Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs Wealth Services for eight years. He has been with Black Coral since 2012. Black Coral Financial Advisors provides comprehensive financial counseling and investment advisory services primarily to high-net-worth individuals and related entities, as well as corporate and employer-sponsored programs. The firm constructs individualized asset allocations using portfolio management teams and model portfolios, and coordinates with outside accounting and technical specialists while delivering customized employer seminars and workshops.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.