B&C Financial Advisors

Ansley Nicholson is a CFP® professional with two years of industry experience, currently serving at B&C Financial Advisors. Prior to joining B&C, Nicholson worked at Fidelity Investments and has held various roles in hospitality and recreational settings. B&C Financial Advisors is a fee-only registered investment adviser that primarily serves individual clients, including high-net-worth households, trusts, and estates, offering portfolio management and comprehensive financial planning. The firm uses a disciplined, model-based investment approach grounded in modern portfolio theory, combining equities, fixed income, and ETFs, and integrates coordinated financial planning with ongoing investment oversight.

Jessica Adams is a financial advisor at B&C Financial Advisors with a Series 65 designation and nine years of industry experience. She has been with B&C Financial Advisors since 2016, contributing to the firm’s team of nine advisors based in Ponte Vedra Beach, FL. B&C Financial Advisors is a fee-only registered investment adviser serving individual clients, including high-net-worth households, trusts, and estates. The firm offers portfolio management and financial planning services using a disciplined asset-allocation approach grounded in modern portfolio theory, with discretionary investment management guided by tailored Investment Policy Statements.

Allan Cohen is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He has been associated with Butensky & Cohen Financial Security, Inc. and Butensky & Cohen, Inc. since 1995. In addition to his advisory role, he is involved in property management through a real estate investment management company. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Thomas Ellis is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Butensky & Cohen Financial Security, Inc. since 2009. Outside of his advisory role, Ellis is co-owner of Howler Monkey Sauce, LLC, a business involved in hot sauce sales and management. B&C Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and entities such as trusts and estates. The firm manages approximately $546 million in client assets through a six-advisor team, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Jacqueline Bos is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been associated with Butensky & Cohen Financial Security, Inc. since 1995. Outside of her advisory role, she is involved with 110 Professional, LLC, where she manages building operations and accounting tasks. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, utilizing a diversified investment approach based on modern portfolio theory and both fundamental and technical analysis.

Jonathan Bottaro is a CFP® professional at B&C Financial Advisors with four years of industry experience. He has held roles at SoFi Wealth LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Bottaro is based in Ponte Vedra Beach, FL, and holds Series 63 and Series 65 licenses. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in assets across a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, employing a diversified investment approach grounded in modern portfolio theory and disciplined asset allocation.

Sean Guldi is a CFP® with 16 years of industry experience and has been with Butensky & Cohen Financial Security Inc. since 2013. He is based in Ponte Vedra Beach, FL and holds the Series 66 designation. Outside of his advisory role, he is involved with 110 Professional, LLC, where he manages building operations and accounting functions. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities, providing discretionary portfolio management and comprehensive financial planning using diversified asset-allocation models grounded in modern portfolio theory.

Kellie Kelleher is a financial advisor at B&C Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining B&C Financial Advisors, she worked at Fairlane Consulting and held roles with the Jewish Federation & Foundation of NEFL and the American Cancer Society. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, providing discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Adam Oerther is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with B&C Financial Advisors in Ponte Vedra Beach, FL, where he has worked since 2016. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets with a six-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, using diversified asset allocation models based on modern portfolio theory.