Professional Services

Professional Services

Spotlight On: Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors, Inc.

2 min read October 2022 — The recent stock market downturn has become a new opportunity for investors to reassess what they are doing with...
Spotlight On: Rick Slater, Managing Principal – Palm Beach & Broward, Kaufman Rossin
2 min read October 2022 — Palm Beach County’s economic diversity continues to serve as a solid launching pad for professional services firms. Rick Slater,...
Spotlight On: Glenn Ullmann, President, Ullmann Wealth Partners
4 min read October 2022 — In an interview with Invest:, Glenn Ullmann, president of wealth management firm Ullmann Wealth...
Spotlight On: Jaime Tuite, Shareholder, Buchanan, Ingersoll & Rooney PC
4 min read September 2022 — Invest: spoke with Jaime Tuite, shareholder at law firm Buchanan, Ingersoll & Rooney PC...
Navigating the accounting industry’s evolution
Writer: Joey Garrand 2 min read September 2022 — In a not so distant future, someone with a master's degree...
Spotlight On: Philip Wilkinson, Principal, AE7
2 min read September 2022 — A recession is not going to be all bad for the construction industry. Philip...
Spotlight On: Don Davey, Owner & Chief Wealth Engineer, Disciplined Equity Management
2 min read September 2022 — Jacksonville offers a highly competitive landscape for high-net-worth asset management firms, so much so...
Spotlight On: Larry Alexander, Chairman and Shareholder, Jones Foster
2 min read September 2022 — Invest: was joined by Jones Foster’s Chairman and Board Certified Real Estate attorney Larry...
Spotlight On: Michael Syme, Pittsburgh Office Managing Partner, Fox Rothschild LLP
2 min read September 2022 — Michael Syme, office managing partner for Fox Rothschild in Pittsburgh, has seen the firm...
Spotlight On: Darin Lynch, Founder & CEO, Irish Titan
3 min read September 2022 — In an interview with Invest:, Darin Lynch, founder and CEO of full-service e-commerce and...
Accounting leaders talk strategy for recruiting and retaining talent
Writer: Ryan Gandolfo 2 min read September 2022 — Accounting firms need to redouble their efforts to retain and hire...
Volatility, opportunity underpinning wealth management
Writer: Joshua Andino 2 min read September 2022 — From rising interest rates to big-name relocations, over the last year...
Tampa Bay’s top financial advisors weigh in on literacy, education and more
Writer: Liz Palmer 2 min read August 2022 — In 2022 professionals in wealth management and financial advisory are focused...
Spotlight On: Fred Kent, President & Shareholder, Marks Gray, P.A.
2 min read August 2022 — Marks Gray, P.A. is a business law firm located in Jacksonville and has been...
Spotlight On: John Gonella, Regional Market Leader – Carolinas, Cherry Bekaert Advisory LLC
2 min read August 2022 — Hiring an experienced CPA has become so difficult that John Gonella, regional market leader...
Spotlight On: Jami McKeon, Chair, Morgan, Lewis & Bockius LLP
3 min read August 2022 — Jami McKeon, chair of legal firm Morgan, Lewis & Bockius, discussed with Invest: the...
Spotlight On: Jim Holmes, Managing Partner, Sentinel Risk Advisors
2 min read July 2022 — Jim Holmes, managing partner for Sentinel Risk Advisors, spoke with Invest: about what has...
Spotlight On: Marianne Auld, Managing Partner, Kelly Hart
2 min read August 2022 — Kelly Hart Attorneys brings a community-focused ethic to the legal services it has been...
Spotlight On: Mark Nolan, Managing Partner, Batson Nolan
2 min read August 2022 — In an interview with Invest:, Managing Partner of legal firm Batson Nolan, Mark Nolan,...
Spotlight On: Jeff Brovet, Managing Partner, TJT
2 min read August 2022 —  Jeff Brovet, managing partner for TJT, spoke with Invest: and discussed what he sees...
Spotlight On: Richard Ramsey, Managing Partner, Wicker, Smith, O’Hara, McCoy & Ford, PA
2 min read August 2022 — Although the economy could be headed toward a recession, Richard Ramsey, managing partner of...
David Stonesifer
Spotlight On: David Stonesifer, Managing Partner, Herbein + Company, Inc.
2 min read June 2022 — Accounting firms have been focused on bolstering their service offerings beyond audits and tax...
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Featured Articles

Interviews
Joseph Campanelli, Chairman, President & CEO, Needham Bank
In an interview with Invest:, Joseph Campanelli, chairman, president and CEO of Needham Bank, discussed the bank's resilience and growth...
Interviews
Dan Fishbein, President, Sun Life U.S.
In an interview with Invest:, Dan Fishbein, president of Sun Life U.S., discussed his 10-year tenure with the company and...
Houston, Spotlight On, Tourism & Hospitality
Spotlight On: Jonathan Horowitz, President, Greater Houston Hospitality & Tourism Alliance
3 min read May 2024 — Jonathan Horowitz, president of the Greater Houston Hospitality & Tourism Alliance, sat down with...
Legal, Minneapolis-St. Paul, Spotlight On
Spotlight On: Janel Dressen, CEO, Anthony Ostlund Louwagie Dressen & Boylan P.A.
3 min read April 2024 — In an interview with Invest:, Janel Dressen, CEO of Anthony Ostlund Louwagie Dressen &...