Allegiance Financial Advisors, Inc.

Tammara Toton is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding a Series 65 designation and bringing 23 years of industry experience. She has worked at Allegiance Financial Advisors since 2015 and was previously with Signator Investors, Inc. from 2000 to 2018. Toton serves as Chief Compliance Officer at Allegiance Financial Advisors, overseeing compliance and operational duties. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, with regular client suitability reviews and a focus on model-level investment decisions.

Brenda Barrett is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior work includes roles at Osaic Wealth, Inc. and Jhfn Sii. She also maintains involvement as an insurance broker through DELLA PORTA AGENCY, LLC. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily on a non-discretionary basis using model asset-allocation portfolios and serves approximately 309 clients.

Michael Della Porta is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Signator Investors, Inc. In addition to his advisory role, he is active as an insurance broker through his own entities. Allegiance Financial Advisors, Inc. provides investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm’s six-advisor team manages approximately $154 million, utilizing model asset-allocation portfolios and non-discretionary account supervision.

Erik Brooks is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding Series 65 and Series 66 licenses with 39 years of industry experience. His prior roles include positions at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, where he worked for over three decades. Brooks serves on the Board of Directors at Williston Central Christian Academy and is a member of the Leadership Council for the Church of God in Williston, FL. Allegiance Financial Advisors, Inc. is a six-advisor firm providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily on a non-discretionary basis using model asset-allocation portfolios and maintains regular client contact through quarterly suitability reviews.

Joseph Maltese is a CFP® with 30 years of industry experience, currently serving as an advisor at Allegiance Financial Advisors, Inc. since 2007. His prior experience includes roles at Signator Investors, Inc. and ownership of Joseph J. Maltese Financial Services, LLC. Outside of financial advising, he is the Commander of the Sons of the American Legion, a veterans nonprofit, where he organizes educational programs and veteran support events. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, contacting clients quarterly for suitability reviews while allowing client control over securities and transactions.

Christopher Oshea is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Signator Investors, Inc. and OSAIC. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, with regular client suitability reviews and a focus on mutual fund allocations.

Alfred Dellaporta is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at Allegiance Financial Advisors since 2001 and Royal Alliance Associates since 2018, with prior experience at Signator Investors. Dellaporta owns and manages several related businesses, including a health insurance brokerage and an insurance agency. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis and emphasizes regular client reviews and approval of transactions.