240 South Pineapple Avenue, Suite 200 Sarasota, Florida 34236
Our Team
You are the driver; Allegiant is your navigator. Our team looks forward to welcoming you into our family and earning our place in yours.
Paul B. Cantor
CFA / CFP® / AIF®
Principal, Chief Operating Officer
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Michelle Cross
CFP®, CPA, CDFA®, AIF®
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Benjamin W. Jones
CFP® / AIF®
Principal, President, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Martin J. Kossoff
CFP® / AIF®
Principal, Chairman
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Luke Nicholas
CFP® / CFA
Principal, Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Karen Rivot
CFP®
Senior Operations Specialist
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Melissa Walsh
CFP® / CFA / AIF®
Principal, Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Carl A. Watkins
CFP® / CDFA™ / AIF®
Principal, Director of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF
Kristina (KJ) Vorndran
CFP® / CRPC®
Paraplanner
CERTIFIED FINANCIAL PLANNER™
Biography | Download as PDF