Samuel Cornell III is a financial advisor with Novak & Powell Financial Services, Inc. in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Vantage Investing, LLC for 16 years before joining Novak & Powell in 2021. Outside of his advisory role, Samuel Cornell oversees an antimicrobial device manufacturing business. Novak & Powell Financial Services provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based process to build diversified portfolios primarily with exchange-traded funds and mutual funds, focusing on fee minimization and discretionary management.

Alan Goldfarb is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Novak & Powell Financial Services, Inc. and has previously worked at Apella Capital, XO Wealth Management, and Bacon Financial Management. Goldfarb has also provided financial advisory services for Financial Strategies Advisory Corporation since 1975. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to build diversified portfolios, primarily using exchange-traded funds and mutual funds, and provides financial, special-needs, and tax planning services.

David Novak is a financial advisor with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Novak & Powell Financial Services since 2013. Novak & Powell Financial Services, Inc. provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to portfolio construction, focusing on diversification, fee minimization, and primarily using exchange-traded funds and open-end mutual funds.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alpine Asset Management, LLC and Merrill. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach focusing on diversification and fee minimization, primarily utilizing exchange-traded funds and mutual funds.

Gregg Ducatte is a financial advisor at Novak & Powell Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James in various capacities for 26 years before joining Novak & Powell in 2020. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients, including individuals, families, trusts, and organizations. The firm uses a customized, interview-based process to build diversified portfolios primarily composed of exchange-traded funds and mutual funds, managing accounts on a discretionary basis while incorporating tax planning and preparation services.

Terry Carr is a financial advisor at Novak & Powell Financial Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Raymond James Financial and through his own firm, Carr Capital Management, Inc. Carr also provides tax preparation services outside of his advisory role. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a customized, interview-based process to create diversified portfolios mainly using exchange-traded funds and mutual funds, managing client accounts on a discretionary basis.