The Stanley Advisors
We bring different perspectives to the table, but we’re united by a love for purposeful work, thoughtful design, and real connection.
Dustin Stanley
Dustin Stanley didn't get into financial planning to manage money.
He got into it to change lives.
ABOUT
After watching family members navigate retirement with little guidance and a lot of anxiety, Dustin made it his mission to ensure no one he worked with would feel that way. He founded Stanley Wealth & Retirement on the belief that every person deserves a real partner in retirement — someone who not only builds the plan, but explains why it works, and stays with you every step of the way.
PHILOSOPHY & APPROACH
Dustin leads with a simple standard: your peace of mind is the measure of success. He brings over a decade of industry experience and a fiduciary commitment to every client relationship, which means your interests always come first no exceptions.
OUTSIDE THE OFFICE
When Dustin isn't working with clients, you'll find him on the water near Sarasota or in his home town of Kentucky, He spends his free time with his two boys, his beautiful wife and two pups. He believes the best retirement plans are built by advisors who actually understand what a full, purposeful life looks like.
"Retirement isn't just a financial goal — it's a mindset, a way of life. You've worked a lifetime to get here. Let's make sure it's everything you worked for."
Founder & Senior Financial Advisor
Lee Northern brings the kind of planning rigor that gives clients genuine confidence — backed by one of the most respected credentials in the financial services industry.
ABOUT
As a CFP®, Lee has met the gold standard for financial planning education, examination, experience, and ethics. He specializes in helping clients build comprehensive retirement income strategies that account for taxes, market volatility, healthcare costs, and legacy goals — all at once.
PHILOSOPHY & APPROACH
Lee believes that a truly good financial plan should make complex things simple. He takes pride in translating complicated financial concepts into clear, actionable steps that clients actually understand and feel good about. No jargon. No confusion. Just clarity.
OUTSIDE THE OFFICE
When he's not running retirement projections, Lee enjoys kayaking and spending time with his daughter and wife in the sunshine. He has deep roots in the Florida community and genuinely cares about the people he serves.
"A CFP® designation is a promise — to be educated, to be ethical, and to always put the client first. That's not just my credential. It's my commitment."
Certified Financial Planner CFP® — Certified Financial Planner
Lee Northern
Todd Whitener is the analytical engine behind many of the firm's most sophisticated retirement strategies — with a particular focus on making sure clients keep more of what they earn.
ABOUT
Todd Whitener is a financial professional specializing in analytics and tax planning, with a focused expertise in helping clients understand the tax burden that can quietly erode retirement savings. He is dedicated to bringing precision and clarity to the financial planning process, ensuring that every strategy is built not just on good intentions, but on solid numbers.
PHILOSOPHY & APPROACH
Throughout his career, Todd has developed a reputation for methodical, evidence-based thinking running the numbers from every angle before a recommendation is made. He collaborates closely with the firm's advisors to ensure that tax strategy is never an afterthought, but a core pillar of each client's financial picture. His approach is especially valuable for clients navigating complex income situations, multi-account portfolios, and the critical years leading up to and through retirement.
OUTSIDE THE OFFICE
Outside of his professional work, Todd is a musician at heart and a proud supporter of his wife's fitness studio, two pursuits that speak to his belief that a life well-lived is one built with intention. He brings that same energy into his work, approaching every client engagement with genuine curiosity and a commitment to never stop learning.
Financial Professional — Analytics & Tax Planning
Todd Whitener
James Sweasy helps clients build and manage investment portfolios that are aligned with their retirement goals — not just their risk tolerance on paper, but their real-life peace of mind.
ABOUT
As an Investment Advisor Representative, James works with clients to design investment strategies that reflect where they are in life and where they want to go. He takes a long term, disciplined approach to portfolio construction focused on generating reliable income, preserving wealth, and staying ahead of inflation over time.
PHILOSOPHY & APPROACH
James believes that the best investment strategy is one you can stick with; especially when markets get uncomfortable. He focuses on building portfolios that clients understand and trust, so they're not tempted to make emotional decisions at the wrong time.
OUTSIDE THE OFFICE
James is an outdoor enthusiast who spends his weekend hiking, and spending time with his family.
"Investing for retirement isn't about chasing returns. It's about building a portfolio that lets you sleep at night and shows up when you need it most."
James Sweasy
Financial Advisor