Anthony Dzielski Jr. is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Treasure Coast Financial Planning, Inc., where he has worked since 2013, following prior positions at LPL Financial, Raymond James Financial Services, and Ameriprise. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm employs a top-down, strategic allocation process emphasizing diversification and low-cost core positions, with discretionary portfolio management overseen through an institutional platform, and also offers in-house accounting and tax expertise alongside educational seminars and donor-advised fund management.

Guy Bassini is a CFP® professional with over 31 years of industry experience, currently serving at Treasure Coast Financial Planning, Inc. since 1996. He also worked with LPL Financial from 1995 to 2013. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm employs a top-down, strategic allocation process focused on broad diversification and low-cost core investments, and also maintains in-house accounting and tax expertise alongside offering educational seminars and donor-advised fund management.

Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience working at the University of Central Florida, Rio Indio, Target Corp, Cobb's Landing, Indian River State College, and Lincoln Park Academy. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a top-down, strategic allocation process focused on broad diversification and low-cost core positions, supported by discretionary portfolio management and in-house accounting and tax expertise.

Angela Johnson is a financial advisor with Treasure Coast Financial Planning, Inc. in Vero Beach, FL. She holds a Series 65 designation and has been with the firm since 2009. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds. The firm employs a top-down strategic allocation process focused on broad diversification and low-cost core positions, with portfolio supervision conducted through an institutional custody platform and periodic reviews.

Ryan Fink is a financial advisor at Treasure Coast Financial Planning, Inc. with one year of industry experience. He holds a Series 65 license and has prior experience with James P. McHugh, LLC and New Age Business Solutions. In addition to his advisory role, he works as a CPA providing tax and financial planning assistance. Treasure Coast Financial Planning offers wealth management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a strategic allocation process focused on diversification, low-cost investments, and discretionary portfolio supervision, supported by in-house accounting and tax expertise.