Lumentum LLC

Capital Investment Advisors is a financial services firm based in Vero Beach, FL, dedicated to providing clients with informed investment strategies tailored to their individual needs. The firm emphasizes staying ahead of trends to ensure that clients have access to the most relevant financial information and resources available. With a commitment to excellence and a focus on client success, Capital Investment Advisors aims to guide investors through the complexities of the financial landscape. Their expertise spans a variety of investment topics, ensuring clients are well-equipped to make informed decisions about their financial future. Generated from the website

Professional Advisory Services, Inc. (PASI) is a family-run investment management company based in Vero Beach, FL. Founded in 1977, PASI is committed to providing personalized service and helping clients achieve their financial goals through disciplined investing and absolute integrity. PASI has been recognized for its excellence in the financial industry, ranking #56 in the country and #3 in the State of Florida among CNBC's list of the Top 100 Financial Advisors for 2023. With a strong foundation of integrity and a dedicated team, PASI continues to uphold its traditions and treat clients the way they would want to be treated.Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.