Advisors

Kyle Riddle has been advising clients since for over fifteen years.  He considers it an honor to advise his clients and help them achieve their goals.  When not working he spends time with his wife and four children and is active in his church and community.

A proud graduate of Webber International University, Parker is a Tampa native with a passion for helping others grow, both personally and financially. As a four-year college football team captain, he learned the power of discipline, leadership, and showing up for others. He has seen firsthand how Invst’s process can make all the difference — especially through his grandfather, whose career was cut short by a stroke 15 years ago. That experience fuels his drive to bring energy, empathy, and strategy to everything he does. To Parker, success is not just about numbers — it is about living abundantly and helping others rise, in both life and business.  

James is a DePaul University graduate, and his passion is helping his clients have the knowledge, confidence and understanding to make good choices regarding their financial lives. He knows that everyone has different dreams, and loves helping put the pieces of the puzzle together with them. For more than 30 years, he has worked with individuals, couples, and closely held business owners to explore the options to having a happy retirement.  

He uses modern financial tools combined with a straightforward, easy-to-understand educational style to make sure you are able to make good financial choices and happier, healthier, stress-free, and fulfilling lives.

A graduate of Ball State University, Ethan is a Personal CFO and partners with individuals and families to transfer financial worries from their lives to him. He educates, guides, and counsels his clients to think abundantly about their “why” for money and what their overall “purpose” is. Ethan provides rules backed by evidence, tools, and resources to accelerate them to the life they want to live on their own terms and conditions. To do what you want, when you want, with whom you want, as long as you want, as many times as you want.

After spending close to thirty years in the Institutional bond world as a broker of mortgage,  asset– backed and commercial securities, I began working with Invst a registered Investment advisor, after it acquired NS Capital LLC in 2025.  I thoroughly enjoy helping people plan for the future and accelerating them to the point that work is optional. 

As a former professional athlete, I recognize the countless hours required, to achieve the highest level of success at your particular craft. It takes extreme focus, dedication and perseverance. This approach has been transferred to my client relationships. As a team, my clients and I demonstrate a commitment to the process, proving to be invaluable.

I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

Hard work and commitment to fundamentals have been constant in my professional career. These values have been transferred to my post-playing career and will always drive my approach to each and every challenge.

When we come from a place of scarcity, it doesn’t matter what the stock market does, what we pay in debt or taxes, or how much we have saved in the bank. We can only optimize our wealth when we come from a space of abundance. 

My goal is to have each person become present to the abundance of what they already have, to realize the power they have to create, and from there, a space opens up for peace and freedom to arise around one’s finances as well as other areas of life that are important to them. 

I am most inspired to work with independent women (single, divorced, or widowed) and families who have loved-ones with special-needs/special-abilities. I have personal life experience in these areas.  I consider it a privilege to guide, educate and counsel these individuals, to create a structure and a pathway such that their financial decisions align with what they say matters most to them.

Residing in Tampa, FL I have two grown FL Gator boys who are the reason behind my “why”.  I love dogs of all kinds.  Originally from NJ, I’m a proud NY Giants fan.  After over four decades of never drinking coffee, I now have a newfound love for lattes and searching out unique and eclectic coffee shops wherever I go, due mostly to the influence of my two boys. I love practicing meditation, mindfulness, and other practices to discover deeper levels of consciousness and contentment. And I’ll never turn down the chance for a throw down of family game night! 

Joel was born and raised in Lakeland, FL and has been in the Financial Services Industry for over 13 years. Joel has clients that work in just about every profession and income/net worth range, which has provided him with a great understanding of the challenges that people face when deciding to plan for their todays and tomorrows. Joining INVST in 2019 was a natural fit due to Joel’s outside of the box, strategic oriented, and client first approach to financial planning.

“The financial services industry is primarily focused with either an insurance centered or an investment centered transactional sales process. Being able to help people understand the interdependency of both, coupled with a strategic approach, will unlock one’s ability to be optimally efficient in achieving their financial dreams. I strive to deliver a unique, uncommon, and transparent financial process that centers around the client instead of the prevailing products of the day. There is nothing more rewarding than to be able to provide clarity to those I work with in an industry that can be intimidating, confusing, and biased.”

Joel loves spending time with his wife, Ana, and four children Makenzie, Luke, Preston, and Ariana. Joel’s children are all active in competitive sports and enjoy trips to the beach or the mountains. If you don’t find Joel working in his office, you will certainly see him attending his kids sport matches somewhere. 

“After working in the financial industry for several years, it became clear to me that the industry I’d chosen was often more interested in selling products than helping people. I joined Invst because I believe it is my job to educate, guide, and counsel my clients towards reaching their full financial potential. To me, this means taking a comprehensive approach to financial planning as a fiduciary. When I meet with clients, their goal is never to grow as much money as possible. Their goals are to pay down debt efficiently, buy a new home, plan for a family, protect loved ones, pay for their children’s college, have enough money to retire, and understand how to pass on wealth as efficiently as possible to their family.

“My job as a financial advisor is to identify what these goals are with clients and to help them align all of their financial assets in the best way to meet them. I also want to be there as a trusted guide. I want to help clients weigh the implications of important financial decisions and educate them on the implications of different courses of action so they can confidently decide what is in their best interest.

“Finally, I’m here to ensure my clients’ goals are always being pursued, and that every action we make is consistent with the goals they are trying to achieve.”

With more than 11 years in the financial service industry, Tom has had success guiding and counseling clients of all types live more rewarding financial lives. He has been happily married 14 years to his wife Sarah and is the proud father of Trace and Iris.

Tom served two tours in Baghdad, Iraq with the 502nd of the 101st
Airborne as a scout reconnaissance platoon leader and battle captain. He completed his undergraduate degree at the University of Southern California and received his MBA from the Krannert School of Management at Purdue in 2011. Tom is also a Certified Financial Planner. 

Tom enjoys spending time with his kids, reading fiction, trying new restaurants, cooking with his wife, and scuba diving. 

Phil’s practice is solely focused on helping families who have loved ones with special needs plan for an abundant future. His younger sister, Sarah, has Down syndrome and is the catalyst for how he approaches planning conversations with his clients.

He believes that future planning conversations should be focused on allowing our loved ones to live happy, fulfilling, and purposeful lives—today and every day in the future.

Very early in his career, he realized that the industry’s approach to special needs planning was only centered around helping parents plan for the day that they are no longer able to care for their child.

While having a plan in place for the ‘what ifs’ in life are important for any family, as a proud big brother, he believed that families much like his own needed better conversations about future planning—conversations that centered around creating opportunities for success for his sister and our loved ones. 

Phil, his wife Chelsea, and their daughter Emma, live in Carmel Indiana where they enjoy being active in the community. Phil is a Special Olympics coach, a volunteer for Down Syndrome Indiana and Gigi’s Playhouse, and is an active board member for Same As U. His family are members of Mercy Road Christian Church where they volunteer in the special needs ministry.