Latitude Advisors, LLC

Ethan Strick is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including GWN Securities, Dickow-Cyzak, and OSIAC Wealth. Strick is also involved in life insurance sales through a separate financial services business. Latitude Advisors serves individual, high-net-worth, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party model strategies tailored to client goals and risk tolerance, with most accounts managed on a discretionary basis.

George Leach is a financial advisor with Latitude Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Latitude Advisors since 2009 and also operates Leach Co., PA, a CPA firm he founded in 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

Nancy Brunn is a financial advisor with Latitude Advisors, LLC and holds a Series 66 designation. She has 10 years of industry experience and has also operated Brunn & Associates, Inc., a CPA firm specializing in accounting and tax preparation, since 2001. In addition to her advisory work, she handles accounting duties for an online specialty sales business. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Craig Perkins is a financial advisor at Latitude Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors since 2012. In addition to his advisory role, he works as an independent contractor in fixed and health insurance sales and provides consulting services focused on identifying cash flow savings for businesses. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Greg Dangar is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2010. In addition to his advisory work, he serves as president of the Georgia chapter of the National Association of Tax Professionals and is involved in accounting and tax consulting through Dangar Associates. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

William Scanlon Jr. is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC, GWN Securities Inc., and his own practice, William J. Scanlon, Jr. He has been with Latitude Advisors since 2011. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, discretionary portfolio management using both in-house and third-party models, and pension consulting services.

Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Roland Stadelmann is a financial advisor at Latitude Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Latitude Advisors since 2010. Prior to this, he worked at GWN Securities Inc. for 10 years and has been associated with MassMutual since 2003. Outside of his advisory role, he owns Palmetto Tax Centers, LLC, which provides advanced income tax planning and preparation services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a range of in-house and third-party model strategies, combining client objectives with tactical and quantitative approaches, and generally manages accounts on a discretionary basis with continuous monitoring and rebalancing.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

John Shaffer is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 38 years of industry experience. His prior work includes roles at GWN Securities, Royal Alliance Associates, and Signator Investors. He has also operated John Shaffer Insurance since 1978, focusing on fixed insurance and annuities. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm constructs portfolios using valuation-driven and momentum-based model strategies, combining in-house and third-party approaches with continuous account monitoring.

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at GWN Securities, Jeffrey Lasky Financial Services, Latitude Financial, and Hartman Home Team. He attended the University of Wisconsin-Madison from 2021 to 2025. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies combined with continuous portfolio monitoring and rebalancing.