Flat-fee, business sale tax planning financial advisors in Pompano Beach, FL

Peter Caruso is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors in 2025. Caruso holds ownership interests in two wealth management firms, including full ownership of PVCWealth Management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.

James Platania is a CFP® professional with 43 years of industry experience, currently advising at LPL Financial since 2018. His prior experience includes 20 years at Cetera Wealth Services, LLC and five years at Cetera Advisor Networks LLC. He serves as adjunct faculty at The National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive advisor resources and technology tools.

John Ruark is a CFP® professional with 11 years of industry experience, operating Patuxent Financial Planning, LLC since 1996. He is based in Pompano Beach, FL, and runs a single-advisor practice. Patuxent Financial Planning, LLC is a fee-only, state-registered investment advisor serving individuals, families, and trusts. The firm employs a fundamental, long-term buy/hold/monitor strategy focused on asset allocation, managing accounts on a non-discretionary basis and providing ongoing supervision through formal reviews.

Alex Smith is a Planning Consultant at the Boca Raton Investor Center, where he develops personalized financial strategies tailored to clients' goals and evolving circumstances. He combines financial planning with a relationship-driven approach to provide guidance aimed at clarity, confidence, and direction throughout clients' financial journeys. His focus includes supporting long-term success, family legacy planning, and lasting financial well-being. Alex has held various roles at Fidelity Investments, beginning as a High Net Worth Service Associate in 2022, progressing to Investment Solutions Representative I in 2023, then Relationship Manager from 2024 to 2026, and currently serving as a Planning Consultant. Prior to joining Fidelity, he was a Personal & Business Banker at Wells Fargo in 2022 and a Financial Professional at Equitable Advisors in 2021. Outside of his professional work, Alex enjoys activities such as spending time at the beach, family activities, football, outdoor adventures, and soccer.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Matthew Armendinger is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. He specializes in helping individuals and families with various financial strategies including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Matthew earned his Bachelor's Degree from Fairleigh Dickinson University and remains actively engaged with his alma mater through the Fairleigh Dickinson Young Alumni Association. His professional involvement extends to volunteering as a guest speaker with ALPFA NJ and supporting the Lupus Foundation for America, New Jersey Chapter. Outside of his professional work, Matthew enjoys baseball, basketball, football, golfing, reading, running, spending time with his family, and practicing yoga. He participates in activities such as running with his run club in Jersey City and competing in indoor golf leagues.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.