James Lloyd

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.

Matthew Hinkle is a CFP® affiliated with Hinkle Financial Services LLC and has been in the financial industry since 2022. He is also a partner at Hinkle, Rhine & Root LLC, an accounting firm. Hinkle Financial Services LLC provides referral and advisory services by connecting clients with third-party money managers and offering comprehensive financial planning and hourly consultations. The firm focuses on selecting external advisers rather than managing client portfolios directly and maintains an affiliation with an accounting practice that may provide additional services to clients.

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Sean Leder is the principal of TSL Investment Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed Leder Holdings, LLC since 2011 and Leder Realty & Management, Inc. since 1995, where he serves as president and director, providing real estate advice and management services. Through these entities, he also manages privately held real estate investments and related management activities. TSL Investment Management offers discretionary portfolio management and investment supervisory services to individual, high-net-worth, and certain corporate clients. The firm emphasizes fundamental analysis and customizes asset allocation based on client risk tolerance, tax situation, and time horizon, including private real estate projects managed through affiliated brokerage and management entities.