Compass Financial Advisory Services, LLC

Bruce Boyle is a financial advisor with Compass Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. He has worked at Compass Financial Advisory Services since 2022 and previously spent over two decades at Summit Brokerage Services, Inc. and Compass Financial Management Group, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, with a focus on current and former employees of Publix Super Markets, Inc. The firm offers financial planning and fee-based portfolio management centered on retirement, utilizing a segmented investment approach that balances income and growth through mutual funds, ETFs, and select individual securities.

Tara Sanders is a CFP® professional with 31 years of industry experience, currently serving at Compass Financial Advisory Services, LLC since 2022. Her prior experience includes roles at Brokers International Financial Services, LLC and Questar Asset Management. She is an advisory board member for Tarkenton Financial and serves on the fundraising board for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc., providing financial planning and fee-based portfolio management focused on retirement. The firm manages assets using a segmented income and growth strategy, operates its own open-architecture wrap fee program, and integrates insurance products through licensed representatives.

Madeleine Hubbard is a financial advisor at Compass Financial Advisory Services, LLC. She holds a Series 65 designation and has been with Compass since 2024. Her prior experience includes roles in healthcare, manufacturing, and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management with an emphasis on retirement, utilizing an asset allocation strategy that segments assets into income and growth buckets.

Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at 51 Site Services, Inc. and The Mower Depot Inc. Additionally, she provides signature notarization services in an individual capacity. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc., offering financial planning and fee-based portfolio management focused on retirement. The firm manages accounts on both discretionary and non-discretionary bases and operates its own open-architecture wrap fee program, combining asset allocation and fundamental analysis to tailor portfolios.

Lauren Tanksley is a CFP® professional with 13 years of industry experience, currently serving at Compass Financial Advisory Services, LLC. She has held roles at several firms including Brokers International Financial Services and Woodbury Financial Services. Outside of her advisory work, she acts as a divorce consultant, assisting divorcing couples by organizing financial documents and creating marital balance sheets and post-divorce budgets. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, particularly current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, utilizing a segmented investment approach that combines income and growth strategies with fundamental analysis and asset allocation across mutual funds, ETFs, and select individual securities.

John Cecere is a financial advisor with Compass Financial Advisory Services, LLC in Ormond Beach, FL. He holds a Series 65 designation and has two years of industry experience. He has been with Compass Financial Advisory Services since 2024 and has been associated with Compass Financial Management Group since 2015. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, employing an investment approach that segments assets into income and growth buckets and manages a proprietary open-architecture wrap fee program.

Patrick Tuite is a financial advisor at Compass Financial Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Glasgow & Associates, LLC, United Brokerage Services Inc, and the Prudential Insurance Company of America. Outside of his advisory role, he is the managing member of MAMB, LLC, a holding company involved in compensation and expense management. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, particularly current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, operating its own open-architecture wrap fee program and emphasizing asset allocation strategies that separate income and growth components.