Todd Schanel is a CFP® and CFA® with 21 years of industry experience. He is a founding member of Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a non-investment property management entity, Horizon Investment Partners, LLC. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope retirement plan consulting. The firm employs a diversified investment approach based on modern portfolio theory and asset allocation, using passive ETFs and mutual funds alongside separately managed accounts and third-party sub-advisers.

Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.

Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.