Find Top Financial Advisors in Florida


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Qualifications of Financial Advisor in Florida

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.



List of Financial Advisors in Florida
Financial Advisor Office Location Phone Number
Brandon Barile CFP® CRPC®,
RockPort Global Advisors, LLC
8309 Gunn Hwy.,
Tampa, FL  33626
(813) 448-6766
Joseph Bert, CFP,
Certified Financial Group, Inc.
1111 Douglas Ave.,
Altamonte Springs, FL  32714
(407) 869-9800
Michael Kalisch,
Kalisch Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL  33431
(561) 961-5418
Stefan Contorno,
U B S
8000 Health Center Blvd,
Bonita Springs, FL  34135
(239) 495-4187
Vincent Scorza,
UBS Financial Services Inc.
100 SE 2nd St,
Miami, FL  33131
William Smathers,
Smathers Financial Group, Inc.
8564 East CR 466,
The Villages, FL  32162
(352) 561-3060
Evan R. Guido,
The Evan Guido Group- Private Wealth Management
One Sarasota Tower - 12th Floor,
Sarasota, FL  34236
(941) 906-2829
Tom McDermott,
A.P.A. F L.
3010 3rd Street South,
Jacksonville, FL  32250
(904) 500-5050
The Holland Group,
The Holland Group, Retirement Wealth Advisors LLC
2637 McCormick Drive Suite #101,
Clearwater, FL  33759
(727) 724-3334
The Retire Advisory Group,
The Retire Advisory Group
4506 Stickley Court,
Palmetto, FL  34221
(941) 954-1513
Matthew Myland,
Solomon API
1129 S. Hwy Us1 Suite 101,
Rockledge, FL  32955
(321) 508-3911
Jonathon Kollra,
Financial Engines Advisors, LLC
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431

2 S. University Dr. Suite 231,
Davie, FL  33324

201 South Biscayne Blvd. 28th Floor,
Miami, FL  33131

9100 S Dadeland Blvd. Suite 1500,
Pinecrest, FL  33156
(954) 741-7775
Barry Cantrell II,
Financial Engines Advisors, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607

6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(813) 661-1717

(941) 360-2727
Sam Mazzola,
Financial Engines Advisors, LLC
4851 Tamiami Trail North,
Naples, FL  34103

9160 Forum Corporate Parkway,
Fort Myers, FL  33905
(877) 857-3030
Steve Crossett,
Financial Engines Advisors, LLC
4651 Salisbury Road,
Jacksonville, FL  32256

4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(904) 642-3939

(321) 751-6162
Jason Heinzelmann,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 240-6655
Jarrod Rutledge, CFP®,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 283-8413
Robert Harwood,
Harwood Financial Group
13191 Starkey Rd,
Tampa, FL  33609
(727) 524-1427
Richard Reyes, CFP,
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
D. Michael Burleigh,
Peak Capital Management
953 NE Jensen Beach Blvd,
Jensen Beach, FL  34957
(772) 334-9592
Philip Detlefs,
Investment Management Group
8771 Perimeter Park Court, Suite 103,
Jacksonville, FL  32216
(904) 382-4278
Edward McDonough, BSME, MBA, CFP,
McDonough Capital Management
6000 Turkey Lake Road,
Orlando, FL  32819
(407) 248-9647
Dwight Pendola CFP®,
Horizon Wealth Advisors
9040 Town Center Parkway,
Lakewood Ranch, FL  34202
(910) 352-0751
Dr.Jeff Camarda,
Camarda Wealth Advisors, LLC
Serving Tampa,
Tampa, FL  33601

166 A1a,
Fleming Island & Ponte Vedra, FL  32082

Orlando Office,
Orlando, FL  32789
(800) 262-1083
David I. Strunc, CRPC® - Founding Partner,
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL  32819
(407) 237-0116
David Adams,
DNA Financial Advisors
166 A1A North, Suite 101,
Ponte Vedra Beach, FL  32082
(904) 339-0015
David H. Morgan MSFS, CEP®, CFF,
R.E.A.P., Llc
4651 salisbury Road,
Jacksonville, FL  32256
(352) 433-6565
Wealth Enhancement Group,
Wealth Enhancement Group
165 Wells Rd,
Orange Park, FL  32073
Paul Porter,CFP® ,
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644
Benjamin Hard, CFP®,
Sara-Bay Financial
2201 Cantu Ct Ste. 217,
Sarasota, FL  34232
(941) 371-8027
Armand Atkinson, MS, CFP, CIMA, AIF®,
NBC Securities, Inc.
5426 Bay Center Dr, Ste 575,
Tampa, FL  33609
(727) 623-0346
Andy Gentile, CFP®, CLU, ChFC, CLTC,
Ascend Wealth Management, LLC.
200 Ocean Trail Way,
Jupiter, FL  33477
(678) 869-5585
Al Baker, CFP®,
Security Financial Management
2420 S Lakemont Ave,
Orlando, FL  32814
(407) 644-4686
Nick J. Russell, CRPC® Founding Partner,
Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101,
Orlando, FL  32819
(407) 237-0117

