SFG Wealth Advisors, LLC

Bruce Snyder Jr. is a CFP® with 25 years of industry experience, currently serving as President and Managing Member of SFG Wealth Advisors, LLC. He has worked with multiple firms throughout his career, including The Strategic Financial Alliance, Inc. and Snyder Financial Group, LLC. In addition to his advisory role, he has been involved in fixed insurance and fixed annuity sales. SFG Wealth Advisors serves individuals and families such as active retirees, business owners, and young professionals, offering discretionary portfolio management, comprehensive financial planning, insurance solutions, and retirement-plan advisory services. The firm utilizes a cash-flow based financial planning approach and implements diversified allocations primarily through mutual funds, ETFs, and selectively, alternative investments, often engaging third-party money managers through the Frontier platform.

Emily Kelly is a Series 65 licensed advisor with SFG Wealth Advisors, LLC, based in Tampa, FL, and has one year of industry experience. Prior to joining SFG Wealth Advisors, she worked at Avior Wealth Management, LLC and Snyder Financial Group LLC. She also holds a role as Client Services Coordinator at Snyder Financial Group, spending part of her time there during trading hours. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on cash-flow driven planning, using diversified mutual funds, ETFs, and select alternative investments, with an emphasis on downside risk management and long-term returns.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the U.S. Army for 21 years. His prior advisory experience includes roles at Avior Wealth Management, LLC and SFG Wealth Advisors, LLC. SFG Wealth Advisors serves individuals and families including active retirees, business owners, and young professionals, providing discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven financial planning process and employs diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate.

Daniel Bader is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at SFG Wealth Advisors, LLC for six years and has held roles at Avior Wealth Management, Momentum Independent Network Inc., The Strategic Financial Alliance, Inc., and Snyder Financial Group. SFG Wealth Advisors, LLC serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven planning process, utilizing diversified mutual funds, ETFs, and selective alternative investments, often engaging third-party money managers through a platform provider.