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Built to Support People and the Professionals Who Serve ThemBuilt to Support People and the Professionals Who Serve Them
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Departments

Executive Team
Private Client Group
Management Team
Brokerage Team
Planning Solutions Group
Special Care Planners
Coastal Consulting Team
Recruiting

Executive Team

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Jeremy M. Straub

Founder | CEO
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Harris S Fishman, CLU, ChFC

Chairman
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Luis (Wicho) Hernandez

Partner
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Erin Sloss

Chief of Staff
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Jason E. Heller

Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
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Roy Perez

Executive Vice President | Head of Coastal Consulting, a Division of Coastal Wealth
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S Roger Dominey, CLU, ChFC, CFP

Executive Vice President, North Region
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James Bonilla

Executive Vice President, South Region
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Suzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA

Vice President of Underwriting & New Business

Management Team

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Grace Staten, FSCP®

Chief Communications Officer
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Neil E. Weiss

VP COASTAL WEALTH CONSULTING
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Jim Winstel, CLU, RICP, CLTC

Managing Partner
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Jason Auricchio

MANAGING DIRECTOR
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Lester Hamrick

Managing Partner
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Elliot Barry

Vice President of New Advisor Development
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Noah Kahn

Vice President of New Advisor Development

PLANNING SOLUTIONS GROUP

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Jason E. Heller

Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
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Reed Willett

Vice President – Planning Solutions Group, a Division of Coastal Wealth
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Sam Eppy, CPFA

Head of Financial Planning
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Dave Leali

Head of Financial Planning
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Michele Friedlander, RHU, REBC

DI/LTC Specialist
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Marcia Dryjowicz, CLU, ChFC®

Life Specialist
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Ryan Solle

Director of Advanced Markets
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Nick Tranghese

Life & Annuity Specialist
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Anh Nguyen, CFA®, CFP®, MBA

Investment Director | Financial Planning | Investment Advisor Representative

COASTAL CONSULTING

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Roy Perez

Executive Vice President | Head of Coastal Consulting, a Division of Coastal Wealth
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Neil E. Weiss

VP COASTAL WEALTH CONSULTING
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Jim Winstel, CLU, RICP, CLTC

Managing Partner
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Jason Auricchio

MANAGING DIRECTOR
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RJ Miles

Practice Management Consultant
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Chantal Cox

Chief of Staff
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Carlos Hernandez

Practice Management Consultant
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Andre Bell

Practice Management Consultant

Private Client Group

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Jason E. Heller

Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
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Reed Willett

Vice President – Planning Solutions Group, a Division of Coastal Wealth
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Ryan Solle

Director of Advanced Markets
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Anh Nguyen, CFA®, CFP®, MBA

Investment Director | Financial Planning | Investment Advisor Representative
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Chad Tourin, JD, CPA**

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
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Alejandro Mendieta

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

Brokerage Team

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Michele Friedlander, RHU, REBC

DI/LTC Specialist
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Ryan Solle

Director of Advanced Markets
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John B. Hitchcock

Head of Brokerage
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Angela Duncan

Brokerage Director
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Lawrence Holzberg

Brokerage Director
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Kevin Butler

Financial Services Representative

Special Care Planers

Dexter Baker
Tallahassee, FL
(850) 320-6245
Robert Devine
robertdevine@financialguide.com
Jacksonville, FL
(904) 997-2330
Joseph Eppy
joe@levantiwealth.com
Ft. Lauderdale, FL
(954) 271-7888
Craig Eppy
Ft. Lauderdale, FL
(954) 271-7888
Adam Fenster
Fort Lauderdale, FL
(954) 873-6336
Hiram Hernandez
Miami, FL
(786) 525-4272
Harlan Singer
Fort Lauderdale, FL
(954) 689-9448
Michael Sousou
Orange Park, FL
(904) 621-0445
Veronica Strauss
Fort Lauderdale, FL
(954) 689-9528
Veikko Vasara
Port Richey, FL
(727) 378-8569

Advisors

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Rachel Zamora

EXECUTIVE ASSISTANT TO HARRIS S. FISHMAN, CHAIRMAN
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Maria Bueno

Executive Assistant to Jeremy Straub
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Kevin Baranello

Financial Services Professional
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Alicia Figueroa

Financial Advisor
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BRANDON W KUHN CFP®, RFC®

Financial Advisor
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Brian A. Madrigal AAMS®

Investment Advisor Represenative
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Dr. Carmen M. Castro, D.B.A.

