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Michelle T

Series 63, Series 65

Orlando, FL

GFG Solutions

Michelle Taylor is a financial advisor at GFG Solutions with 8 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at MML Investors Services, Mass Mutual Life Insurance Co., and Northwestern Mutual in various roles. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategies as key planning components.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Chelsea S

Series 65

Orlando, FL

GFG Solutions

Chelsea Santos is a financial advisor at GFG Solutions with a Series 65 credential. She has one year of industry experience, having previously worked at Omniplex and Caci. Outside of finance, she has been involved with Yaya + Lou and USCS Investigations LLC. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, with a focus on risk management and insurance strategy.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Claudio G

Series 63, Series 65

Orlando, FL

GFG Solutions

Claudio Gambin Neto is a financial advisor at GFG Solutions with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MassMutual and Northwestern Mutual. Outside of advising, he is involved in several business ventures, including serving as owner of a fishing apparel and gear company. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Benjamin R

Series 65

Orlando, FL

GFG Solutions

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for Landscape Resources for seven years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as core planning components.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Corey W

Series 65

Orlando, FL

GFG Solutions

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Matthew F

Series 63, Series 65

Orlando, FL

GFG Solutions

Matthew Ferratusco is a financial advisor at GFG Solutions with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining GFG Solutions in 2025, he worked at Lyons Wealth Management for 14 years and at Foreside Fund Services, LLC for two years. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as core elements of its service.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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Jackson G

Series 65

Orlando, FL

GFG Solutions

Jackson Galley is a financial advisor at GFG Solutions with a Series 65 credential and one year of industry experience. Prior to joining GFG Solutions, he worked as a realtor with Premier Sothebys International and has experience in hospitality and retail. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components of its planning approach.

Business sale tax planning Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals Young Families
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