Independent advisors focused on elder care planning in Florida

William Soltow is a financial advisor at Smith & Wyatt with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt since 2022, following previous roles at CoreCap Advisors and Cambridge Investment Research. Outside of advisory work, he is the founder of Frontier Wealth Management and acts as an independent insurance agent. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm emphasizes discretionary portfolio management using mutual funds and ETFs, with tailored strategies based on various analytical methods and client-specific objectives.

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Rafael Rosenthal is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support client outcomes.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation. He has worked at Fisher Investments since 2023 and previously was involved with FIBA Basketball and East Stroudsburg University. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware processes and defensive tactics to manage risk and positioning.

Gary Conicella is a financial advisor with MassMutual Investors Services in St. Augustine, FL, holding a Series 63 designation and possessing 34 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Metropolitan Life Insurance Company, where he worked for over two decades. He is also involved in an outside insurance business, focusing on life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers a range of planning programs including estate settlement and employer-sponsored planning.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement strategies tailored to client objectives.

Hunter Conley is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and coordinates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. With a focus on managing complex and competing financial demands, Hunter works one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He offers ongoing advice and adapts financial plans as clients’ situations evolve. His expertise includes investment advisory services, retirement planning, and wealth management strategies. Hunter holds a bachelor's degree from the University of North Carolina System. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Austin Lastinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. He has been with Bailard since 2016, following four years at the University of San Diego. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies including sustainable, responsible, and impact investing.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

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 financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

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 Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.