Nicholas Greer

Wade Rowdon is a financial advisor at Storms & Rowdon Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Stonex Advisors Inc. and Stonex Securities Inc. Rowdon also serves as a chaplain for the Daytona Tortugas minor league baseball team. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, typically with a long-term orientation while allowing shorter-term trading for specific objectives.

Keith Storms is a financial advisor with Storms & Rowdon Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining his current firm in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a blend of fundamental, technical, and charting analysis, managing client assets on a discretionary basis with a generally long-term orientation.

Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. He joined the firm in 2025 and previously worked with Flagler County Schools and InterVarsity Christian Fellowship/USA. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using fundamental, technical, and charting analysis, generally pursuing a long-term orientation while allowing shorter-term trading for specific objectives.

Bruce Boyle is a financial advisor with Compass Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. He has worked at Compass Financial Advisory Services since 2022 and previously spent over two decades at Summit Brokerage Services, Inc. and Compass Financial Management Group, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, with a focus on current and former employees of Publix Super Markets, Inc. The firm offers financial planning and fee-based portfolio management centered on retirement, utilizing a segmented investment approach that balances income and growth through mutual funds, ETFs, and select individual securities.

Tara Sanders is a CFP® professional with 31 years of industry experience, currently serving at Compass Financial Advisory Services, LLC since 2022. Her prior experience includes roles at Brokers International Financial Services, LLC and Questar Asset Management. She is an advisory board member for Tarkenton Financial and serves on the fundraising board for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc., providing financial planning and fee-based portfolio management focused on retirement. The firm manages assets using a segmented income and growth strategy, operates its own open-architecture wrap fee program, and integrates insurance products through licensed representatives.

Madeleine Hubbard is a financial advisor at Compass Financial Advisory Services, LLC. She holds a Series 65 designation and has been with Compass since 2024. Her prior experience includes roles in healthcare, manufacturing, and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management with an emphasis on retirement, utilizing an asset allocation strategy that segments assets into income and growth buckets.