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Nicholas S

Series 65

Fort Pierce, FL

N.A. Silva & Company, Inc.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Active portfolio management Founder/Business Owner
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Douglas P

Series 63, Series 65

Fort Pierce, FL

Amidon & Petersen Financials, LLC

Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC in Fort Pierce, FL, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth Financial Network, Cadaret, Grant & Co., Inc., and GWN Securities Inc. prior to his current role. Petersen is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Amidon & Petersen Financials provides financial planning, discretionary portfolio management, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes tailored portfolios with a mix of model portfolios, third-party managers, and structured products, and is notable for its disclosure practices, pension plan consulting, and active service to charitable clients.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies
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George G

Series 65

Hutchinson Island, FL

TRG Capital Management, Inc.

George Gerner Jr. is a Series 65-licensed financial advisor with 13 years of experience, currently serving at TRG Capital Management, Inc. since 2013. He is based in Hutchinson Island, Florida. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a mix of fundamental and technical analysis, offering tailored portfolios that incorporate multiple strategies and tactical risk-management tools.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Technology Professional Executive
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Andrey K

Series 66

Port St Lucie, FL

Motiv8 Investments LLC

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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Christina K

Port St Lucie, FL

Motiv8 Investments LLC

Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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Michael M

Series 65, Series 63, Series 66

Vero Beach, FL

Hudson Advisor Services, Inc.

Michael Mc Gee is a financial advisor at Hudson Advisor Services, Inc. with 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Northern Trust, and Hawthorn Family Office. He serves as a board member on two nonprofit organizations focused on hospice care in Vero Beach, Florida. Hudson Advisor Services provides investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis and manages approximately $310 million in assets across diverse client relationships.

Private / alternative investments Options & derivatives strategies Real estate investing
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Michael T

Series 65

Port St Lucie, FL

Motiv8 Investments LLC

Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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Dana B

Series 66

Port St Lucie, FL

IFG Advisory, LLC

Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the owner of SHTF Armory, LLC, a separate business unrelated to investment activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets through various strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael T

Series 63, Series 65

Ft Pierce, FL

Berger Financial Group

Michael Toay is a financial advisor at Berger Financial Group with eight years of industry experience. He previously worked for Eden Prairie Capital Management & Consulting for 14 years before joining Berger Financial Group in 2024. He holds Series 63 and Series 65 designations. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Jess G

Series 66

Fort Pierce, FL

Latitude Advisors, LLC

Jess Gaines is a financial advisor with Latitude Advisors, LLC in Fort Pierce, Florida. He holds a Series 66 designation and has 26 years of industry experience. Gaines has worked at Latitude Advisors since 2009 and has a long tenure with Berger Toombs Elam Gaines & Frank, CPAs, LLC. Outside of advising, he serves on the board of trustees for Lawnwood Regional Medical Center and is president of the Backus Scholarship Fund, a nonprofit organization that awards scholarships. Latitude Advisors serves individual investors, including high-net-worth clients, as well as business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Jeffrey S

CFP®, ChFC®, Series 63

Port Saint Lucie, FL

Avantax Planning Partners, Inc.

Jeffrey Steinberg is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. based in Port Saint Lucie, FL. He has a background in law, practicing as an attorney since 1991, and has held various roles within Avantax and affiliated firms since 2003. In addition to his advisory work, Steinberg is a limited partner investor in a credit fund that lends to start-ups. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets, and employs tax-intelligent strategies and model-driven investment management.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Dean S

Series 65

Vero Beach, FL

Virtue Capital Management, LLC

Dean Statler Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Brookstone Capital Management and Change Path LLC, and he has been self-employed since 2006. Outside of his advisory work, he is involved as a life and health insurance agent and participates in tax planning referrals and estate planning software services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach using mutual funds and ETFs, offers a range of financial planning and consulting services, and provides a financial education course for pre-retirees.

Retirement income strategy Social Security optimization Wealth management
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David M

Series 63, Series 66

Fort Pierce, FL

Latitude Advisors, LLC

David McGuire Jr. is an investment advisor representative at Latitude Advisors, LLC with 26 years of industry experience. He is also a partner at the CPA firm Berger Toombs Elany Gaines & Frank, where he works primarily as a CPA. McGuire holds Series 63 and Series 66 licenses and is a member of the Sunrise Kiwanis Club of Fort Pierce. Additionally, he serves as treasurer for the Cuvey Foundation, a nonprofit organization supporting minority youth. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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John K

CFP®, Series 63, Series 66

Hutchinson Island, FL

Thurston Springer Advisors

John Kerr is a CFP® professional with 28 years of industry experience. He has worked at Thurston Springer Financial since 2019 and previously spent 21 years at Edward D. Jones & Co., L.P. He serves on the boards of the Bonbar Homeowners Association and Options Charter School, where he holds the position of Vice-Chairman. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum strategies alongside fundamental, technical, and cyclical analysis, managing accounts across multiple asset classes with discretionary authority under its Compass agreements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Henry B

Series 66

Port St. Lucie, FL

IFG Advisory, LLC

Henry Binsbachar III is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, INVEST Financial Corporation, and IWM Group. Outside of advisory services, he is the managing member and owner of SHTF Armory, LLC, an online product sales business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and works with in-house and third-party managers to align investment strategies with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander S

Series 63, Series 65

Hutchinson Island, FL

Kintra Wealth, LLC

Alexander Simon is a financial advisor at Kintra Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Commonwealth Financial Network, and Warren Wealth Associates. Simon also conducts fixed insurance sales as an agent under the name Warren Wealth Associates. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, including proprietary services like business exit planning and sub-advisory offerings.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Andrew S

Series 65

Port St Lucie, FL

integrity Advisory Solutions

Andrew Smith is a Series 65-licensed financial advisor with Integrity Advisory Solutions, bringing one year of industry experience. He is also a partner and attorney at Kulas & Crawford, an estate planning law firm, and serves on the board of directors for Treasure Coast Brewmasters, a social club focused on promoting and teaching responsible home brewing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to meet client needs.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Alejandro M

Series 63, Series 66

Ft. Pierce, FL

International Assets Investment Management, LLC

Alejandro Martinez is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at International Assets Investment Management and International Assets Advisory since 2017 and previously at LPL Financial from 2008 to 2017. Martinez is also president of Atlantic Wealth Management, Inc., a private label entity for a securities business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers and wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William P

Series 63, Series 66

Port St. Lucie, FL

Avantax Planning Partners, Inc.

William Pembroke is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has previously worked with Cetera Planning Partners and Cetera Wealth Services, among other roles within the Avantax and Cetera networks. Pembroke serves as Treasurer of the PSL Professional Centre Condominium Association, where he prepares the annual federal income tax filing. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets for about 7,500 clients as of the end of 2025.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Matthew S

Series 65

Fort Pierce, FL

AlphaStar Capital Management

Matthew Strzelczyk is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AlphaStar Capital Management and has held positions at FMG, Prewire Pros, Intelliflo, Brookstone Capital Management, and Mesirow Financial. Outside of his advisory roles, he is involved with Prewire Pros, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm manages approximately $2.5 billion in assets across more than 8,400 client relationships and employs strategic and tactical investment approaches utilizing various asset types and third-party portfolio construction technologies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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