ADVISOR BIO

Amit Patel is a financial advisor registered with Avantax Advisory Services. Amit has been working in the financial services industry since 2011 and holds licenses for both securities and investment advisory services. Amit is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Amit also provides solicitor referral services to third-party investment managers.

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ADVISOR BIO

Beah Del cid is an investment advisor representative with Ae Wealth Management, Llc. Beah has been in the industry since February 2002 and has been registered with the state of Florida since May 2020. Beah specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. Beah is also a registered representative with BD Financial Concepts Inc. Beah has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Demel Gonzalez is a registered investment advisor representative with Heartwood Financial Services. Demel has been in the financial services industry since 1998. Demel has a Series 7 and Series 66 license and is a Certified Financial Planner. Demel has previously been employed with Fidelity Brokerage Services LLC. Demel primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals.

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ADVISOR BIO

Frank Paul Longo is a financial advisor with Fidelity Personal And Workplace Advisors in Sanford, FL. Frank has been in the industry since 2022 and holds Series 7TO, SIE and Series 66 licenses. Frank has extensive experience in providing financial planning and portfolio management services to individuals, businesses and high-net-worth individuals. Frank is also registered to provide investment advisory services in 54 states and jurisdictions.

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ADVISOR BIO

George Clement is an investment advisor representative with GBC Investment Group. George is registered with the state of Florida as an Investment Advisor Representative. George has 17 years of experience in the financial services industry. George is a Chartered Financial Analyst. George provides financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jeffery Leon Pilate is a financial advisor with Fidelity Personal And Workplace Advisors. Jeffery has been working in the financial services industry since 1990. Jeffery has a variety of experience in financial services, including working with NFP Advisor Services, LLC, The Leaders Group, Inc., and Northwestern Mutual Investment Services, LLC. Jeffery has passed Series 7, 8, 9, 10, 63, and 66 exams and holds licenses in 53 states and is registered with FINRA. Jeffery offers financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Jeffery Donahou is a registered representative of Edward Jones. Jeffery has been in the industry for over 2 years and has a license to act as a registered investment advisor in the state of Florida. Jeffery's work experience includes roles with companies like Suprema and Smartwatch Security & Sound.

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Jesse Michael Plunkett is a financial advisor with Edward Jones. Jesse has been in the industry since 2013 and is registered with the state of Florida. Jesse is also registered with FINRA as a Registered Representative and has passed the Series 66, Series 7, and SIE exams. Jesse specializes in financial planning, pension consulting, and selection of other advisors. Jesse is also a registered Investment Advisor Representative in Florida.

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ADVISOR BIO

Julian Reed Cook is a financial advisor associated with Edward Jones. Julian is a registered representative in Florida and Texas and is licensed to provide investment advice in those states as well as in other states. Julian has been in the financial industry since December 2019 and has successfully passed exams including the Series 7TO, SIE and the Uniform Combined State Law Examination (Series 66). Julian offers a range of financial planning services including portfolio management, pension consulting, and selection of other advisors.

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ADVISOR BIO

Lee Rodriguez mercado is a financial advisor who has been working in the industry since 2016. Lee is currently registered with T. Rowe Price Advisory Services, Inc. and has previously worked with ROBINHOOD FINANCIAL, LLC and T. ROWE PRICE INVESTMENT SERVICES, INC. Lee holds multiple securities licenses, including Series 6, 7, 63, and 66. Lee's experience includes working with corporations and individuals, and Lee specializes in providing financial planning and portfolio management services.

SPECIALIZATIONS