5768 Putnam Drive
Co-Founder and President
Scott is a graduate of Indiana University with a degree in Accounting and a minor in Finance. He received his MBA in Finance and Corporate Planning from Seton Hall University/Roosevelt University. Scott is also the Founder of Mazius Consulting which has been in business since 1992 as a Financial Consulting and Tax Service company. Scott is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. CA Insurance Lic.# 0B63111.
Scott works closely with each client creating long-term strategies designed to achieve their specific investment goals and objectives by providing comprehensive wealth management consulting and retirement planning solutions.
Co-Founder and Executive Vice President, Certified Wealth Strategist ®, Certified Plan Fiduciary Advisor, Accredited Investment Fiduciary ®
John is a graduate from Seton Hall University with a Bachelor of Science in Business Administration with a degree in Marketing. John is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. John holds Security licenses Series 7 & 66; Life, Accident and Health Insurance licensess. CA Insurance Lic.# 0113642.John prides himself on forming lifelong relationships with his clients. He works closely with those in the Medical field as well as Business Owners, and individuals alike, providing comprehensive wealth management planning and business retirement plan solutions, helping clients work toward achieving and preserving financial wealth success.John works with his clients on complex financial needs helping them develop, implement, and monitor strategies designed to enhance, protect and transfer their wealth. Focusing on more than just investments, John helps clients navigate an ever changing financial landscape by “anticipating and identifying financial issues, which may be on the horizon, so that clients can better plan for tomorrow and beyond”.John is a Certified Plan Fiduciary Advisor (CPFA); a course of study developed by some of the nation’s leading advisors and retirement plan experts as part of the National Associations of Plan Advisor’s (NAPA) Retirement Plan Academy. Advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary and guide other fiduciaries in their management roles and responsibilities. John is also a Certified Wealth Strategist® Professional. A designation awarded to those individuals completing a thorough program of study surrounding complex wealth management issues facing clients’ today and comprehensively addressing each one individually and collectively. Both accreditations have provided John with the training, skills and technical knowledge, in practice management processes, to work as an effective partner for his clients.Outside the office, John enjoys traveling, boating, cycling, hiking and spending time with his family and friends. His hobbies include; fly tying / fishing and gardening.
Certified Wealth Strategist®
You can learn more about Mike by contacting him directly via by phone or email.
Mike is a Certified Wealth Strategist®. He is a professional veteran in the wealth management field who brings over a decade of experience in proven wealth accumulation and preservation strategies to a select clientele.
Mike is the Owner and President of Alliance Wealth Management, LLC. His practice is focused and specializes in meeting the unique needs of physicians, dentists, business owners and accredited investors. As a member of our group, Mike will provide our clients the most distinctive and intelligent options in the market today as we implement the plan that works best for you.
Mike is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc. A registered investment advisor.
A native Michigander, Michael attended Michigan State University as an undergrad and graduate student attaining his Juris Doctor degree. A Chartered Life Underwriter and Chartered Financial Consultant, Michael holds the Retirement Planning Specialist designation from the University of Pennsylvania - Wharton School.In his practice, Michael's areas of focus are in Estate Planning; Charitable Giving; Probate and Estate Administration; Trust Administration; Special Needs Trust; Business Succession Planning; and Elder Law all with a eye on helping clients protect and transfer wealth efficiently. Michael is a member of the Probate and Estate Planning and Taxation Sections of the State Bar of Michigan and a past president of the Financial Planning Association of Michigan. He is also a member of the Board of Directors for Crossroads for Youth and the Clarkston Foundation and a member of the Planned Giving Advisory committees of Wayne State University and the Community House in Birmingham. Please visit Mike's Firm by visiting http://www.mcdonaldhopkins.com.
Michael Witzke nor McDonald Hopkins is neither endorsed by nor affiliated with First Allied Securities, Inc.
President, Adams Financial
319 River Edge BoulevardSuite 218Cocoa, FL 32922
Warren is a graduate from University of Florida in 1972 with a BA. He worked for Morgan Stanley for 10 years as a Financial Advisor and became Vice President of the Investment Division before transitioning to Adams Financial Services. Warren had worked for Adams Financial Services for 4 years before he become the owner in 2008.
Warren is the Owner and President of Adams Financial. His practice is focused and specializes in meeting the unique needs of physicians, dentists, and business owners and accredited investors. As a member of our group, Warren will provide our clients the most distinctive and intelligent options in the market today as we implement the plan that works best for you.
Warren is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC.