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Michael R

Series 63, Series 66

Land O Lakes, FL

Charles Schwab

Michael Reinhardt is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Fisher Investments, Morgan Stanley, and T. Rowe Price. He also served in the Army National Guard for five years and has been affiliated with the University of Florida since 2012. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Roy E

Series 66

Tampa, FL

LPL Financial

Roy Echols is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cuna Brokerage Services, Inc. and Suncoast Schools FCU / Members Trust Company. Echols is based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Henry A

CFP®, Series 63

Tampa, FL

Cetera

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David G

Series 66

Zephyrhills, FL

Edward Jones

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Retired Founder/Business Owner Executive
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Carlos C

Series 65

Land O'Lakes, FL

The Grove, Realty and Services, Corp

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

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Adam G

CFP®, Series 65

Land O Lakes, FL

AMG Wealth Management LLC

Adam Gruber is a CFP®-designated financial advisor with nine years of industry experience, currently with AMG Wealth Management LLC since 2020. He previously worked at CPS Investment Advisors and also has a long-term role as a high school math teacher in the Hillsborough County School System. Outside of advising, he teaches multiple secondary math classes at Brandon High School. AMG Wealth Management LLC is a small firm based in Land O Lakes, FL, serving clients with personalized financial planning and investment management.

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Thomas G

PFS™, Series 65

Land O Lakes, FL

AMG Wealth Management LLC

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.

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