Our Team K. Michael McLead, CFP® Mr. McLead received his Bachelors degree from the University of South Florida. He is a CERTIFIED FINANCIAL PLANNER™ Professional. He has been a Registered Securities Representative since 1990. He strives to assist his clients achieve their financial objectives, prudently and thoughtfully, through a long-term financial relationship. William R. Whiteman, CFP® Mr. Whiteman received both his Bachelors, and Masters degrees from West Virginia University. He is a CERTIFIED FINANCIAL PLANNER™ Professional. He is a Registered J.W. Cole, Financial, INC® and has been a Registered Securities Representative since 1989. He uses his over twenty years of experience in the financial services industry to help his clients achieve their goals and manage their wealth.