Independent, equity compensation tax strategy financial advisors in West Palm Beach, FL

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Paul Caccomo is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held roles at Legend Equities Corporation and Investacorp Advisory Services Inc. Outside of his advisory role, he owns and operates United Tax & Financial Services, LLC, providing tax preparation, bookkeeping, and fixed insurance products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive investment strategies.

Alexandra Wilson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. She has previously worked at SmartPath Advisors, SmartPath Financial, 8 Degrees Financial Wellness, and Harmon Financial Advisors. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes for tax optimization and portfolio management.

Dennis Gelfand is a CFP® professional with 11 years of financial advisory experience. He is the sole advisor at Plan Ahead Advisors and has concurrently worked as an employee and shareholder at the CPA firm Hough, Gelfand & Associates since 2003. Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, using fundamental analysis to develop individualized strategies aligned with each client’s risk tolerance and time horizon. The firm also coordinates with other professionals and may direct clients to third-party money managers as part of its services.

Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

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.

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 Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.