As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach. His extensive knowledge

As Director of Business Development for LSIA Wealth, Craig Schneider helps individuals and families build and protect their wealth. By combining his 28 years of experience in the financial industry

For more than 30 years, Scott Montgomery has been advising ultra-affluent families, industry leaders and entrepreneurs on all aspects of wealth management, including estate planning, asset allocation, business succession and

Matthew J. Dernis is a Certified Financial Planner who is passionate about helping executives and business owners with a meaningful and efficient approach to pursue their financial goals. In addition,

Julio Roque is a senior-level bank executive who leverages over 34 years of experience in financial planning, investment management, custom lending and banking background to lead a dedicated team of

Eric S. Glasband feels there is nothing better than the satisfaction of building long-term relationships with clients and helping them achieve their financial goals through customized investment strategies and personalized

Danny Castro is the office managing partner for BDO’s Miami and Fort Lauderdale Tax practices leading over 190 professionals. His wife, father and brother are all CPAs and he is