Our Orlando Team

Wealth Advisors

Scott E. Cadwell

CFP®, CPA
Partner & Wealth Advisor

Operations

Sophie and Molly Cadwell

Chief Comfort Officers

Amy Cadwell

Business Development Officer

Christian Campbell

Relationship Manager

Zach DeLisi

Relationship Manager

Kristen Rainone

Director of Operations

Mandy Sumner

Director of First Impressions

Investments

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.

Advanced Solutions Team

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching and Director, Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Director of Wealth and Estate Planning

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

Planner