Top advisors focused on stock option exercise strategy 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.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving corporate executives and high-earning professionals with complex compensation structures, including equity awards. Andrew works closely with clients to understand their personal and financial goals and helps them pursue lasting financial success. Since entering the industry in 2017, Andrew has built experience in guiding clients through liquidity events, tax-efficient strategies, and long-term planning aligned with their personal and professional objectives. His expertise includes managing restricted stock units, stock options, employee stock purchase plans, deferred compensation, and performance awards. He emphasizes reducing tax drag, managing concentration risk, and aligning equity compensation with goals-based wealth strategies through a structured, plan-first approach. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he participated in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, he enjoys golfing, spending time at the family lake house, and staying active through CrossFit.

Tyler Morris is a financial advisor at Rembert Pendleton Jackson with a Series 65 designation and one year of industry experience. Prior to joining Rembert Pendleton Jackson, he worked at Clarendon Wealth Management and has an academic background from Virginia Polytechnic Institute and State University. Rembert Pendleton Jackson serves individual and institutional clients, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm uses diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts, including a notable institutional client base.

Eric Bravo is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Santa Maria, CA. 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 strategies supported by a large nationwide network of advisors and branch offices.

Robin Clark is a financial advisor with Knox Wealth Partners Advisory, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with LPL Financial since 2008 and has been with Knox Wealth Partners Advisory since 2018. Outside of advisory services, he operates an independent insurance agency specializing in fixed insurance products. Knox Wealth Partners Advisory serves primarily high-net-worth individuals and business owners, managing approximately $231 million across a seven-advisor team. The firm employs an open-architecture investment approach that includes a variety of asset classes and strategies, and it offers both discretionary and non-discretionary management alongside financial planning and consulting services.

Arriana Neese is a financial advisor at LRI Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese is currently involved in marketing at Lindberg & Ripple through M Holdings Securities. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified portfolios tailored to client goals and risk tolerance, as well as serving institutional clients and maintaining an ERISA fiduciary role in retirement plan consulting.