Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Advanced Wealth Management in 2022, he worked at JMX Brands and has been involved with Glenridge on Palmer Ranch since 2018. Outside of advising, he registered an e-commerce venture, MAZ Group LLC, though it did not become operational. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments, utilizing a variety of investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.

Charles Bryant III is a financial advisor at Advanced Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and FSC Securities Corp. Outside of his advisory role, he is involved with The Consigliere Group in a non-investment-related capacity. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to a range of clients including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm employs a strategic asset-allocation core with tactical flexibility, utilizing various investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.

Antonio Gomes is an investment adviser representative with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advanced Wealth Management since 2012 and is also a licensed insurance agent conducting sales of life, health, fixed annuities, and long-term care insurance. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, alternative investments, and insurance products, delivered primarily through a virtual service model.