Florida Meet The Team

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Stephanie Coleman-Risher

Financial Professional

Yere Henderson

Financial Services Professional

Walker Mutz

Financial Professional

John Miavez

Financial Services Professional

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

Peter Ramundo Jr.*

Senior Managing Partner; Investment Advisor

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Robert Strange

Managing Partner

Nick Smith*

Partner, Registered Representative

Terry Anderson*, LUTCF

Registered Representative

John Fitzgerald

Director of Mature Marketing

Matthew Foresman*

Registered Representative

Jeffrey Hendrix*

Registered Representative

David Hussey, MBA

Financial Professional

Tyler Jernigan

Financial Professional

Scott Keith

Financial Representative

Parker Lake Jr.

Financial Professional

Steven Manthey*

Financial Advisor

Dr. Gregory McBride*, PhD

Investment Advisor Representative

Also Licensed in Florida

Marquis Chachere

Financial Advisor

Jared Key

Financial Professional

Joe Bradley*, FSCP

Financial Professional

Chris Simich

Managing Partner

Gary Braswell

Financial Professional

James Allison Jr.*, ChSNC

Financial Advisor

Daniel Futral

Financial Professional

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

DeLia Wilson

Financial Professional

Martina Jimenez Sperry

Managing Partner

Robert Lee*, MBA, CLF

Partner

Joshua Crane-Whittington*

Partner

Rickey Turner*

Registered Representative

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