Gene Tannenbaum AIF™, BFA®, began his career over 30 years ago in NYC with one of our nation’s largest and most respected investm

Cliff Guthrie is a Certified Financial Planner with more than 10 years of experience and has been educating Northeast Florida residents on person

Erik helps High Net Worth individuals, professionals and business owners with strategies to grow their wealth and design retirement income while

As Chapter President of the American Financial Education Alliance (AFEA), Matt Logan is dedicated to helping people live better lives through fi

Chip’s passion is helping people understand complex financial concepts that they need in order to make sound decisions. This allows them to

Kalani Vale: Advocate for Financial Literacy and Holistic Well-being Kalani Vale is dedicated to advancing financial literacy and promoting holi

As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their re

Matt D’Amico is a registered Investment Adviser Representative and financial advisor at Networth Advisors, LLC, a financial planning and we