Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC in Punta Gorda, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Modern Wealth Management, LLC, LPL Financial, Bank of America, N.A., and Merrill. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of ten advisors managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, utilizing a broad range of investment instruments and offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Mathew Lepak is a financial advisor at Flaharty Asset Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and TD Ameritrade. Lepak is based in Punta Gorda, Florida. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million in assets. The firm employs a top-down, strategic asset allocation approach tailored to clients' time horizons and risk tolerances, offering services such as discretionary portfolio management, financial planning, and retirement plan consulting.