Rogan & Associates

Harrison Moore is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes positions at Harwood Advisory Group, LLC and American Family Legacy Group, LLC. He currently serves as a financial planner at Rogan & Associates. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm employs a long-term, asset allocation and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance.

Jason White is a CFP® with 28 years of industry experience, currently serving at Rogan & Associates since 2003 and also affiliated with J.W. Cole Financial, Inc. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he acts as a non-public arbitrator for FINRA dispute resolutions. Rogan & Associates advises individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm follows a generally conservative, long-term investment approach focused on diversification and tailors allocations to client goals, employing both discretionary and non-discretionary management alongside unaffiliated third-party managers when appropriate.

Adam Lucke is a financial advisor at Rogan & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Rogan & Associates since 2012, also working at J.W. Cole Financial, Inc. since 2025. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management and third-party managed accounts. The firm employs a conservative, long-term investment approach focused on diversification and tailored allocations, using both discretionary and non-discretionary management as well as third-party managers when appropriate.

Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

Blake Kennedy is a financial advisor at Rogan & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Rogan & Associates since 2018, following a prior role at The CSI Companies. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis and employs a long-term, asset-allocation approach tailored to clients' objectives and risk tolerance.

Michael Rogan is a financial advisor with Rogan & Associates in Safety Harbor, Florida, holding a Series 63 designation and over 40 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. In addition to his advisory role, he is an investor in The Pub at Safety Harbor, a local business. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis and employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Daniel Huehn is a financial advisor at Rogan & Associates with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Rogan & Associates since 2015. He also serves as a power of attorney, trustee, and executor for his father. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm follows a long-term, asset-allocation and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while using a variety of investment vehicles and insurance products where appropriate.