Certified Advisory Corp

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory options and detailed plan-level consulting.

Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

Joseph Bert is a CFP® professional with 50 years of experience in the financial services industry. He has been affiliated with Certified Advisory Corp since 1991 and previously worked at Certified Financial Group, Inc. for over three decades. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a tailored investment approach that aligns client objectives with risk tolerance and liquidity needs, utilizing strategies such as fundamental and technical analysis, Modern Portfolio Theory, and automated platforms through Betterment.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic client reporting.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.