Financial Services Professional
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Christopher Nicholas Lee

Investment Advisor Representative
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Christopher Pitera

Financial Planner, Investment Advisor Representative
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Christopher G. Price

Financial Planner, Investment Advisor Representative
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DAN TASCIOTTI CFP®, CLU®, ChFC® ,MBA

Financial Advisor
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Daniel A. Henley, CFP

Financial Planner
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DAVID HUGH ROOT

Financial Services Executive
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Danielle Waton

Financial Services Professional
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Diana Kokhan, CFP®, ChFC®

Certified Financial Planner
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Edward Weil

Financial Services Representative
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Gabriel Bustamante, CFP®

Financial Planner
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George D. Avant Jr. CHFC®, CLU®, CLTC

Financial Services Professional
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Harlan M. Singer, LUTCF CLTC

Financial Services Professional
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Henry Daniel Hernandez

Financial Advisor, Investment Advisor Representative
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JAMES M PARSONS

Investment Advisor Representative
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Jared Morgenstern

Financial Planner
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Jason Applebaum

Financial Services Representative
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Jennifer Butler

Financial Services Representative
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Jesus Zamora

Financial Services Professional
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Justin R. Massey

Financial Planner
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Kenna LaPiana

Recruiting Specialist
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Kristina Bergman

Financial Planner & Investment Advisor Representative
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Kyle Odister, MBA

Insurance Professional
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Laurie E. Madenfort, CLTC, CPFA

Investment Advisor Representative/ Financial Planner
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Melita Campbell CLU®, ChFC®, CEBS®

Investment Advisor Representative
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MICHAEL J SOUSOU CLU®, ChFC®, LUTCF®, CRPS®

Financial Advisor
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Rogero Wealth Planning

St. Augustine Office
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Philip D. Rogero FSCP®, CRPS®

Financial Planner
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Richard Sterling Price, FSCP (Rick)

Financial Planner, Investment Advisor Representative
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Robert Devine CFP®

Financial Planner
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Steven Karlik, CLU, CHFC®

Investment Advisor Representative, Financial Services Representative
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Teresa Moulton

MMLIS New Business Specialist/ Financial Planning Analyst
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Veikko A "Andy" Vasara, CLU, ChFC

Financial Planner, Investment Advisor Representative
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Veronica L. Strauss, ChSNC™, CLU®, CFBS, CLTC

Special Care Planner
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ZACHARY MANN

Investment Advisor Representative
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Eugene Rodriguez, CFP

Financial Planner Investment Advisor Represenative
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Craig A. Grayson

Financial Services Representative
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Richard M. Cieslik III

Financial Services Representative
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James Byrnes

Investment Advisor Representative
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Erik Skar

Financial Services Representative
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Frank P. Yurek

Financial Planner
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Thomas Bell

Financial Services Representative
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T.C. Madison III, FSCP

Financial Advisor and Registered Representative
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Arjun Bhandari

Financial Services Professional
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Henry A. Echeverria

Financial Services Executive
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Gabe Gould

Financial Services Representative
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Daniel J. Corredor

Wealth Management Advisor
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Robin Sanders

Financial Representative
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Samuel Katz

Financial Services Executive
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Will McIntosh

Financial Services Professional
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Samantha Saundry

Comprehensive Financial Strategist
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Mari Delgado, CFP®

Private Wealth Advisor
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Ryan Glynn

Financial Planner
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Ashley Glynn

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Diane Everhart

Led by Operators. Not
Bureaucrats.

Diane Everhart

Ashley Glynn

Ryan Glynn

Financial Planner

Mari Delgado, CFP®

Private Wealth Advisor

Stephanie Mualim

Head of Advisor Recruiting

Kristin Abrams

Chief of Staff of the North

Susannah Willett

Chief of Staff of the South

Shan Robison

Recruiter

Samantha Saundry

Comprehensive Financial Strategist

Will McIntosh

Financial Services Professional

Samuel Katz

Financial Services Executive

Robin Sanders

Financial Representative

Daniel J. Corredor

Wealth Management Advisor

Gabe Gould

Financial Services Representative

Henry A. Echeverria

Financial Services Executive

Arjun Bhandari

Financial Services Professional

T.C. Madison III, FSCP

Financial Advisor and Registered Representative

Thomas Bell

Financial Services Representative

Frank P. Yurek

Financial Planner

Erik Skar

Financial Services Representative

James Byrnes

Investment Advisor Representative

Richard M. Cieslik III

Financial Services Representative

Craig A. Grayson

Financial Services Representative

Eugene Rodriguez, CFP

Financial Planner Investment Advisor Represenative

ZACHARY MANN

Investment Advisor Representative

Veronica L. Strauss, ChSNC™, CLU®, CFBS, CLTC

Special Care Planner

Veikko A "Andy" Vasara, CLU, ChFC

Financial Planner, Investment Advisor Representative

Teresa Moulton

MMLIS New Business Specialist/ Financial Planning Analyst

Steven Karlik, CLU, CHFC®

Investment Advisor Representative, Financial Services Representative

Robert Devine CFP®

Financial Planner

Richard Sterling Price, FSCP (Rick)

