Read Full Article by Jess Feldman here
The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community. It’s an honor to get to highlight the work these individuals do.
Read here to learn about the 2023 class of the Investopedia 100 Top Financial Advisors.
Florida
| Name | Title | Standout Achievements |
| Cary Carbonaro | SVP & Director of Women and Wealth, Advisors Capital Management, LLC | Winter Garden, Fla. | Carbonaro has dedicated her career to helping women build financial independence through her professional role, her book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear, and her nonprofit work, including the Women’s Giving Alliance. |
| Carolyn McClanahan | Founder, Life Planning Partners, Inc. | Jacksonville, Fla. | McClanahan is recognized for her financial planning work, which focuses on the intersection of health and personal finance, a topic she speaks about at various events for financial advisors. |
| Alonso Rodriguez Segarra | CEO & Founder, Advise Financial LLC | Plantation, Fla. | Segarra is recognized for his work to bring financial education to more individuals with free Spanish-language news and financial content on his firm’s website and YouTube channel. |
| Reshell Smith | President and CEO, AMES Financial Solutions | Ocoee, Fla. | Smith is recognized for creating an online academy, She’s So Wealthy, to help create accessible education options for women and first-generation wealth builders. |
| Camille York Adrien | Financial Advisor, Clark and York Wealth Partners of Raymond James | Tampa, Fla. | In addition to her work with clients navigating major life changes and milestones, Adrien hosts and supports numerous wealth workshops and seminars each year, underscoring her commitment to bring women into the financial industry. |
