Wealth Management; Investment & Financial Planning Ryan Payne is the president of Payne Capital Management (PCM). In this role, he co-designs the firm’s investment and financial planning strategies, while supervising all the financial advisors to ensure PCM’s...
Accounting; Finance; Taxes Richard Lavina is the Founder and CEO of TaxFyle, using financial technology to bring efficiency and innovation to the tax and accounting industries not traditionally at the forefront of rapid change. Ricky graduated from the University of...
Finance; Financial Advising Randy Carver is President of Carver Financial Services Inc., an independent registered investment advisor and a registered principal with Raymond James Financial Services Inc. (member FINRA/SIPC). Carver Financial Services manages in excess...
Finance Dory A. Wiley is President & CEO of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC (“CSC”). Since co-founding the firm in 2007, his primary focus has been the creation and management of investment funds that specialize...
Financial Planning Courtney Dominguez is a wealth advisor at Payne Capital Management (PCM), where she helps clients to navigate the ebbs and flows of the market and economy. Dominguez is seasoned at positioning investors according to the market’s moves, and educates...
