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

Stuart Waldenmaier Biography Financial Advisor and IRMAA Certified Planner Stuart is very passionate about educating and assisting retirees and

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

Nick Callesen graduated from Central Michigan University in 1992 with a degree in Finance and has worked as a financial advisor ever since. A fir

sey earned a Bachelor of Science Degree in Business, with a concentration in Finance from Purdue University. Since then, Casey has earned his Lif