A highly capable financial team

We have carefully assembled a select network of highly experienced financial professionals who work in conjunction to share their cumulative knowledge, best practices and investment platforms. The result is an extraordinary breadth and depth of experience and capabilities from coast to coast.

Each team is dedicated to serving your every need to the fullest – through a high degree of personal attention and financial planning services tailored to your individual needs, but also with access to a powerful network of professionals and services to thoroughly address even the most complex financial needs.

PAUL NEUNER
NEXT Retirement Solutions Managing Director; NRS Founding Partner; CA Branch Owner, Financial Advisor; RJFS
KEVIN McFARLAND
NEXT Retirement Solutions CFO; NRS Founding Partner; CA Branch Owner, Financial Advisor; RJFS
MICHAEL HLAVEK
Winter Park Wealth Group COO; WPWG Founding Partner; CA Financial Advisor; RJFS
NEELAB NAIBKHYL
NEXT Retirement Solutions Director of Strategy; CA Financial Advisor; RJFS
DOMINIC REPETTI
NEXT Retirement Solutions SVP, Relationship Mgmt., Partner; NRS Branch Owner, Financial Advisor; RJFS
BEN WEINER
Winter Park Wealth Group Director; WPWG Financial Advisor; RJFS
DAMON DeLILLO
NEXT Retirement Solutions Sr. Relationship Manager; NRS Financial Advisor; RJFS
MICHAEL ROZOVICS
NEXT Retirement Solutions Sr. Relationship Manager; NRS Financial Advisor; RJFS
TIMOTHY CRONIN
NEXT Retirement Solutions SVP, Wealth Management; NRS Branch Manager; RJFS
DENISE RUIZ
NEXT Retirement Solutions Operations Manager; NRS Registered Client Associate; RJFS
ROBERT ORTBALS
NEXT Retirement Solutions Relationship Manager; NRS Registered Client Associate; RJFS
BRIAN GRAY
NEXT Retirement Solutions Financial Advisor; RJFS
WILLIAM REAP
NEXT Retirement Solutions Financial Advisor; RJFS
MARK HOFSTETTER
NEXT Retirement Solutions Financial Advisor, RJFS
MARK RODGERS
Private Wealth Manager, RJFS
RYAN GORDON
NEXT Retirement Solutions Vice President; NRS Financial Advisor; RJFS
JARROD MARTINEZ
Capital Waypoint Financial Advisor; RJFS
JILL GROOTENDORST
Capital Waypoint Office Manager; RJFS
ANTHONY CAMACHO
Wealth Manager
DUKE MARSH
Winter Park Wealth Group Director; WPWG Financial Advisor; RJFS
GEOFFREY LYNCH
Winter Park Wealth Group Financial Advisor; RJFS
N. BRADFORD BREUER
Winter Park Wealth Group Financial Advisor; RJFS
ALBERT RAY, III
Winter Park Wealth Group Financial Advisor; RJFS
KIMBERLY KING
Winter Park Wealth Group Registered Associate; RJFS
MARGIE RHODES
Winter Park Wealth Group Registered Associate; RJFS
JANICE RAY
Winter Park Wealth Group Registered Client Service Associate; RJFS
BRENDA D’ARVILLE
Winter Park Wealth Group Vice President; WPWG Financial Advisor; RJFS
IAN ROSENFIELD
Elevon Wealth Management CEO; EWM Financial Advisor; RJFS
MICHAEL ROSSI
Elevon Wealth Management COO; EWM Financial Advisor; RJFS
CHRIS VETRANO
Elevon Wealth Management VP, Operations; EWM Registered Client Associate; RJFS
SYLVIE LEON
Elevon Wealth Management VP, Relationship Management; EWM Sr. Client Associate; RJFS
BRANDON VAN GOETHEN
Elevon Wealth Management Client Relationship Associate; EWM Registered Client Associate; RJFS
NECZAR SAROULI
Elevon Wealth Management Client Relationship Associate; EWM Registered Client Associate; RJFS
ROBERT MILLIGAN
1792 Wealth Advisors Managing Partner; 1792 WA Branch Manager; RJFS
BRAD MEHL
1792 Wealth Advisors VP, Partner; 1792 WA Sr. Wealth Advisor; RJFS
BARRY GROSS
1792 Wealth Advisors Sr. VP, Partner; 1792 WA Wealth Advisor; RJFS
MARGARET MARQUES
1792 Wealth Advisors Director - Ops. & Client Svcs.; 1792 WA Registered Sales Assistant; RJFS
JEFF MARVIN
Citrus Wealth Management President; CWM Wealth Manager; RJFS
BLAINE SHIRA
Citrus Wealth Management Wealth Manager
MICHELE HUCKFELDT
Citrus Wealth Management Client Services Coordinator
KELLY SHIRA
Citrus Wealth Management Marketing Manager
MICHAEL BAUER
Financial Advisor, RJFS
ELIZABETH (BETSY) MEAGHER
Financial Advisor, RJFS
KATRINA WILSON
Office Manager Senior Registered Client Associate, RJFS
JOHN RAJT
Account Executive, RJFS
TODD SCHWARTZ
Schwartz Mabry Private Wealth Advisory Managing Partner; SMPWA Branch Owner; RJFS
GARNER MABRY IV
Schwartz Mabry Private Wealth Advisory Managing Partner; SMPWA Branch Owner; RJFS
JAMIE ALEXANDER
Schwartz Mabry Private Wealth Advisory Sr. Registered Client Associate
MARILYN SMITH
Schwartz Mabry Private Wealth Advisory Operations Manager
SUTTON CAVALIER
Schwartz Mabry Private Wealth Advisory Vice President, Investments Financial Advisor
NICHOLAS HAMILTON
The Hamilton Group Managing Director; THG Financial Advisor; RJFS
ANTHONY PAUL
The Hamilton Group Managing Director; THG Financial Advisor; RJFS
JAMES MARCHESI
Mill Ridge Wealth Management Partner; MRWM Financial Advisor; RJFS
MICHAEL PIRRELLO
Mill Ridge Wealth Management Partner; MRWM Financial Advisor; RJFS
TRACEY ATKINSON
Mill Ridge Wealth Management Client Services Manager
MARK JOHNSON
Heartland Wealth Management Financial Advisor
KAY DICKINSON
Heartland Wealth Management Client Service Manager
MAURIE "MOE" JACOBSON
Financial Partners Wealth Strategies Principal; FPWS Branch Manager; RJFS
BILL WAGNER
Financial Advisor
BRENDA TOMPKINS
Client Services Manager
RANDY ZIFFREN
Financial Advisor Branch Manager
SEAN GOODRICH
Goodrich Wealth Planning Managing Partner Director; GWP Financial Advisor; RJFS
PETER PASTMAN
Goodrich Wealth Planning VP Wealth Management; GWP Financial Advisor; RJFS
KRYSTAL CASTILLO
Goodrich Wealth Planning Registered Client Services Manager; GWP Registered Associate; RJFS
CHRISTOPHER MELTON
Concurrent Advisors Financial Advisor, RJFS First Vice President, Investments
DEAN ZACK
Concurrent Advisors Financial Advisor, RJFS First Vice President, Investments