Independent, factor investing / smart beta financial advisors in Boca Raton, FL

George Simon is the sole advisor at European Family Office Institute LLC with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has led the firm since 2014. In addition to his advisory role, Simon works as an independent lawyer advising individuals and corporations on legal matters in various jurisdictions. European Family Office Institute LLC provides investment management and modular financial planning services to individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm offers customized portfolios built using fundamental and technical analysis, managing accounts on a non-discretionary basis with client-imposed selection limitations.

Alyssa Clark is a financial advisor at Walton Rahal CPAs PLLC in Boca Raton, FL, holding a Series 65 credential with seven years of industry experience. She has been with Walton Rahal CPAs PLLC and its predecessor firms since 2013. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm uses a fee-only approach, integrating tax planning and trust/estate services with investment advice, primarily employing passively managed index funds and ETFs.

Lawson Wlodkowski is a financial advisor at Benchmark Financial Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and RMH Investment Management LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, offering financial planning, wealth guidance, and portfolio management. The firm employs a documented, client-specific investment process and provides services including consolidated reporting, family governance support, and ongoing portfolio monitoring.

Christopher Mata is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. With nearly 20 years of experience working with high net worth clients, Christopher specializes in retirement, income, and wealth planning. He assists clients in creating and executing financial plans tailored to their individual and family needs. Christopher holds an Arkansas Insurance License. No additional information regarding his education, personal interests, or community involvement was provided.

Mark Czaja is a financial advisor at Hennion & Walsh Asset Management, Inc. with 43 years of industry experience. He has been with Hennion & Walsh since 2013 and has concurrently worked at Comprehensive Capital Corp. since 1991. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA solutions.

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.