston’s top wealth managers for 3 years in Boston Magazine, a top financial advisor in Sarasota, and chosen tops in her field by IAOTP (International Association of Top Professionals). Carolyn was featured nationally in a public television program in 2017 – Behind the Scenes produced by James Earl Jones focusing on “Empowering Women in Finance”. Carolyn’s work was impacted greatly when her husband passed away in 2008. As she often says, “It only makes us better at what we do – helping others navigate life’s most difficult challenges.” Carolyn is a proud member of the Lexington, KY, Better Business Bureau, Sarasota Better Business Bureau, Association of Financial Educators (committed to eliminating illiteracy one community at a time), Financial Services Professionals, and Certified Financial Planning community. She has volunteered her time at many non-profits which have included: Dana Farber Cancer Center in Boston, MA; a sewing group in Sarasota, FL, making children’s clothes for underprivileged children; the executive committee of 100 Women in Lexington, KY that donates to nonprofit organizations that provide services to women and children; board member of the Lexington Philharmonic Orchestra, and is a member of the University of KY Women and Philanthropy that provides grants to various U of KY departments for special student projects. In her free time, Carolyn enjoys music, art, historic restoration, gardening, and swimming.

Deb L. Meyer

Financial Planner

WorthyNest

Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even when it contradicts our Christian values. At WorthyNest®, we help Christian entrepreneurs and Christian parents integrate faith and family into financial decision-making. With over 15 years of experience as a CPA financial planner, my areas of technical expertise include: business exit planning, entrepreneurship, charitable giving, college planning and tax strategies. I am a proud member of XY Planning Network, NAPFA, Fee-Only Network, Christian Financial Advisors Network and Catholic Financial Planners Network. My husband Bryan and I have been married 13 years, and we have been blessed with 3 awesome, energetic boys.

Carlos Dias Jr.

Financial Advisor

Dias Wealth, LLC

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes. Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish. Read more at https://www.carlosdiasjr.com.

Matthew Fenedick

President

MF Advisers, Inc.

Avid sports fan, happily married, father of 3 wonderful children, president of 2 successful practices (RIA firm and a tax & accounting firm - MF Tax & Accounting, Inc.), graduate of DePaul University, and CPA - life is good!

David Simpson

Financial Professional

Greater Florida Financial Group

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

Dexter Baker

Financial Services Registered Rep.

Avant Huston Financial Group

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Frank Zito, Jr.

Financial Services Representative

Legacy Wealth Partners

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

Christian Stearns

Owner

Cambridge Investment Research Advisors

Who I Am: Chris resides in Cape Coral, Florida with his family and when not serving his clients, Chris enjoys boating and fishing with his family, auto racing and aviation. Chris also serves as a Liaison Officer for his alma mater – The United States Air Force Academy. He is president of the local chapter of the National Association of Active and Retired Federal Employees (NARFE), the state Alzheimer’s chair, and a member of various veteran and service organizations. Why I Do This: Chris began his career in financial services after retiring from both U.S. Air Force and federal government. Given his extensive background with both the armed forces and federal government communities, Chris joined a financial planning firm who primarily served active duty, retired military and federal government employees and their families. Wanting to provide expanded services to his clientele, Chris earned his CERTIFIED FINANCIAL PLANNER™️ certification and decided to join Conte Wealth Advisors. What I Can Do For You: As a CFP® professional, Chris acts in a fiduciary role to develop and implement comprehensive financial plans. He believes in an integrated approach to assist his clients in reaching their financial goals and objectives. Chris specializes in Sustainable Investing (Socially Responsible Investing (SRIs), Environmental, Social & Governance (ESG) and Impact Investing.) If you are unfamiliar with this approach, he would be glad to discuss it with you!

Sean Polley

Financial Advisor

Polley Wealth Management

Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 24 years, Sean has worked in wealth management for some of the largest financial institutions, such as J.P. Morgan, Charles Schwab and Fidelity Investments. He has been recognized in Orlando as a Top Wealth Manager and was nominated for Orlando Business Journal's Forty Under 40 in Orlando list. He has been an expert guest on television and quoted in many publications, including Reuters, New York Post, Newsday, Courier Post, NY1 and WESH 2. In addition to Sean's leadership experience, he specializes in building, and protecting, wealth. Sean is an independent and impartial adviser who puts his clients' needs first. His philosophy has remained unchanged through the years and that is to make what can be a complex financial planning process, straightforward and easy to understand. Sean is a lifelong learner, dedicated to improving the lives of his clients and giving them confidence in their financial future.Sean was born and raised in Winter Park, Florida and graduated from the University of Florida on the National Dean's List with a major in Finance. He completed his Financial Coach Master Training through Dave Ramsey's Ramsey Solutions. He is a member of the National Association of Christian Financial Consultants, Kingdom Advisors and a member of Lifebridge Church in Windermere, Florida. He is blessed with the best partner in life, his wife Krisztina and an amazing son, Keaton.

