Forefront

Eduardo Martinez is a financial advisor with Forefront Wealth Partners in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at multiple firms including Glenrock Financial, AE Wealth Management, and AllState Insurance Company, and he owns Edward Martinez Financial Services, providing insurance sales and services. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial and estate planning, and cash-management services through customized portfolios and a multi-advisor structure.

Gerald Shaw Jr. is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Forefront Wealth Partners and also affiliated with Calton & Associates. Shaw owns and operates Seminole Tax Pros, LLC, providing tax preparation and consulting services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial and estate planning, and integrates related businesses such as tax and insurance services.

Bruce Kern is a financial advisor with Forefront in Ocala, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and a 20-year career at Verizon before entering financial advising. Forefront Wealth Partners is a team-based SEC-registered advisory serving individual clients, business owners, and corporate clients with customized portfolio management and comprehensive financial planning, including estate and tax coordination. The firm operates across multiple offices with a multi-advisor structure and integrates related businesses such as tax and insurance services.

Charlotte Pace is a financial advisor with Forefront Wealth Partners based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Forefront since 2024 and previously held roles at Cetera and Calton & Associates. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, supporting election processes. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that incorporates related businesses and external platforms.

Christopher Simon Wallace is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Forefront Wealth Partners, LLC and previously worked at Robinswood Financial among other firms. Wallace operates a personal holding company, Fridley LLC, through which he provides independent advisory services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate and business planning, using customized portfolios and third-party managers.

Eric Negron is a financial advisor at Forefront with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles across Forefront Wealth Partners, Elevated Business Partners, Calton & Associates, and other firms. Negron is also involved in several business ventures including Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services, respectively. Additionally, he partners in an IT consulting firm serving financial advisors and hosts an annual conference for advisors. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services, with a multi-advisor structure that integrates related businesses including tax and insurance partners.

Mark Carter is a CFP®-certified financial advisor at Forefront with nine years of industry experience. He previously worked at Point2 Capital Partners, LLC and spent a decade at Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

Nicholas Wolf is a CFP® with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior roles include positions at The Pacific Bridge Companies, Inc., Calton & Associates Inc., Manhattan West Asset Management, KeyBank, Morgan Stanley, Citi Bank, and J.P. Morgan Securities. Outside of financial advising, he is involved in dog boarding and dog walking through a pet services business in Olympia, WA. Forefront Wealth Partners is a team-based advisory firm serving individual, business, and corporate clients with tailored investment management and comprehensive financial planning services. The firm employs customized portfolios and integrates related business services, including tax and insurance, across multiple offices.

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

Abby Morton is a CFP® professional with four years of industry experience. She is currently with Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., and Aquire Wealth Advisors, LLC dba Dentist Advisors. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

James Alders is a CFP® professional with nine years of industry experience. He is currently affiliated with Forefront Wealth Partners and Principatus Wealth, where he serves as founder and financial planner. He also acts as an executor for his father-in-law's trust and holds a treasurer position. Forefront Wealth Partners is a team-based adviser serving individual, high-net-worth, business, and corporate clients with customized investment management and comprehensive financial planning services, including estate and tax coordination.

Eric Dolin is a financial advisor at Forefront with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Wealth Management and Rembrandt Financial Group. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, using customized portfolios and a multi-advisor structure across numerous offices.

David Leone is a CFP® with 11 years of experience in financial services. He is currently affiliated with Forefront and Calton & Associates, having held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors. He also owns Leone & Company Wealth Management, providing comprehensive financial planning. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services and utilizes customized portfolios with third-party managers and turnkey platforms.

Jay Kadlec is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Forefront in Grand Rapids, MI, and has a background that includes roles in mortgage lending and financial planning. Outside of his advisory work, he is involved with Grayson Subaru as a Subaru specialist. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that includes integrated related businesses.

Erica Unterreiner is a financial advisor at Forefront with a Series 65 credential and one year of industry experience. She has previously worked at Calton & Associates, Summit Advisors, and Mutual of Omaha Investor Services. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination with customized portfolios and a multi-advisor structure.