Financial Planner, Investment Advisor Representative

Philip D. Rogero FSCP®, CRPS®

Financial Planner

Rogero Wealth Planning

St. Augustine Office

MICHAEL J SOUSOU CLU®, ChFC®, LUTCF®, CRPS®

Financial Advisor

Melita Campbell CLU®, ChFC®, CEBS®

Investment Advisor Representative

Laurie E. Madenfort, CLTC, CPFA

Investment Advisor Representative/ Financial Planner

Kyle Odister, MBA

Insurance Professional

Kristina Bergman

Financial Planner & Investment Advisor Representative

Kenna LaPiana

Recruiting Specialist

Justin R. Massey

Financial Planner

Jesus Zamora

Financial Services Professional

Jennifer Butler

Financial Services Representative

Jason Applebaum

Financial Services Representative

Jared Morgenstern

Financial Planner

JAMES M PARSONS

Investment Advisor Representative

Henry Daniel Hernandez

Financial Advisor, Investment Advisor Representative

Harlan M. Singer, LUTCF CLTC

Financial Services Professional

George D. Avant Jr. CHFC®, CLU®, CLTC

Financial Services Professional

Gabriel Bustamante, CFP®

Financial Planner

Edward Weil

Financial Services Representative

Diana Kokhan, CFP®, ChFC®

Certified Financial Planner

Danielle Waton

Financial Services Professional

DAVID HUGH ROOT

Financial Services Executive

Danielle Tumulty

Recruiting Director

Daniel A. Henley, CFP

Financial Planner

DAN TASCIOTTI CFP®, CLU®, ChFC® ,MBA

Financial Advisor

Christopher G. Price

Financial Planner, Investment Advisor Representative

Christopher Pitera

Financial Planner, Investment Advisor Representative

Christopher Nicholas Lee

Investment Advisor Representative

Dr. Carmen M. Castro, D.B.A.

Financial Services Professional

Brian A. Madrigal AAMS®

Investment Advisor Represenative

BRANDON W KUHN CFP®, RFC®

Financial Advisor

Alicia Figueroa

Financial Advisor

Kevin Baranello

Financial Services Professional

Maria Bueno

Executive Assistant to Jeremy Straub

Rachel Zamora

EXECUTIVE ASSISTANT TO HARRIS S. FISHMAN, CHAIRMAN

Kevin Butler

Brokerage Group

Financial Services Representative

Lawrence Holzberg

Brokerage Group

Brokerage Director

Angela Duncan

Brokerage Group

Brokerage Director

John B. Hitchcock

Brokerage Team

Head of Brokerage

Alejandro Mendieta

Private Client Group

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

Chad Tourin, JD, CPA**

Private Client Goup

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

Andre Bell

Coastal Consulting

Practice Management Consultant

Carlos Hernandez

Coastal Consulting

Practice Management Consultant

Chantal Cox

Coastal Consulting

Chief of Staff

RJ Miles

Coastal Consulting

Practice Management Consultant

Anh Nguyen, CFA®, CFP®, MBA

Planning Solutions Group

Investment Director | Financial Planning | Investment Advisor Representative

Nick Tranghese

Planning Solutions Group

Life & Annuity Specialist

Ryan Solle

Planning Solutions Group | Private Client Group

Director of Advanced Markets

Marcia Dryjowicz, CLU, ChFC®

Planning Solutions Group

Life Specialist

Michele Friedlander, RHU, REBC

Planning Solutions Group

DI/LTC Specialist

Dave Leali

Planning Solutions

Head of Financial Planning

Sam Eppy, CPFA

Planning Solutions Group

Head of Financial Planning

Reed Willett

Planning Solutions Group

Vice President – Planning Solutions Group, a Division of Coastal Wealth

Noah Kahn

Management

Vice President of New Advisor Development

Elliot Barry

Management

Vice President of New Advisor Development

Lester Hamrick

Management

Managing Partner

Jason Auricchio

Management

MANAGING DIRECTOR

Jim Winstel, CLU, RICP, CLTC

Management

Managing Partner

Neil E. Weiss

Management

VP COASTAL WEALTH CONSULTING

Grace Staten, FSCP®

Management

Chief Communications Officer

Suzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA

Executive Leadership

Vice President of Underwriting & New Business

James Bonilla

Executive Leadership

Executive Vice President, South Region

S Roger Dominey, CLU, ChFC, CFP

Executive Leadership

Executive Vice President, North Region

Roy Perez

Executive Leadership

Executive Vice President | Head of Coastal Consulting, a Division of Coastal Wealth

Jason E. Heller

Executive Leadership

Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth

Erin Sloss

Executive Leadership

Chief of Staff

Luis (Wicho) Hernandez

Executive Leadership

Partner

Harris S Fishman, CLU, ChFC

Executive Leadership

Chairman

Jeremy M. Straub

Executive Leasership

Founder | CEO

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Discover financial excellence with Coastal Wealth – where integrity meets innovation. Our dedicated team is committed to providing personalized solutions that empower you on your unique financial journey. Trust in our expertise, transparency, and unwavering commitment to your success. Contact us today and let Coastal Wealth be your partner in achieving financial well-being.

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