Our advisors

Mark E Marandino

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark E Marandino Visit Mark E Marandino's website

Deanna Hartwell

MBA, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Deanna Hartwell Visit Deanna Hartwell's website


Our team

Maria Fernandez, BFA ™

Maria Fernandez, BFA ™

Client Service Manager

Qualifications

  • Bachelor's of Science in Business Administration, 2021 Florida International University
View more
Sophia Cespedes

Sophia Cespedes

Executive Assistant

Tyler Manner

Tyler Manner

Administrative Assistant

Qualifications

  • Bachelor's of Art in Economics, 2022 Florida International University.

View more
Adrienne Ho

Adrienne Ho

Financial Planning Specialist

Qualifications

  • Master of Business Administration, 2006 Nova Southeastern University
View more