Michael W. Mandarino

Financial Advisor

123 Investing LLC

Michael William Mandarino grew up in West Newton, Pennsylvania, a small town 25 miles South of Pittsburgh. Michael attended the United States Military Academy at West Point receiving a Bachelor of Science in General Management, and a Field of Study in Systems Engineering. He was commissioned a Second Lieutenant into the United States Army in 1996. Michael then attended the Military Police Officer Basic Course in Alabama. On December 2, 1996 he arrived in Germany for his first assignment as a Military Police Platoon Leader. In 1998 he deployed his platoon for six months to Bosnia and Herzegovina for NATO peace keeping operations. After his return from Bosnia, he held positions as a Battalion Personnel Officer and a Group Intelligence Officer in Hanau, Germany. Receiving an Honorable Discharge in July 2001, Michael left the Army to pursue a career as a financial advisor. In January 2002, Michael started his financial planning career helping the US Military and US Federal Employees living in Germany to achieve their personal financial goals. Michael is currently working as an Investment Advisor Representative for G.A. Repple, serving Americans both overseas and in the United States. In January of 2011 he relocated to the Tampa area of Florida. He offers comprehensive financial plans that include personal savings, multiple investment strategies, and a detailed risk management strategy. His strengths include helping military and federal employees prepare for transitioning into the civilian sector or for their ultimate retirement. Michael currently holds the following Financial Industry Regulatory Authority Licenses: Series 26, 6, 63, and 65. He also holds a residential State Health and Life Insurance Licenses from the state of Florida and is licensed in various states. Michael is an active member of The Crossing Church in Ruskin, Florida. He is also part of the Iron Men Ministry at the Crossing church where he was blessed to have been their leader for over 2 years at the Tampa Campus. Michael is married and has a daughter who attends Florida State University. He is a member of the West Point Society Florida West Coast Alumni Chapter. Michael also volunteers playing Santa Claus with the 1Voice Foundation, working with Pediatric Cancer patients and their families. He is also a Life-time member of the Veterans of Foreign Wars and the Association of the United States Army and is a Disabled Veteran. In his spare time, Michael enjoys working out, fishing, traveling and spending time with friends and family, reading his Bible and getting to know God more and more each day. In November 2016, Michael graduated from the Bible Center for Training for Pastors with a Pastoral Certificate. He is a member of the National Association of Christian Financial Consultants. Jesus Christ is his Lord and Savior! One who is faithful in a very little is also faithful in much, and one who is dishonest in a very little is also dishonest in much. Luke 6:10

Louis Bell Jr.

Financial Planner

Prudential

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

Thomas Lucas

Moisand Fitzgerald Tamayo, LLC

Tommy helps clients take control of their finances by optimizing cash flow and creating intentional retirement plans. He specializes in tax planning, with particular attention to income tax withholding and employer benefits. Tommy routinely advises on advanced strategies including 401(k) contribution optimization, backdoor and mega backdoor Roth conversions, capital loss harvesting, and 0% capital gain harvesting. He began his career at the firm as an intern and grew into his current role as lead advisor and owner.

Elizabeth McCollum

Prosperity Financial Planning LLC

Transitions into retirement and retirement income strategies. Customized, complex estate planning. Boutique-style, high-touch wealth management services. As a flat-fee fiduciary financial planning firm, our mission is to empower you to achieve financial clarity, confidence and freedom. We intentionally limit client relationships to offer a boutique specialized service experience.

My goal as an advisor is for my clients to be able to live their lives to the fullest and spend more time doing the things they love, without needing to worry about their financial picture. As your financial advisor, I take a holistic approach to addressing your financial needs. I work closely wi...

For the past sixteen years, Todd Zaborski has dedicated himself to providing exceptional service to his clients. By focusing on each client's financial concerns and specific needs, he develops a sound investment strategy and comprehensive plan for each individual. Through his experiences with major ... One thing I want my clients to know about me is... is that I genuinely care about their success and not just financially, but as people. I'm here to listen, support, and help you grow in meaningful ways.