Top business ownership considerations financial advisors in Vero Beach, FL

Anthony Tulsiram is a financial advisor with PNC Wealth Management in Vero Beach, FL, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital model account offered as an invitation-only employee pilot. The firm’s approach involves algorithm-driven portfolio recommendations with investments managed via approved models using mutual funds and ETFs.

Richard Yemm is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Secure Asset Management, L.L.C. and has held prior roles at firms including SCF Investment Advisors, Secura Financial, and Kovack Advisors. In addition to his advisory work, Yemm owns and operates Riley's Press, a book publication and distribution business. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and platforms for account management.

Thomas O'Connor is a financial advisor with Catalyst Financial Partners in Vero Beach, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. His prior roles include positions at Mariner Managed Account Solutions, Mass Mutual Investors Services, Metlife Securities, Baystate Wealth Management, and he serves as Of Counsel to a law firm, O'Connor, Carnathan & Mack, dedicating a small portion of his time to legal work. He is also an investor in Apex Quantitative Group, a quantitative investment manager. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs client-specific investment policies and long-term diversified strategies utilizing a range of investment vehicles, including ETFs, mutual funds, separate account managers, individual securities, and alternatives.

Amanda Darress is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Executive Manor Homeowners Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically those with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations.

Biran Herndon is a financial advisor at Herndon Wealth Services Inc in Vero Beach, FL, with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to founding his current firm, he worked at Impact Partnership Wealth, LLC and Brookstone Wealth Advisors, among others. Herndon is also involved in tax preparation through Elite Tax Advisory Services, LLC, a business he has operated since 2008. Herndon Wealth Services is an independent firm that provides financial planning and consulting services to individuals, high-net-worth clients, and businesses without managing client assets. The firm offers tailored planning across business, retirement, estate, tax-efficiency, and risk management topics, typically through ongoing reviews or limited-scope, hourly consultations.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.