Al Procaccino is a Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, Five Star Wealth Manager and also a former 5 Star rated Morningstar Institutional Money Manager. Al has been active in the financial services industry since 1980, helping both individuals and corporations throughout the USA to plan, invest and manage their wealth. He is also a long-standing member of the National Society of Accountants and National Ethics Association. Mr. Procaccino is the President and Chief Compliance Officer of Castle Financial, a Registered Investment Advisory Firm filed with the SEC and he also holds FINRA licenses 5,7,63,65 and 24 (General Securities Principal).

Mr. Procaccino has conducted financial, retirement and estate planning seminars for the employees of Procter & Gamble, IBM, TRW, IFF, General Dynamics, Siemens Private Communications and many other large and small companies. His work for the NJ State Chamber of Commerce earned him an honorable mention in Who’s Who. He also served as a consultant on a Merv Griffin television production documenting the stock brokerage process on the New York Stock Exchange. In addition, Al guides family firms and small business owners with legacy planning on how to pass their family values along with other non-financial assets, as well as their money and other assets, to future family generations.

Prior to Castle Financial, Mr. Procaccino directed the Retirement Group at Cowen and Company as a Partner of the global firm. He was also Vice President and Branch Manager at Dean Witter Reynolds at 5 World Trade Center in New York City and was a Senior Vice President and the Retirement Group Strategist at Oppenheimer & Company. Al holds a Bachelor of Science degree in Business Administration with a concentration in Finance, an MBA degree in Finance, and is a graduate of the College for Financial Planning. His ongoing education includes business, financial, tax and estate planning courses at a number of accredited universities and institutions. Al enjoys meeting and helping people throughout the USA from Castle’s offices in NYC, Fair Haven, NJ and Naples, Florida and feel free to visit us at www.castlefinancial.com

We are a “fee only” financial advisory firm acting in our valued clients best interests at all times.

On a personal note: Al is happily married and has been blessed with two wonderful daughters. He loves his pets and enjoys music, reading, swimming, biking, cooking, college sports, golf, model railroading, chess, supports many charities and served on the Board of Room in Our Hearts, a nonprofit organization dedicated to helping families whose homes have been affected by crisis.

Hilliard & Herman Associates LLC

4495-304 Roosevelt Blvd Suite 215

Jacksonville FL, 32210

Office: (904) 373-1070

Cell: (904) 537-0837

http://www.hhassociates-llc.com/

Hilliard H. Wiggins III RFC is a Registered Financial Consultant a member of IARFC (International Association Registered Financial Consultants) with over 15 years of experience within the financial industry. After graduating with a B.S Biology/Chemistry from Tuskegee University he pursued graduate work in Biochemistry at UC Berkeley. Upon entering the financial sector, he immediately used his Methodical/Analytical approach toward science to finance. Growing up in the south and having older parents his natural market was Seniors. With that being said "Service" is a way of life. He currently is the managing partner of Hilliard & Herman Associates LLC a private insurance firm that specializes with Seniors and Small Businesses. The organizations he is affiliated with consists: NAPA (National Association of Professional Agents), NAIFA (National Association of Insurance and Financial Advisors) Alpha Chi Honor Society and Omega Psi Phi Fraternity. The firm focal point is Funeral- Legacy- Retirement Planning and will work diligently to achieve all goals. The firm have developed Strategic Educational Partnerships within the community to better prepare advisors to meet the needs of clients. Please attend one of our workshops within the community. We are welcome the opportunity to know your family and endeavors. 

.                         "Today's decision is tomorrow peace of Mind"

Robin S. Davis, Wealth Advisor, had been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Davis Wealth Management Group, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days. Because is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book “Who’s Sitting on Your Nest Egg? Why you need a Financial Advisor and ten Easy Tests for finding the Best One!” Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends. Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin folds FINRA series 7,6,22,24,26,63 and 65 industry licenses; as well as Life, Health and Variable Insurance licenses.

Carie Gratz, MBA, is a financial advisor an insurance specialist with Davis Wealth Management Group since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently holds FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses. Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from South University in 2012.

Kevin M. Smith, CLU, ChFC

KMS Wealth Management, Inc.

kevin@kmswm.com

407-923-8724 (mobile)

EXPERIENCE:

KMS Wealth Management:

Independent Financial Advisor specializing in managed money processes and retirement security for individuals and businesses. Long Term Care resource expert and past speaker at the FICPA state meeting on financial planning.

OMNI Resource Group:

Financial consultant specializing in business and professional consulting. Often including strategies for buy-sell funding for the purpose of assisting the senior partners transition their practice interests to the next generation of associates:  retirement plan benchmarking and design to help plans meet the new fiduciary and compliance standards required by the DOL: and;  income distribution and wealth accumulation strategies.  Also, founder of Operation Veterans Aid, an organization dedicated to assisting veterans and their families in the awareness and completion of the application for the Aid and Attendance Pension through the VA.

