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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Chad Slaughter

Chad Slaughter

Sr. Director

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jonathan Castle Image

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Michael Mikonis

Michael Mikonis, CFP®, RICP, IAR

Wealth Advisor

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Ryan Frankel, CFP®

Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Wealth Advisor

Scott Weigel, CFP®

Wealth Advisor

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

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

James Werner

James Werner

Manager, Regional Client Development

Fairport, New York, Naples, Tampa, Sarasota

Christopher Anderson

Chris Anderson

Client Service Specialist

Karen Rasmussen

Karen Rasmussen, FPQPTM

Operations Manager

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Theresa Nichols

Theresa Nichols

Client Service Specialist

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