Cogent Private Wealth

Lanita Wheetley is a CFP® professional with 10 years of industry experience, currently serving at Cogent Private Wealth in Orlando, FL. Her prior roles include positions at Morgan Stanley, Bankers Life, Bank of America, and Merrill Lynch. Cogent Private Wealth provides fee-only investment advisory services focused on financial planning, discretionary portfolio management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm builds customized, goals-based portfolios primarily using institutional mutual funds and ETFs, with additional strategies for tax efficiency and risk management.

Kevin Mayo is a financial advisor at Cogent Private Wealth with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CNL Financial Group for 10 years. In addition to his advisory role, Mayo serves as Vice President of Financial Reporting at Cogent Bank. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, managing customized, goals-based portfolios that utilize institutional mutual funds, ETFs, and individual equities for tax efficiency.

Bradley Lacore is a financial advisor at Cogent Private Wealth with 12 years of industry experience. He holds the CFP® designation and Series 65 license. His prior roles include positions at Pathstone, Eaton Vance WaterOak Advisors, and Water Oak Advisors. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, offering customized, long-term allocation portfolios that combine institutional funds with individual equities for tax efficiency.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent Private Wealth, he worked at Charles Schwab & Co., Inc and Smart Wealth, among other roles. Outside of finance, he has experience operating an auto detailing business. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, offering customized, goals-based portfolios that incorporate institutional mutual funds, ETFs, and individual equities for tax efficiency.

Daniel Quartararo is a financial advisor at Cogent Private Wealth with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Zenith Advisory Group, and Raymond James. Quartararo is also a licensed insurance agent. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm specializes in financial planning, discretionary portfolio management, and retirement plan consulting, building customized, goals-based portfolios using institutional mutual funds, ETFs, and individual equities.