Madison Cove

Aaron Wassenaar is a financial advisor at Action Point Retirement Group LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Fiduciary Financial Advisors since 2024, in addition to his role at Action Point Retirement Group since 2015. Action Point Retirement Group serves individual clients, including high-net-worth individuals, as well as sponsors of ERISA and non-ERISA retirement plans. The firm provides portfolio management, investment policy development, manager selection, plan benchmarking, and employee education through seminars and meetings, employing a mix of fundamental and technical analysis with a focus on non-discretionary account management.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Beck Bode, LLC, Cetera Financial Specialists LLC, and Cetera Investment Advisors LLC. Outside of his advisory role, he owns and operates a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals and retirement plan advisory services to plan sponsors. The firm focuses on long-term investment strategies using primarily low-cost, diversified ETFs and offers specialized ERISA 404(c) support and 3(21)-style retirement plan consulting.

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.

Matthew Mckeown is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sandy Morris Financial Services and Questar Capital Corporation. In addition to his advisory role, he is a licensed insurance agent offering life insurance, Medicare, and annuity products in Florida and other states. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management and financial planning, utilizing a range of analysis methods and offering access to third-party money managers and sub-advisors. The firm’s principals are also licensed insurance agents and employ unique practices such as fee-sharing arrangements and the use of specific custodians.

William Blackston is a financial advisor at Pearl Wealth Group with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Sandy Morris Financial and Royal Fund Management, where he operated under Blackston Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management, financial planning, and access to third-party money managers and sub-advisors. The firm employs a range of investment analysis techniques and offers a variety of investment products, combining discretionary trading authority with documented client objectives.

Ryan Stephen is a financial advisor at RBS Wealth Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and Edward Jones. Outside of his advisory role, he is involved in NXT Ventures LLC, an entity he created to support his children’s startup businesses by providing capital and business oversight. RBS Wealth Management offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices and trusts. The firm manages portfolios using a mix of mutual funds, ETFs, equities, bonds, options, and alternative investments, employing fundamental and technical analysis with a focus on long-term strategies while accommodating shorter-term trades when appropriate.