Broker Check

Our Team

Joshua J. Feller, ChFC®

Founder | Sr. Financial Advisor



Joshua was born in Voorhees, New Jersey and grew up an active member of his community. His interest in the financial markets led him to the University of Connecticut where he graduated with a degree in Economics and a minor in Business...

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Richard Koblick

Co-Founder | Sr. Financial Representative



Richard Koblick is originally from Berkeley, CA. He graduated from Florida State University with a major in Finance and a minor in Psychology. After college, Richard started his career working for AG Edwards & Sons where he gained...
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John Craynon

Sr. Financial Representative



John Craynon was born and raised in Cincinnati Ohio. After high school he came to South Florida where he attended Northwood University on a golf scholarship and received his Bachelors in Banking and Finance. After college, John joined...
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Ryan Hasey

Sr. Financial Advisor



Ryan Hasey was born and raised in South Florida. He attended college at the University of Florida where he major in Finance at the Warrington School of Business. Ryan started his career with ING Financial Partners, now Voya Financial...
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Glenn Pike

Financial Advisor



Glenn grew up in Medford, NJ and currently resides in Boca Raton, FL. Growing up Glenn was a three sport athlete in High School and a two sport athlete in College. He graduated from New York University with a BA in Economics. Glenn...
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Dustin Collier

Financial Advisor



Dustin Collier was born in Beverly, Massachusetts and moved to south Florida at a very young age. He attended all of grade school in Boca Raton, and then traveled to Tallahassee where he earned his Bachelors Degree in Economics from...

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Kim Toscano

Office Manager

561-314-1800 x300


Kim Toscano is originally from Wethersfield Connecticut. She attended Central Connecticut State University. She relocated to South Florida and became an Assistant to the Portfolio Manager of Comerica Bank in Boca Raton. Kim also has an...
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Erica Mclver

Office Assistant



Erica McIver was born and raised in South Florida. She has over 5 years of experience in Office Management and Administration, as well as time spent in Human Resources Development and Training. She is currently pursuing a...
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Neal Feller

Technology Officer

Neal Feller is a Software Developer with over 40 years of experience. He has participated in the development of large scale software systems for customers such as the Army, the Air Force, NATO, Merck Pharmaceuticals, Nalco Chemical,...

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Kyle Kelly

Non Registered Representative




Kyle’s family roots are in Cleveland, OH, where his Grandfather Bob Kelly played for the Indians. Kyle grew up in New Hampshire though, and then attended Framingham State College where he studied business and played football. He...

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Victoria Scott

Marketing Coordinator



Victoria is originally from Boca Raton, FL and attended Florida Atlantic University where she studied English with a concentration in British Literature with a minor in Linguistics. Her background in the publishing industry lead her to...

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