Certified Advisory Corp

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Christopher Toadvine is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Certified Advisory Corp, where he has worked since 2019. His prior experience includes roles at Edelman Financial Services, Sanders Morris Harris, and Triad Advisors, among others. He serves as a board member of the Financial Planning Association of Central Florida, providing pro-bono financial advice through their annual call-in event. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and corporate plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Certified Insurance Corp, and Transam Securities, Inc. He assists in servicing another representative’s book of business at Certified Advisory Corp. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s approach combines individualized, goal-driven portfolio construction with plan-level consulting, participant education, and regular independent reporting.

Deivanayak Balakrishnan is a CFP® and Series 66-registered advisor with Certified Advisory Corp, bringing four years of industry experience. He previously worked at Siemens Energy Inc for 20 years and has held roles at Fortune Financial Services and Certified Insurance Corp. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, and employer-sponsored plans. The firm offers personalized, goal-driven investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms and comprehensive plan-level consulting.

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory options and detailed plan-level consulting.

Adam Jones is a Certified Financial Planner® with 12 years of industry experience. He is currently affiliated with Certified Advisory Corp and has worked with several firms, including Fortune Financial Services and Pinnacle Insurance & Financial Services. Outside of his advisory roles, he has been involved with the University Athletic Association since 2010. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques and emphasizing plan-level consulting and client communications.

Joseph Bert is a CFP® certificant with 49 years of experience in financial advisory services. He has been with Certified Advisory Corp since 1991, holding multiple roles over the years, and also worked with Certified Financial Group, Inc. and Certified Insurance Corp. Joseph is based in Altamonte Springs, FL. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms and detailed plan-level consulting.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Rupert Curry is a CFP® with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, National Asset Management, and Charles Schwab & Co., Inc. He is also the manager of Curry Investment Management, LLC, a business organization based in Orlando, FL. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic client reporting.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.