Thrailkill, Broussard & Smith, P.A., Vice President

Responsible for individual financial planning and education for public and private clients. The firm

educated and developed clients through a seminar system from 1995-2002. Named "Best New Group"

in 1997 by Successful Money Management Seminars, Inc., the nation's largest producer of financial

education materials. (April 1995-January 2003)

New England Mutual Life Insurance Company

In 1983, responsible for individual and group sales of insurance and investment products and

Involved in the sale and service of one the first 401(k) plans in the U.S. As sales manager in 1985,

responsibilities included recruiting, training, joint work, and managing a team of up to twelve

producers. Won New England's Agency Builder Award four consecutive years. The management

award recognized outstanding performance in new agent recruiting, agent retention, average agent

production, and total unit production growth. During the four years, agent retention was greater than

50%. Returned to personal production in 1990. (February 1983 - March 1995)

Mass Mutual Life Insurance Company

Began insurance career with Mass Mutual in November of 1980 in Winter Park, FL and was the

number four producer during the two and one half years with the agency.

EDUCATION:

Bachelor of Science in Business Administration, 1980, Florida State University, Tallahassee, FL

LICENSURE: Life, Health, Variable Annuity, Series 65

ACHIEVEMENTS/RECOGNITIONS:

Multiple Qualifier of MDRT and Court of the Table Qualifier.

Speaker at various industry, service, and charitable

organizations including Florida Special Olympics on financial and estate planning issues for families

with special needs children and the Florida Methodist Pastors' Conferences assisting those in the

ministry with financial and retirement issues, The FICPA annual meeting on Financial Planning on the topic of Long Term Care.  Past Chair of Peggy and Phillip Crosby YMCA, Board Member of Warriors on the Green an organization dedicated to the rehab of wounded veterans through the activity of golf,  Board Member of Lydia House.

PERSONAL:

Married to Beth since 1982 and the father of two children; Bennett, a recent graduate and two-time golf and Academic All-American at Dallas Baptist University and Ellen a junior at UCF.  Kevin has been a member of the business community in Central Florida since 1980.

Tony Pruitt has over 25 years of wealth

management and financial planning experience

and is the Founder and Senior Wealth Advisor at

Pruitt Wealth. Over the years, Tony has

developed a process that puts all the pieces of

the financial puzzle together as life unfolds and

needs evolve. By staying true to an enlightened

philosophy centered on helping clients work

towards financial independence, Tony uses a

personalized planning strategy that is designed

to help steer his clients towards a work-optional

lifestyle. Along the way, ultimately, he wants to

help his clients slow life down, restore liberation

and order and ensure they are enjoying the fruits

of their work ethic and sense of purpose.

Previously he served as Senior Vice President

and Investment Officer within Private Wealth

Management for Wells Fargo Advisors, and Vice

President within Private Wealth Management

with Deutsche Bank. Tony holds the

professional designation of AAMS and is a

member of the Financial Planning Association.

Kristin Kalley, CPA, CFF
Nelson Financial Planning
423 Country Club Drive,
Winter Park, FL 32789
407-629-6477

Kristin Kalley is a Financial Planner and a Tax Accountant with Nelson Financial Planning, Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).

Kristin holds a Series 7 Securities License with FINRA as a General Securities Representative and a Certified Public Accountant (CPA) license with the Florida Board of Accountancy. Kristin is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of CPAs (FICPA).

Prior to joining NFP, Kristin worked as a public accountant at RSM US LLP. Kristin primarily prepared tax returns for pass-through entities and high net worth individuals, with a focus on the real estate industry.

Kristin earned her Master's in Accounting, concentration in Taxation, from the University of Florida. Kristin graduated Magna Cum Laude from the University of Central Florida earning a Bachelor of Science in Accounting and Finance with a minor in Political Science.

My goal in starting my own firm has always been to help clients achieve their life goals.  I understand all too well that your precious capital is an important component to achieving your goals in life.  I started my firm because it allows me to focus solely on taking care of clients.  There are no other agenda items based on the firm I work for.  I work for my clients. You can learn more about me at www.romeroinvestment.com  

Kevin M. Krieg

wealth Advisor

 904-824-8147

 904-8246066

 KKRIEG@NEXTFINCANCIAL.COM

Kevin brings over 13 years of experience as a licensed and trusted advisor to his clients. Kevin has a very robust understanding of the financial markets, and the vehicles to help achieve a vision while overcoming the obstacle in the way.  His process driven belief is how he establishes long-term relationships to help his clients see their true vision.  His areas of expertise include retirement planning, distribution planning, estate planning, and tax efficiency planning.  He strongly believes that the distribution phase and the years leading up to it take a particular focus and expertise to accomplish the vision set out. He is very passionate about the families and businesses he serves and goals they rely on him to accomplish.  Kevin has two boys Hudson and Harrison that are age 6 and 4, and enjoys spending his time with them.

Garret Fields is a Certified Financial Fiduciary and is committed to maintaining the highest level of ethical standards in the financial industry. At Nelson Financial Planning he works as a financial planner specializing in helping people understand their cash flow in order to save for retirement. Mr. Fields holds a Series 7 license with FINRA and is also a Registered Representative with Nelson Ivest Brokerage Service.

Prior to joining the firm in 2017, Mr. Fields received his B.S. in Finance from the College of Business at the University of Central Florida.

Mr. Fields is active in the community and is a graduate of the Leadership Winter Park program. This program helps bring awareness and solutions to current issues in our community. He is also a member of the Orlando Young Professionals, which focuses on leadership development.

In his spare time, Mr. Fields loves spending time traveling with his family and friends and has a passion for aviation. He is a member of Aircraft Owners and Pilots Association and earned his private pilot license at the age of 18.  He has been an avid aviator ever since!