Information on Qualified Financial Advisors in Florida



About RockPort Global Advisors, LLC

Brandon Barile CFP® CRPC® Driven solely by client goals, we keep you on track toward
your success, no hype, no sales pitches, no pressure. The 21
point check list ensures that!

You may have a big list of questions about your money and
how to handle it moving forward. As an Independent Advisor who
enjoys client relationships, the answers to these
questions don't lie in high-cost products with overly
optimistic growth projections.

Through objective financial guidance and proactive wealth
management, we help you leverage your finances as the tool
they are intended to be: for happiness, peace of mind and
the lifestyle you want.

Your long-term happiness is the destination, your money is the
vehicle.

At RockPort Global Advisors, LLC, we approach our relationship
differently. By understanding your story, aspirations, and
preferences, we identify opportunities you may not see for
yourself, agree on a way forward, and keep you on track,
making changes when necessary along the way. Acting in the
best interest of you and your Family, we empower you to pursue
your short and long-term financial goals on your own terms.

Our 21 point check list shows you....we are not the "usual"
Advisory Group.

No pressure, no obligation. Call us today at (813) 448-6766
for a free consultation to see how the 21 point check list can
help you.

Qualifications CRD#: 2554323
FirmCRD#: ---
Series 7, 65, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 8309 Gunn Hwy.,
Tampa,FL  33626

Phone Number (813)4486766






About Certified Financial Group, Inc.

Joseph Bert, CFP Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner professionals under one roof. Listen to us on 96.5 FM, WDBO Radio every Saturday morning at 9 and come experience The Certified Difference!

Qualifications CRD#: 827053
FirmCRD#: ---
Series 63

Compensation/Fees I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 1111 Douglas Ave.,
Altamonte Springs,FL  32714

Phone Number (407)8699800






About Kalisch Wealth

Michael Kalisch KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments.

Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative process. Our best clients understand that comprehensive planning is a continual and dynamic process, and value unbiased and independent advice above all else.

KPW prides itself on having a unique understanding of the complexities, challenges, and rewards, doctors and affluent families face. Through our multidisciplinary approach, we work closely with clients on their journey towards successful, long term financial success.

Qualifications CRD#: 4444873
FirmCRD#: ---
Series 7, 24, 63, 65

Compensation/Fees :---


Office Location 5550 Glades Rd Suite 500,
Boca Raton,FL  33431

Phone Number (561)9615418





Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees :---


Office Location 8000 Health Center Blvd,
Bonita Springs,FL  34135

Phone Number (239)4954187






About UBS Financial Services Inc.

Vincent Scorza Vincent Scorza, Vice President, UBS Financial Services Inc., is a Financial Planner and Portfolio Manager. He oversees a growing national wealth management practice, located in South Florida, catering to high net worth families and individuals. He protects and grows his clients? wealth through strategic investment management; retirement and other goals analysis; and tax, trust and estate planning.

The vast UBS investment platform provides his clients with an array of opportunities via direct investments and managed portfolios personally overseen by Vincent. Interested clients also have access to private investments such as venture capital and real estate co-investments.

In addition to their highly sought after investment platform, UBS is one of the world's largest lenders. Private clients globally work with UBS to finance purchases of homes, yachts, artwork and aircraft.

Vincent also provides financial services to a select group of small and mid-sized businesses. Previous and ongoing engagements include investment banking, commercial lending, retirement plan consulting and insurance.

Vincent is a Certified Financial Planner (CFP) and a Chartered Alternative Investment Analyst (CAIA). He graduated from George Washington University with a Bachelor of Business Administration degree with a concentration in Finance.

