Forefront

Gerald Shaw is a CFP® professional with 41 years of industry experience, currently serving at Forefront. His prior roles include positions at Stark Financial Advisers, Mutual Trust Company of America Securities, and Calton & Associates. Outside of his advisory work, he owns and operates Seminole Tax Pros, LLC, a tax preparation and consulting business. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering customized investment policies and asset-allocation targets that incorporate fundamental and cyclical analysis alongside third-party managers.

Bruce Kern is a financial advisor with Forefront in Ocala, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Verizon. Kern currently works as part of a seven-advisor team at Forefront. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, asset allocation, and utilizes third-party managers alongside comprehensive financial planning across retirement, estate, tax, and special-needs topics.

Charlotte Pace is a financial advisor at Forefront with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Calton & Associates, Inc., Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, assisting in election proceedings. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers customized investment policies, discretionary portfolio management, and specialized planning in retirement, estate, tax, and special-needs areas.

Eric Negron is a financial advisor at Forefront with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Equity Comp Advisors and Elevated Business Partners. Outside of advisory work, Negron is involved in tax preparation and life insurance through Forefront Tax Partners and Forefront Insurance Partners, and he also participates in IT consulting and financial advisor conference activities. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, periodic client reviews, and coordination with external professionals, while maintaining affiliated businesses in tax and insurance services.

Nicholas Wolf is a CFP® with nine years of industry experience currently working at Forefront. His prior roles include positions at The Pacific Bridge Companies, Calton & Associates Inc., Manhattan West Asset Management, KeyBank, Morgan Stanley, Citi Bank, and J.P. Morgan. Outside of financial advising, he is involved in pet services, providing dog walking and boarding. Forefront is a multi-office firm serving individuals, high-net-worth clients, and select businesses with investment management and financial planning. The firm emphasizes individualized investment policies, utilizes third-party managers, and offers specialized services such as Special Needs Planning.

Michelle Fuccella is an advisor at Forefront with Series 63 and Series 66 credentials and six years of industry experience. She has worked at several firms including Calton & Associates Inc., The Leaders Group Inc., Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory role, she assists individuals and couples with asset division agreements during divorce through a separate business, Your Divorce Made Simple. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm maintains multiple offices and affiliated businesses, including insurance and tax partners, and offers specialized services such as formal Special Needs Planning.

Abby Morton is a CFP® professional with three years of industry experience. She is currently an advisor at Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., AQUIRE WEALTH ADVISORS, LLC dba Dentist Advisors, and Goldman Sachs. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies and asset allocation, utilizing fundamental and cyclical analysis alongside third-party managers, and offers a range of financial planning services including retirement, estate, tax, and special-needs planning.

James Alders is a CFP® professional with nine years of industry experience. He is currently a financial planner and founder of Principatus Wealth, operating under the Forefront Advisor Network. His prior experience includes roles at Equitable Advisors, LLC, and Axa Advisors, LLC. Alders also serves as a treasurer and acts as an executor for his father-in-law’s trust. Forefront is a multi-office firm providing investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies and offers specialized services such as discretionary portfolio management and formal Special Needs Planning.

Saurin Makim is a financial advisor at Forefront with three years of industry experience. He holds a Series 65 designation and previously worked at Baystate Wealth Advisors LLC and Akamai Technologies. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies and asset allocation, utilizing fundamental and cyclical analysis alongside third-party managers, and offers a range of services including discretionary portfolio management and special needs planning.

David Leone is a CFP® professional with 10 years of experience in financial advising. He is currently with Forefront and Calton & Associates, Inc., and has held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors, among others. He operates Leone & Company Wealth Management, a comprehensive financial planning business under the Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, financial planning across multiple areas, and utilizes third-party managers, with an emphasis on individualized investment policies and ongoing client reviews.

Jay Kadlec is a financial advisor at Forefront with a Series 66 designation and three years of industry experience. His prior work includes roles at Brogan Financial Insurance Planning, Rocket Mortgage, and New York Life. Outside of financial advising, he is involved with Grayson Subaru in Knoxville, TN, where he works as a Subaru specialist. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm develops individualized investment policies using fundamental and cyclical analysis and offers access to third-party managers and specialized planning services.

David Daley is a financial advisor with Forefront in Corona, CA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Daley Financial Planning LLC, End Pro Services, and Cambridge Investment Research Inc. He is also involved in marketing for the financial industry through contract work with N2 Content Marketing. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm develops individualized investment policies using fundamental and cyclical analysis and offers specialized services such as discretionary portfolio management and special needs planning.

Melissa Pavone is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Forefront. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory role, she is involved with Money Matters in Marriage, assisting couples in improving financial communication, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering tailored investment policies, portfolio management, and specialized planning including retirement, estate, tax, and special-needs services. The firm operates multiple offices and maintains affiliated businesses to support comprehensive client needs.

Jordan Gentry is a financial advisor with Forefront in Twin Falls, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Forefront in 2026, he worked at Briarwood Financial, LPL Financial LLC, Clear Creek Financial Management, and CSI. Outside of his advisory role, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and maintains outside employment with SkyWest Airlines. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm operates multiple offices and affiliated businesses, including specialized services such as formal Special Needs Planning.

Joseph Stabile is a CFP® and ChFC® with six years of industry experience, currently serving as a financial planner at Forefront and Coast Financial in Jersey City, NJ. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business operating through Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, offers access to third-party managers, and maintains affiliated businesses including tax, insurance, and 401(k) consulting services.