Noelle Soncrant is a financial advisor with Northwestern Mutual. She is based in Tampa but services clients all over the United States. She spent more than 20 years in higher ed fundraising before making the switch to Northwestern Mutual, citing her desire to have a more direct impact on the people she serves. Her goal is to create flexible financial plans for her clients and to take away some of the stress and anxiety so many people experience when it comes to their finances.

We are a bilingual Independent Wealth Advisory & Insurance Planning firm with over 20 yrs of experience. We focus on goals-based financial planning in every stage of life so that you can mitigate taxes, spend less time worrying about your finances and enjoy life with peace of mind.

James Senior | Financial Advisor | Edward Jones

PS27 Ventures invests in early-stage companies that are driving dramatic changes in high-growth markets.

Empowering LGBTQ Financial Savvy

Treece Financial Group is committed to helping LGBTQ individuals and families live out loud and proud through fearless financial planning.

David Treece has 30 years of experience in financial services providing holistic, comprehensive, and consumer-oriented advocacy to his clients.

Advocating for LGBTQ elder inclusion, identifying resources and family support, and overcoming discrimination within senior housing and caregiving is at the heart of his office's mission.

Sulzberger Capital Advisors works with individual U.S. and international clients and their unique investment needs. Personalized service is a hallmark of Sulzberger Capital’s approach. Our mission is to create customized investment solutions to help our clients meet their long term financial and retirement goals.

Bliss Consultants has a long reputation of providing higher than average assistance as your 401(k) partner of choice.

We help you look forward. We can help you see how the choices you make today could affect your financial future in 10, 20 or 30 years. Imagine the advantage you would have if you had the tools to determine how increased monthly savings could affect your cash flow in 20 years. What advice would you give yourself if you could see how selling that larger home 10 years earlier and buying a smaller one could have on your lifetime cash flow? We have the technology and the expertise to help you see what your tomorrow might look like. 

Aligning with Raymond James Financial Services, Inc., headquartered in St. Petersburg, Florida, Thomas Hake, and his wealth management team provide investment management and financial planning services to clients throughout the United States.

In 2019, Raymond James appointed Tom the National Co-Chair for the Raymond James Pride Financial Advisors Network. As founder of this new inclusion network, Tom is leading Raymond James in support to clients, financial advisors, and allies who identify within and serve the LGBT community.