CFP®-certified, business succession 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 Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.