ADVISOR BIO

Daniel Raymond Mannix is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with Provise Management Group, LLC, and has been with the firm since February 2020. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel is also a Chartered Financial Analyst. In addition to Daniel's current role at Provise Management Group, LLC, Daniel has held previous roles at Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. Daniel has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and service.

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ADVISOR BIO

Daniel Nelson is a financial advisor with over 10 years of experience in the industry. Daniel has been with T. Rowe Price Advisory Services, Inc. since May 2017 and is registered in Florida and Maryland. Daniel's prior experience includes working with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in St. Petersburg, FL and CITIGROUP GLOBAL MARKETS INC. in Green Bay, WI. Daniel holds FINRA Series 7, 63, and 66 licenses as well as the SIE exam. Daniel's specialties include providing financial planning and portfolio management for individuals.

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ADVISOR BIO

Daniela Larrotta bonilla is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Daniela is registered with the state of Florida and Texas. Daniela has been in the securities industry for over 2 years and has a total of 2 state exams and 2 product exams. Daniela has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2024.

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ADVISOR BIO

Darcy Lee Ecklund is a financial advisor with Ameriprise Financial Services, LLC in Clearwater, Florida. Darcy has over 20 years of experience in the financial services industry. Darcy has a wide range of experience in the financial services industry, and has worked at several firms, including RAYMOND JAMES FINANCIAL SERVICES, INC., Synergy Investment Group, LLC, LINSCO/PRIVATE LEDGER CORP., Point Direx Securities, LLC, Toad Run LLC and BLS Securities, LLC. Darcy is licensed to provide securities and investment advisory services in Alabama, Alaska, California, Florida, Massachusetts, Michigan, Minnesota, New York, North Carolina, South Carolina, Texas, and Virginia. Darcy also holds the Series 7, Series 24, Series 55, and Series 63 licenses, as well as the SIE exam. Darcy is also a registered investment advisor in Florida.

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ADVISOR BIO

Darrin Romney is a financial advisor with over 15 years of experience in the financial services industry. Darrin is currently registered with Fidelity Personal and Workplace Advisors and holds a Series 66, Series 63, Series 4, Series 9, Series 10, Series 7 and SIE licenses. Darrin specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations.

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ADVISOR BIO

Darryl John Brown is a financial professional with over 20 years of experience in the financial services industry. Darryl has worked for several prominent firms including Wells Fargo Advisors Financial Network, LLC, Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney and G.A. Repple & Company. Darryl is currently registered as a Registered Representative and Investment Advisor Representative with PFS Investments Inc., in Clearwater, Florida. Darryl’s primary focus is portfolio management for individuals.

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ADVISOR BIO

David Glazer is a financial advisor registered with Truist Advisory Services, Inc. based in Clearwater, Florida. David is registered with 52 states and has been in the industry since 2009. Previously, David worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and PRUCO SECURITIES, LLC.. David has a wide range of experience in the financial services industry. David holds Series 4, 6, 7, 24, 52TO, 53, and 66 licenses. David specializes in investment advisory services, financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

David Roper is a financial advisor with over 30 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., in Clearwater, Florida. David specializes in providing financial planning services, retirement planning, and investment management. He is a Certified Financial Planner and holds Series 6, 7, 24, 63, and 99TO licenses. David is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

David Benjamin Carruthers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David Carruthers has been in the industry since February 2006 and has passed the Series 66, Series 10, Series 24, SIE and Series 7 exams. David Carruthers has been registered with the Securities and Exchange Commission since October 2009. David Carruthers is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. David Carruthers specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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ADVISOR BIO

David Rubin is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. David has been in the financial services industry for over 20 years. David is licensed in 53 states and is a Certified Financial Planner. He is registered with both FINRA and the Securities and Exchange Commission. David specializes in financial planning, portfolio management, and consulting. His past experience includes positions at CUNA Brokerage Services, Inc. and Merrill Lynch.

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