Radovich Amor

Tyler Chacon is a CFP® with 10 years of industry experience, currently serving at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and GTE Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach using primarily U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Chacon Diaz & Di Virgilio Wealth Management since 2010, following prior roles at Summit Financial Group Inc and Merrill. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend approach primarily using U.S.-listed ETFs and offers discretionary portfolio management, comprehensive financial planning, and management of held-away retirement plan participant accounts through a third-party platform.

Lisa Chacon is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2010, following positions at Summit Financial Group Inc and UBS Financial Services. Chacon Diaz & Di Virgilio Wealth Management serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach, primarily using U.S.-listed ETFs, and offers discretionary portfolio management, comprehensive financial planning, and held-away retirement plan account management.

Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.