Compass Financial Advisory Services, LLC

Bruce Boyle is a financial advisor at Compass Financial Advisory Services, LLC with four years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked for Summit Brokerage Services, Inc. for 23 years. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning, particularly for employees and retirees of Publix Super Markets, Inc. The firm’s investment approach centers on retirement income planning, managing client assets with an emphasis on income and growth, and offering discretionary and non-discretionary account management alongside an open-architecture wrap fee program.

Tara Sanders is a CFP® professional at Compass Financial Advisory Services, LLC with 31 years of industry experience. Her previous roles include positions at Brokers International Financial Services, LLC and Questar Asset Management. Outside of her advisory work, she serves as a board member involved in fundraising for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and often working with employees and retirees of Publix Super Markets, Inc. The firm manages client assets through a retirement income-focused approach, utilizing discretionary and non-discretionary management, sub-advisors for specialized strategies, and maintains a notable wrap fee program that integrates advisory and transaction costs.

Madeleine Hubbard is a financial advisor with Compass Financial Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Compass Financial Advisory Services in 2024, she held various roles across multiple industries, including healthcare and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a significant portion of its client base from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning through a segmented asset approach and manages approximately $527 million in client assets, offering both discretionary and non-discretionary account management.

Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Compass Financial Management Group, Inc. and 51 Site Services, Inc. Outside of her advisory role, she is a notary providing signature notarization services online. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a substantial client base drawn from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning and manages approximately $527 million in assets, offering a distinctive open-architecture wrap fee program alongside discretionary and non-discretionary portfolio management.

Lauren Tanksley is a CFP® professional with 14 years of experience in financial advisory. She is currently with Compass Financial Advisory Services, LLC, where she has worked since 2022. Her prior experience includes roles at Brokers International Financial Services, Woodbury Financial Services, and Questar Asset Management. Outside of her advisory work, she provides divorce consulting services through Divorce Sense, assisting divorcing couples with financial organization and budgeting. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, with a focus on retirement planning for employees and retirees of Publix Super Markets, Inc. The firm manages approximately $527 million in assets and offers a distinctive open-architecture wrap fee program alongside a retirement income-centric investment approach.

John Cecere is a Series 65-licensed advisor with Compass Financial Advisory Services, LLC, having two years of industry experience. He has been with Compass Financial Advisory Services since 2024 and has worked at Compass Financial Management Group since 2015. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with many clients from Publix Super Markets, Inc. The firm emphasizes retirement income planning through segmented asset management and offers a wrap fee program that combines advisory and transaction costs for mutual funds and ETFs.