Palm Beach Gardens, FL Jog Road Office

Daniel Pyle is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses with 25 years of industry experience. He has been with Money Concepts Capital Corp since 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs.

Daniel Bertucelli is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 designations and over 35 years of industry experience. He has worked with Money Concepts since 2017 and previously spent 19 years at Double Eagle Securities of America, Inc. Outside of advising, he is president and CEO of Bert & Associates, Inc., providing accounting and tax preparation services. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing over $4 billion in client assets through a network of advisors.

Rodolfo Valdes is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and previously at Invest Financial Corporation from 2015 to 2018. Outside of his advisory role, he is a partner at Brighten Capital, LLC, a business involved in managing rental properties. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Brian Dodds is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has also been affiliated with MT Vernon Nazarene College since 1995. Outside of his advisory role, Dodds serves as a board member and officer for the Quadrille of Ponte Vedra Beach Homeowners Association and is involved in airplane ownership through BPD Enterprises, LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with about $3.33 billion in assets under management.

Michael Granados is a Series 66-licensed advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, where he has worked since 2012. He has nine years of industry experience. Outside of his advisory role, he is involved as an owner in a non-investment rental property business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes multiple managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Jesse Studyvin is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding the ChFC® designation and Series 66 license. He has six years of industry experience and also serves in roles at Cornerstone Tax Planning and Schofield Enterprises. Additionally, he provides consulting services for the FP Alpha-Webinar Series. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets for a diverse client base.

Ryan Mc Call is a financial advisor at Money Concepts Capital Corp with one year of industry experience. He holds the Series 66 designation and has previously worked at A1A2 Inc. and Florida Sports Cycle. Prior to entering the financial sector, he spent nine years in full-time education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Mary Walsh is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Money Concepts Capital Corp since 1996 and concurrently at Global World Network Securities Inc. since 2003, as well as at Win Advisors, Inc. since 2019. Outside of her advisory roles, she serves as Secretary of the Icon Home Board in Palm Beach Gardens. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

Katherine Reppert is a financial advisor at Money Concepts Capital Corp with four years of industry experience. She holds a Series 65 credential and has worked at Money Concepts Advisory Services since 2017. Prior to her financial career, she was employed at GreenChem Industries LLC for seven years. She serves as treasurer for SE FL ACA Intergroup, Inc., a charity organization. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors, utilizing model-driven and asset-allocation investment approaches.

Denis Walsh is a CFP® with over 40 years of experience in the financial services industry. He is currently with Win Advisors, Inc., where he has worked since 2019, and has held roles at Global World Network Securities Inc. and Money Concepts Capital Corp. Outside of advisory work, Walsh serves as President, Director, and Treasurer of World Investment Network, Inc., a non-investment related entity. Win Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and corporate clients. The firm employs quantitative, algorithmic, and fundamental strategies within its model portfolios and robo-adviser platform, serving a large client base with a high client-to-advisor ratio.

Richard Chrzanowski is a financial advisor with Money Concepts Capital Corp in Tampa, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns and manages businesses in real estate and auto restoration. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages assets through a variety of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers to implement asset allocation and rebalancing strategies.

David Homard is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. He holds the CFP® and CFA® designations and has worked with firms including Win Advisors, Inc., CAI Group, LLC, and GWN Securities, Inc. Since 2023, he is also involved with Castellum Asset Management, LLC, a non-investment related business. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, utilizing both proprietary and sub-advised portfolios supported by third-party managers and platforms.

John Carter is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and is also involved with Certified Financial Associates, LLC and Hamilton Funding Group. Outside of securities work, he operates an independent insurance agency focused on Medicare supplement sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

Richard Frantz is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mense Solutions, LLC. Outside of his advisory role, he owns a management and IT consulting business under the DBA Brother's Keeper Wealth. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charities, and corporations, using a range of managed programs and investment strategies.

Adam Andrews is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has eight years of industry experience, including roles at Money Solutions Group and Money Concepts Capital Corp. He is also employed as an analyst in data and research at Massaro Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs alongside third-party managers and service providers.