Uhler Vertich White Advisors

John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.

Jennifer Brown is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC for 13 years before joining Raymond James Financial Services and Uhler Vertich White Advisors in 2025. Outside of finance, she owns Peace Pose Yoga LLC, where she teaches online yoga classes and sells jewelry. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across around 300 client relationships, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research and experienced fund managers.

Anthony White is a CFP® and ChFC® with 37 years of experience in financial advising. He is currently with Uhler Vertich White Advisors and has prior experience at Scott White Advisors, LLC, which he owned until its sale in 2023, and Raymond James Financial Services, Inc. He also sells long-term care insurance, non-variable life insurance, and non-variable annuities through Uhler Vertich White Advisors. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily composed of mutual funds, and provides comprehensive financial planning and ongoing portfolio management.

James Vertich is a CFP® with 36 years of experience in the financial services industry. He is currently with Uhler Vertich White Advisors, where he has worked since 2023, and has been affiliated with Raymond James Financial Services since 1993. He serves as President and is a board member of the Southwest Florida Symphony Endowment Foundation, participating in the foundation’s investment committee. Uhler Vertich White Advisors is a registered investment adviser managing approximately $467 million for about 300 clients, including individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm employs diversified, asset-allocated portfolios primarily constructed with mutual funds and utilizes third-party research and experienced fund managers to guide investment decisions.

Shane Carrier is a CFP® with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. He has worked at several firms including Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors is a registered investment adviser managing approximately $467 million for around 300 client relationships. The firm serves individuals, corporate pension and profit-sharing plans, and charitable institutions through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily using mutual funds and third-party research.

Bryan Fiore is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Annex Wealth Management, TD Ameritrade, and Scottrade. He is involved with youth soccer organizations, including the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily using mutual funds and third-party research, and offers comprehensive financial planning and portfolio management through a five-advisor team.