Provise Management Group, LLC

Jonathan Richmond is a CFP® professional affiliated with ProVise Management Group, LLC, with four years of industry experience. He has worked at multiple firms including Kestra Investment Services, LLC, and Tax Favored Benefits, Inc. Richmond currently serves as a Retirement Plan Advisor, supporting ERISA qualified plan clients with service, employee enrollment and education, and investment oversight. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,100 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Eric Ebbert is a CFP® with 24 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2002 and holds the position of President at ProVise Management Company Inc. Outside of his advisory role, he serves on the board of directors for the Homeless Empowerment Program and is a trustee at the Forman School. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion across 16 advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Shane O'hara is a CFP® with 11 years of industry experience, currently serving as Executive Vice President and partner at ProVise Management Group, LLC in Clearwater, FL. He has worked with Kestra Investment Services, LLC and NFP Advisor Services, LLC. O'hara is also president of Creative Pinellas, a nonprofit organization supporting local artists. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering discretionary and non-discretionary portfolio management along with retirement plan consulting.

Susan Washburn is a CFP® with 18 years of industry experience, currently serving as a principal at ProVise Management Group, LLC since 2017. Prior to joining ProVise, she led Washburn Capital Management for ten years. She is a member of the Board of Directors for the Pinellas County Estate Planning Council, where she contributes to programming that fosters understanding of estate planning among professionals. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering discretionary and non-discretionary portfolio management, stand-alone financial planning, and retirement plan consulting.

Joseph Mc Fadden is a CFA® charterholder with four years of industry experience. He is currently with Provise Management Group, LLC and has previously worked at Pensionmark Financial Group and SWM Advisors. Prior to that, he spent 13 years at Aberdeen Standard Investments. Provise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,100 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Jack Niles is a financial advisor with Provise Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Niles, Kight & Company, PLLC since 2010 and previously at Kestra Investment Services, LLC and NFP Advisor Services from 2004 to 2023. Outside of investment advisory, he is a partner at Niles, Kight & Company, PLLC, providing consulting and tax/accounting services as a CPA. Provise Management Group, LLC offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Vincent Ferrara is a CFP® professional with over 54 years of industry experience. He is affiliated with Provise Management Group, LLC and has held roles at Kestra Financial Services, Inc. and NFP Securities, Inc. among others. Outside of his advisory work, Ferrara serves on multiple boards including the University of Maryland College Park Foundation and Morton Plant Mease HealthCare, Inc., and hosts a podcast called Up Your Assets, LLC. Provise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Sandra Risgaard is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC since 2021. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors and Schenck Investment Solutions. She holds a Series 63 license and is based in Clearwater, Florida. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,100 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Stephen Csenge is a CFP® professional with 39 years of experience in financial advisory. He is currently an independent advisor at ProVise Management Group, LLC and Kestra Investment Services, LLC, having previously worked at Lion Street Financial and operated his own advisory firm, Csenge Advisory Group LLC. Csenge serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering discretionary and non-discretionary portfolio management, stand-alone financial planning, and retirement plan consulting.

Holly Harman is a CFP® and Series 65-licensed advisor with four years of industry experience, currently serving at Provise Management Group, LLC. She has been associated with Provise since 2000 and Kestra Investment Services, LLC since 2003. Provise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Peter Seriano is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC. His prior experience includes roles at Kestra Investment Services, Edward Jones, Merrill, and Bank of America. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,100 clients through a team of 16 advisors, offering discretionary and non-discretionary portfolio management, stand-alone financial planning, and retirement plan consulting.

Derek Kelly is a CFP® professional with one year of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC. He has been with ProVise since 2022, including his current role since 2024. ProVise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion across about 1,154 clients through a team of 16 advisors, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Jon Brethauer is a CFP® professional with 21 years of industry experience, currently serving at Provise Management Group, LLC. He has worked with Kestra Investment Services, LLC since 2008 and holds the Series 66 designation. Brethauer is also a member of the boards of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he participates in strategic planning and oversight. Provise Management Group, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, offering a range of portfolio management and consulting services.

Thomas Harrington is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Provise Management Group, LLC and Kestra Investment Services LLC, having previously held roles at NFP Securities, Inc. and Kestra Financial Services, Inc. At Provise, he serves as a Retirement Plan Advisor, managing ERISA qualified plans and providing employee enrollment, education, and investment oversight. Provise Management Group, LLC offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion across 1,154 clients through a team of 16 advisors, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting.

Justin Whitmer is a financial advisor with ProVise Management Group, LLC in Clearwater, FL. He holds the Series 65 and Series 66 designations. ProVise Management Group provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $2.03 billion in assets with a team of about 16 advisors, employing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investment strategies.