Andrew Ames

Bradley Carlton is a financial advisor at Silver King Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates a fishing charter business in Arcadia, Florida. Silver King Asset Management is an independent firm serving individuals and high-net-worth clients with discretionary asset management. The firm employs multiple methods of analysis and a range of investment strategies, providing quarterly account reviews that include rebalancing and tax-loss harvesting.

Eugene Heitman II is a CFP®-credentialed financial advisor with 26 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and CPA Financial Advisor, Inc., where he is also the owner of an accounting and tax preparation business. He serves as a board member of Arcadia Abstract and Title. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Michael Cryan is a CFP® with 33 years of industry experience, currently affiliated with Cetera. He previously worked for over three decades at Avantax in various capacities and operates his own accounting and bookkeeping practice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.