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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 Capital Advisory, Inc.

Michael Mc Gee is a financial advisor with Hudson Capital Advisory, Inc. in Vero Beach, FL, holding Series 65, 63, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Northern Trust, and Hawthorn Family Office. He serves on the boards of two local nonprofit hospice organizations and is a managing member of a medical device distribution company, reflecting diverse interests beyond advisory work. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and other registered investment advisers. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies, and supports sub-advisory and co-advisory relationships with other firms.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management
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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 the Series 66 designation. He has 28 years of industry experience, with prior roles at LPL Financial, INVEST Financial Corporation, Kestra Investment Services, and ValMark Advisers. Outside of his advisory work, he owns a business called SHTF Armory, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers, managing a broad range of assets and employing various analytical approaches.

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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Dean S

Series 65

Vero Beach, FL

Virtue Capital Management, LLC

Dean Statler Sr. is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Capital Management and Change Path LLC. Outside of his advisory role, he is involved in life and health insurance through Pathway to Retire, LLC, and refers clients for tax planning with Tax Plan Advisors; he also engages with estate planning software through MANA Estate Docs. Virtue Capital Management, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services while maintaining ongoing monitoring and client education.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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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® with 28 years of industry experience, currently serving as a financial advisor at Thurston Springer Advisors since 2019. He previously worked for Edward D. Jones & Co., L.P. for 21 years. Outside of his advisory role, he serves on the Board of Directors for Bonbar Homeowners Association and as Vice-Chairman of the Board for Options Charter School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management 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 financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years 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, Inc., a social club focused on home brewing education. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, employing a variety of investment approaches and third-party platforms.

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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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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Nicholas B

CFP®, Series 66

Vero Beach, FL

Advisory Services Network

Nicholas Bruce is a CFP® and holds a Series 66 license, with five years of experience in the financial advisory industry. He is currently with Advisory Services Network and previously worked at UBS Financial Services and Collins Brown Barkett. Outside of his advisory role, he is the managing partner and attorney at Bruce Estate Law and serves on the boards of Ballet Vero Beach, Literacy Services of Indian River County, and Moorings Educational Foundation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using tailored strategies based on client objectives and risk tolerance.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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David L

Series 63, Series 66

Fort Pierce, FL

CL Wealth Management LLC

David Lakis is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has previously worked at several firms, including Cabot Lodge Securities, SB Advisory, and Harbour Investments. Outside of his advisory role, he owns Lakís Investments Inc., where he operates as an independent insurance agent specializing in life, health, long-term care insurance, and equity-indexed annuities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.

Options & derivatives strategies Tax-loss harvesting Wealth management
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