Strategic Partners
Advisors we plan with.
Advisors who work alongside our attorneys, so your estate plan and financial plan speak the same language.
Wealth Management
Amilka Delgado
CFP®, Founder & President
Wisdom Planning Group
Orlando, FL
Amilka Delgado, CFP®, is Founder and President of Wisdom Planning Group, an Orlando-based registered investment adviser founded in 2014 as Delgado Wealth Management. Amilka began a financial planning career in 1999 after serving in the United States Marine Corps and holds a Bachelor of Science from Palm Beach Atlantic University. The firm works as an independent fiduciary, offering guidance that is not tied to proprietary product sales.
Wealth Management
Nicholas Sowers
President
Guided Financial Advisors
West Palm Beach, FL
Nicholas Sowers is the founder and President of Guided Financial Advisors in West Palm Beach, Florida. He began his career as a financial advisor in Tampa with Florida Financial Advisors, where he became a Vice President and Partner and helped open the firm's Orlando branch. He is an Orlando native and a graduate of Rollins College.
Elder & Medicaid Planning
Tyler G. Harrelson
CES, CLTC, CFS — Investment Advisor Rep. & President
The Art and Science of Successful Planning
Fort Myers, FL
Tyler G. Harrelson is President and an Investment Advisor Representative of The Art and Science of Successful Planning in Fort Myers, Florida. He holds a Bachelor of Science in Risk Management and Insurance from Florida State University. His practice includes senior care planning, including VA, Medicare and Medicaid benefits, coordinated with elder law attorneys.
Wealth Management
James D. Di Virgilio
CIMA®, CFP®
Chacon Diaz & Di Virgilio Wealth Management
Gainesville, FL
James D. Di Virgilio, CIMA®, CFP®, is part of the advisory team at Chacon Diaz & Di Virgilio Wealth Management, an independent, fee-only fiduciary firm in Gainesville, Florida. His focus is investment strategy and financial planning. The firm uses a team approach, so clients work with all of its advisors rather than a single person.
Wealth Management
Rob Wayland
CFP®, CEPA®, President
Wealth Advisory Group
Clearwater, FL
Rob Wayland, CFP®, CEPA®, is President of Wealth Advisory Group in Clearwater, Florida. The firm's planning follows a four-step process of discovery, strategy, execution and ongoing optimization, for individuals, families and business owners at different stages of their financial lives.
Wealth Management
Jorge Vazquez
Owner & Financial Advisor
Vazquez Wealth Management
Ocala, FL
Jorge Vazquez is the founder, owner and principal advisor of Vazquez Wealth Management in Ocala, Florida. He provides personalized financial guidance to individuals, families and business owners, focusing on retirement planning, business succession and tax-efficient investing and distribution strategies. He is a graduate of the University of Colorado Colorado Springs.
Wealth Management
John Harrison III
Managing Partner & Investment Advisor Rep.
Harrison Capital Management / Elevation Advisory Partners
Leawood, KS
John Harrison III is Managing Partner and an Investment Advisor Representative at Harrison Capital Management in Leawood, Kansas, and has served clients as a wealth advisor since 1999. He describes his practice as built on getting to know each client and a structured service model. His approach emphasizes diversification and making sure each client's cash flow meets their needs.
Retirement & Income
Len Strickler
Managing Partner
LSF Capital
Fort Lauderdale, FL
Len Strickler is Managing Partner and co-founder of LSF Capital, a retirement-focused financial services firm in Fort Lauderdale, Florida. He works with retirees and pre-retirees on retirement income and principal protection strategies using fixed indexed annuities and other insurance products. He co-hosts the educational radio and TV program "Let's Talk Safe Money" and is the author of "Way of the Financial Warrior."
Wealth Management
Stuart Chamberlin
ChFC®, CFS® — President
Chamberlin Financial Inc.
Boca Raton, FL
Stuart Chamberlin, ChFC®, CFS®, is President and founder of Chamberlin Financial Inc. in Boca Raton, Florida. He began his career in the financial industry in 1988 and established the firm in 2012. His work focuses on creating retirement income and helping clients preserve, manage and transfer their wealth.
Insurance & Risk
William R. "Bill" Slepcevich
ChFC, CLU — CEO & Founder
Slepcevich Financial Group
Naples, FL
Bill Slepcevich, ChFC, CLU, is the CEO and founder of Slepcevich Financial Group in Naples, Florida. He joined New York Life in 1974, later founded SFG in Indiana and moved the firm to Naples in 1995. His approach centers on educating clients about their options so they can make informed decisions.
Wealth Management
Jason Preti
CFP® — Founder & President
Unleashed Financial
Kirkland, WA
Jason Preti, CFP®, is the founder and president of Unleashed Financial, a fee-only registered investment adviser based in Kirkland, Washington. He has worked in financial services since 2007 and founded the firm in 2015. His practice works mainly with mid-career tech professionals, treating equity compensation, investment management and tax planning as one process, with quarterly reviews of vesting schedules, portfolio risk and progress toward financial independence.
Wealth Management
Jim Crider
CFP® — Founder & CEO
Intentional Living Financial Partners
New Braunfels, TX
Jim Crider, CFP®, is the founder and CEO of Intentional Living Financial Partners, a fee-only fiduciary financial planning firm in New Braunfels, Texas that serves clients nationwide. He works with individuals and families whose finances have several moving parts, such as multiple income sources, business interests, real estate or estate needs. His process begins with a client's values and a written Statement of Financial Purpose, which becomes a plan with specific action items. He hosts The Intentional Living Podcast.
Wealth Management
Byron L. Studdard
CFP®
Studdard Financial
Sarasota, FL
Byron L. Studdard, CFP®, is the founder and president of Studdard Financial, a fee-only fiduciary registered investment adviser with offices in Germantown, Tennessee and Sarasota, Florida. He has been licensed as a financial advisor since 1993, has held the CFP® certification since 1997 and founded the firm in 2003. He provides financial planning and investment management for individuals, families and business owners, built around each client's goals and values.