Qualifications CRD#: 4164751
FirmCRD#: 8174
Series 7, 63, 66

Compensation/Fees :---


Office Location 100 SE 2nd St,
Miami,FL  33131

Phone Number Phone Number:---





William (Will) H. Smathers graduated at Florida State University in 1966. He enlisted in the Officer's Candidate Program in the Marine Corps at Quantico, Virginia and was commissioned a Second Lieutenant.
While serving in Vietnam as Company Commander of A Company, First Shore Party Battalion in 1969, First Lieutenant Smathers was decorated with the Navy Commendation Medal with V for his meritorious service and actions under fire. He was given a field promotion to the rank of Captain. At wars end, he resigned his commission as a Major for a role in the private world.
Mr. Smathers served on the Board of Directors for Waterman Hospital; was Lake County Coordinator for the Leukemia Society and served as master of ceremonies for two years; founded the Mount Dora Art Festival; and worked with the March of Dimes in preventing child birth defects.
While at Dean Witter, Mr. Smathers received the National Sales Directors Award for finishing number one in his class; was voted Account Executive of the year in 1993; and was in the President's Club for six consecutive years.

Qualifications CRD#: 2185120
FirmCRD#: 130349
Series 4, 7, 24, 31, 63, 65 Registered Investment Advisor

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8564 East CR 466,
The Villages,FL  32162

Phone Number (352)5613060


About Smathers Financial Group, Inc.

William Smathers Smathers Financial Group, Inc.(SFG) is a Independent Wealth
Management Company that caters to a wide range of clients that
are looking for advise on their investments and estate planning.

The main office for SFG is located in
The Villages in The Santa Fe Professional Building located at
8465 East CR 466, Suite 205, The Villages, FL 32162

SFG has other offices located in Tavares, Mount Dora, and Winter
Park Florida





Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

How

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

Find out more at: evanguidogroup. com
List of Services
Client Experience
Sample Client Reports

Qualifications CRD#: 4418691
FirmCRD#: 39-1236032
Series 7, 63, 65

Compensation/Fees I am a fee-based financial professional, Based on Assets, Commissions


Office Location One Sarasota Tower - 12th Floor,
Sarasota,FL  34236

Phone Number (941)9062829


About The Evan Guido Group- Private Wealth Management

Evan R. Guido We focus on retirement planning and Rising Dividend Portfolios.

Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining deep expertise, long-term perspective and a belief that integrity is irreplaceable, we focus on achieving Great outcomes. Done well. for our individual, corporate, institutional and municipal clients.
From 2004 - 2015, Baird has been recognized as one of the FORTUNE 100 Best Companies to Work For.
Baird has $135 billion in client assets as of March 31, 2015.
Baird Financial Advisors have been recognized in Barron's and other publications among the nation's top financial advisors.






TOM MCDERMOTT entered the insurance and financial industry in 1988. His desire and passion was to help others prepare for their long term income needs in retirement. He started in the little town of Cookeville, TN and was asked to move to Raleigh, NC a short time later to help with a struggling office. Tom accepted the challenge and turned the office around to be productive in a very short time. As a result of his hard work and his 'putting others first attitude,' he became one of the top five advisors with a national insurance company.

In 1993, Tom decided to go independent. That meant Tom could always put the clients interest in front of a companys interest. This created an even better opportunity for his clients. The independence allowed him to become one of the top advisors in the nation. Tom, in addition to working with clients, also works with agents and advisors around the United States. He has been described as 'The Advisor to the Advisor.'

Tom focuses on staying current with the issues and concerns that plague his clients. He has dedicated himself and his staff to staying current with issues and solutions available to better work with his clients. Tom has a team of attorneys and CPA's at his disposal to help with any legal and tax issue.

Qualifications CRD#: 4369434
FirmCRD#: 149414
Series 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 3010 3rd Street South,
Jacksonville,FL  32250

Phone Number (904)5005050


About A.P.A. F L.

Tom McDermott We are committed to maintaining the highest standards of
integrity and professionalism in our relationship with you, our
client. We endeavor to know and understand your financial
situation and provide you with only the highest quality
information, services, and products to help you reach your
goals.





Steve Holland has been Tampa Bay's trusted advisor for over 35 years. The founder of The Holland Group Retirement Wealth Advisors, he helps retirees and pre-retirees protect and grow their wealth.

