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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Location: Naples

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Ryan Frankel, CFP®

Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Steve Cordasco

Sr. Wealth Advisor, Director

Naples, Sarasota, Cherry Hill

Troy Buder

Wealth Advisor

Naples, Atlanta

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville, Naples, Tampa, Sarasota

James Werner

James Werner

Manager, Regional Sales Associate

Fairport, New York, Naples, Tampa, Sarasota

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

SVP, Channel Sales

Sarasota, Naples, Tampa

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