2026 Recruits
GINSBURG PRIVATE WEALTH
Keith Ginsburg, Managing Director, Financial Advisor
Karla Avecillas, Account Executive
Miami, FL | Previously with Raymond James
2025 Recruits
WEST HAVEN PRIVATE WEALTH
James (Jim) Winkler, Senior Vice President / Wealth Management, Financial Advisor
Lauren Johnson Housh, Senior Vice President / Wealth Management, Financial Advisor
Dallas, TX | Previously associated with RBC
Patricia Selin, Executive Vice President / Wealth Management, Financial Advisor
INTEGRITY WEALTH ADVISORY
Raymond Sardiña, Senior Vice President / Wealth Management, Financial Advisor
Susan Rutrough, First Vice President / Wealth Management, Financial Advisor
Coral Gables, FL | Previously associated with Raymond James
Joseph A. Pardi, First Vice President/Wealth Management, Financial Advisor
Boca Raton, FL | Previously associated with Wells Fargo
2024 Recruits
THE GOLDMAN GROUP
Rodger Goldman, Executive Vice President/Wealth Management, Financial Advisor
Ponte Vedra, FL | Previously associated with Wells Fargo
Michael Acampora, Senior Vice President/Wealth Management, Financial Advisor
Ponte Vedra, FL | Previously associated with D.A. Davidson
2023 Recruits
DECKER, HARTH, & SWAVELY
Jonathan Decker, Senior Vice President/Wealth Management, Branch Manager
St. Petersburg, FL | Previously associated with Merrill Lynch
Helen Bueno, Vice President/Wealth Management, Account Executive
Miami, FL | Previously associated with Ameriprise
2022 Recruits
SOUND WEALTH MANAGEMENT GROUP
Gary Vescio, Executive Vice President/Wealth Management, Financial Advisor
Brandon Levine, Vice President/Wealth Management, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Kevin Munoz, Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Raymond James
2021 Recruits
OHLMAN WEALTH ADVISORY GROUP
Michael Ohlman, Senior Vice President/Wealth Management, Financial Advisor
Regina Ohlman, First Vice President/Wealth Management, Financial Advisor
Sarasota, FL | Previously associated with Raymond James
GRAVES TIDWELL WEALTH ADVISORY GROUP
Jeffrey Tidwell, Executive Vice President/Wealth Management, Financial Advisor
Michael Graves, Senior Vice President/Wealth Management, Financial Advisor
Ponte Vedra Beach, FL | Previously associated with Wells Fargo Advisors
Philip Blumel, Executive Vice President/Wealth Management, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Bill Simpson, Vice President/Investments, Financial Advisor
Stuart, FL | Previously associated with Morgan Stanley
2020 Recruits
THE STACKS RAISMAN GROUP
Michael Stacks, Executive Vice President/Wealth Management, Financial Advisor
Amy Raisman, Vice President/Wealth Management, Financial Advisor
Fort Lauderdale, FL | Previously associated with BB&T Scott and Stringfellow
YOUNG WEALTH MANAGEMENT GROUP
Rocky Young, First Vice President/Wealth Management, Financial Advisor
Dustin Young, Vice President/Wealth Management, Financial Advisor
Ronnie Heller, Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Ameriprise
CROSSROADS WEALTH PLANNING GROUP
Greg Young, Executive Vice President/Wealth Management, Financial Advisor
Jeff Sellers, Executive Vice President/Wealth Management, Financial Advisor
Jack Gary, Senior Vice President/Wealth Management, Financial Advisor
Brian Gary, Financial Advisor
Beth Young, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Todd Bernstein, First Vice President/Wealth Management, Financial Advisor
Ponte Vedra Beach, FL | Previously associated with BB&T Scott and Stringfellow
Abraham Horowitz, First Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Morgan Stanley