Steve has delivered over 1,000 financial workshops, educating serious investors and teaching other financial advisors the importance of identifying portfolio risk through diversification, tax minimization and comprehensive estate planning. Steve and The Holland Group Retirement Wealth Advisors have been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters and many other publications.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 2637 McCormick Drive Suite #101,
Clearwater,FL  33759

Phone Number (727)7243334


About The Holland Group, Retirement Wealth Advisors LLC

The Holland Group Our mission is to help our clients make the best decisions for
their investments, income tax and estate planning needs.

When developing a financial plan for your future, it's important
for your financial professional to see a complete, 360-degree
view of your financial picture, including how your retirement
assets are integrated and work with one another.





Retirees today are blessed with the gift of better health and longevity. This blessing can have one unquestionable drawback, retirement savings have to go much further and must be very carefully managed to ensure lifestyle is maintained and assets are not outlived. With over 20 years of experience in the financial service industry, Rick Maraj has developed unique proprietary income planning strategies that have been adopted by countless pre and post retirees. Most of these proprietary and unique strategies are available to less than 1% of all Financial Advisors throughout the county. Mr. Maraj specializes in providing clarity and best – fit financial planning options customized to deliver the guaranteed portion of your portfolio. As an independent Financial Advisor, he focuses on asset protection and solutions for lifetime income.

Qualifications CRD#: 6639714
FirmCRD#: ---
Series 63, 65

Compensation/Fees I am a Fee-Based financial professional, Commissions, Flat Fee


Office Location 4506 Stickley Court,
Palmetto,FL  34221

Phone Number (941)9541513


About The Retire Advisory Group

The Retire Advisory Group We offer a very unique approach to "Retirement Income Planning".
We specialize in using "Principal Protected" products and
strategies that can provide a "guaranteed" income stream through
retirement. Our strategy will allow you to grow your money "Tax
Deferred" until you decide to withdraw "lifetime" income
payments. We will show you a way to participate in the upside
potential of the "Market" without suffering any losses due to a
declining market.We can offer assistance in areas of;income
planning and asset preservation.





Matthew E. Myland is an investment adviser representative (IAR) and the founder of Solomon API a registered investment advisory firm, (RIA)

Matthew is recognized as a leading financial educator and is the author of the books, ?Twelve Financial Pitfalls Seniors Should Avoid? and ?Annuity Lies?.

He is an adviser to advisers and trains throughout the country, educating advisers on their role in helping clients build a solid financial future based on an honest assessment of their situation and the best use of the financial tools available to meet their needs and objectives.

Matthew has been in the financial industry for more than twenty years, and he is passionate about helping consumers understand all of the options available to them.

Matthew has been married to his wife, Kelli, for more than twenty years, and they have a beautiful daughter, Mary. Kelli graduated from the University of Miami School of Music and has sung on the Norwegian Cruise Lines and with celebrities such as Rosemary Clooney.

Qualifications CRD#: 2912931
FirmCRD#: 159471
Series 63, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 1129 S. Hwy Us1 Suite 101,
Rockledge,FL  32955

Phone Number (321)5083911


About Solomon API

Matthew Myland This pursuit of understanding of the global economy and
financial markets, and translating that into great portfolios
has help build a distinct track record of success.

Part of what makes us unique is the value found in our
approach of focusing on highly-quantitative modeling. We
combine massive amounts of data; world-class computing power
and financial expertise to develop sophisticated trading
models. And we use technology to constantly refine our
investment process and our insight into how the markets will
behave. This approach to risk management and having systems in
place helps us to find distinctive opportunities, which
continues to fuel our growth as a company.

We embrace internally that our work in meaningful to the
relationships that have entrusted us. We require internally a
fierce focus on striving together for the highest levels of
truth and excellence, so that our work is simply not just
realized, but felt in our relationships.

We believe that creating excellent outcomes require applying
our understanding of how the world works, as reflected in our
principles.






Joined Financial Engines in 2016. Began his career in the financial services industry in 1997.
Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA.
Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami.
Hometown is Coral Springs, FL.
Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

Qualifications CRD#: 3047006
FirmCRD#: 104510
Series 7, 9, 10, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,FL  33431

2 S. University Dr. Suite 231,
Davie,FL  33324


201 South Biscayne Blvd. 28th Floor,
Miami,FL  33131


9100 S Dadeland Blvd. Suite 1500,
Pinecrest,FL  33156

Phone Number (954)7417775


About Financial Engines Advisors, LLC

Jonathon Kollra Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).






Joined Financial Engines in 2014. Began his career in the financial services industry in 1999.
Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA.
Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University.
Married to Asha. They have three children.

