SFG Wealth Advisors, LLC

Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.

Emily Kelly is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL, holding a Series 65 designation with six years of industry experience. She has been with SFG Wealth Advisors since 2020 and is also involved with Snyder Financial Group LLC as a Client Services Coordinator. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, as well as trusts, estates, and small-business retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory, utilizing a cash flow–based planning process and diversified investment strategies focused on downside risk and consistency.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2024. He also serves in the US Army, where he has been active since 2004. SFG Wealth Advisors works with individuals, families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management, financial planning, retirement-plan advisory, and insurance product recommendations. The firm uses a cash flow–based financial planning approach and diversified investment strategies focused on managing downside risk and consistency over time.

Daniel Bader is a CFA® charterholder with nine years of experience in financial advisory. He has worked at SFG Wealth Advisors, LLC since 2020 and has held analyst roles at The Strategic Financial Alliance, Inc. and Snyder Financial Group since 2015. His responsibilities include investment research, portfolio construction, and performance tracking. SFG Wealth Advisors serves individuals and families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach emphasizes cash flow–based planning and diversified strategies focused on downside risk and consistent returns, supported by manager screening and returns-based style analysis.