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Kimberly S

Series 63, Series 65

Orlando, FL

Vestwyze, LLC

Kimberly Saunders is a financial advisor at VestWyze, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GWN Securities, Voya Financial Advisors, and serves as an adjunct instructor teaching business finance at Columbia College. Saunders is president of the Central Florida Chapter of the National Black MBA Association and serves on the board of the Goldsboro Front Porch Council, Inc. VestWyze, LLC is a fee-based registered investment adviser that provides portfolio management and financial planning to individual and small business clients. The firm generally operates on a non-discretionary basis and offers a range of investment approaches from passive fixed-income and index strategies to active equity and sector-focused strategies.

Passive / index investing Active portfolio management Private / alternative investments
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Johnnie H

Series 63, Series 66

Orlando, FL

Vestwyze, LLC

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.

Passive / index investing Active portfolio management Private / alternative investments
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