Qualifications CRD#: 2959892
FirmCRD#: 104510
Series 7, 9, 10, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,FL  33607

6151 Lake Osprey Drive Suite 313,
Sarasota,FL  34240

Phone Number (813)6611717

(941)3602727


About Financial Engines Advisors, LLC

Barry Cantrell II Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFSý) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

Qualifications CRD#: 4227548
FirmCRD#: 104510
Series 6, 7, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 4851 Tamiami Trail North,
Naples,FL  34103

9160 Forum Corporate Parkway,
Fort Myers,FL  33905

Phone Number (877)8573030


About Financial Engines Advisors, LLC

Sam Mazzola Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).






Joined Financial Engines in 2007. Began his career in the financial services industry in 1993.
Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
Bachelor's degree in Economics and Finance from the University of West Florida.
Hometown is Dunedin, FL.
Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

Qualifications CRD#: 1977387
FirmCRD#: 104510
Series 7, 8, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 4651 Salisbury Road,
Jacksonville,FL  32256

4865 North Wickham Road Suite 108,
Melbourne,FL  32940

Phone Number (904)6423939

(321)751-6162


About Financial Engines Advisors, LLC

Steve Crossett Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Jason Heinzelmann is a Founding Partner of Provident Wealth Management Group and a Registered Representative with LPL Financial. He holds the designation of Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning. Jason brings a broad range of experience gained over many years in financial services, first as a Market Maker and Proprietary Trader, and then as a Financial Advisor. As a business owner himself Jason understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jason specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jason to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jason has lived in the Tampa Bay area since 1993, having attended and graduated from the University of South Florida. Jason and his wife Emily are the proud parents of three children, Kaitlyn, Ben, and Ella.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees :---


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,FL  33607

Phone Number (813)2406655


About Provident Wealth Management Group

Jason Heinzelmann "The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times."We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client’s protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.





Jarrod Rutledge is a Founding Partner of Provident Wealth Management Group as well as a Registered Representative with LPL Financial. He holds the designation of CERTIFIED FINANCIAL PLANNER™. Jarrod brings a broad range of experience gained over many years as a financial advisor. As a business owner himself, Jarrod understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jarrod specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jarrod to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jarrod is a Florida native, and graduated from the University of South Florida. Jarrod and his wife Sarah are the proud parents of their 10 year old son Peyton, 8 year old daughter Kailey, and 2 year old daughter Rebekah.

Qualifications CRD#: 4769331
FirmCRD#: 6413
Series 7, 66

Compensation/Fees I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,FL  33607

Phone Number (813)2838413


About Provident Wealth Management Group

Jarrod Rutledge,  CFP® "The mission of Provident Wealth Management Group is to provide
each of our clients with unbiased well researched advice, industry
leading products, and exceptional personalized service, while
acting in their best interest at all times."We are independent
financial advisors with LPL Financial. We focus on the preservation
of wealth, investment growth, maintaining income during retirement
years, and our client’s protection needs. We provide our clients
with ongoing advice and support, periodic face-to-face service
meetings, portfolio rebalancing, and asset allocation analysis. At
Provident Wealth Management Group we work to benefit and enrich the
lives of our clients by upholding our high standard of care. We
work without the constraints of proprietary products, conflicts of
interest, or hidden agendas. We offer our clients unparalleled
financial advice and first-class service and investment
products. Securities offered through LPL Financial, member
FINRA/SIPC. Investment Advice offered through Provident Wealth
Management Group, A Registered Investment Advisor and separate
entity from LPL Financial.






I want to take a moment to introduce you to my family; my wife
Ana, and our children Sofia and Adam. Like all of my clients,
family is also my most valued asset. My personal and
professional choices reflect not only the values I had growing
up, but also my discipline as a pilot and officer in the
United States Air Force, my dedication as a father and
husband, and my devotion as a trusted financial professional.

I care about the process of helping people achieve success,
the significance of their desired life and financial outcomes,
and the life-altering consequences of not protecting against
risk.

As a pilot and officer in the USAF, I learned many lessons
that I now apply to my personal and professional life. The
military stresses a value system that puts family, country,
and others before self. It teaches people to lead, not just to
follow. These are all great lessons that I continue to respect
and follow.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees :---


Office Location 13191 Starkey Rd,
Tampa,FL  33609

Phone Number (727)5241427


About Harwood Financial Group

Robert Harwood We are wealth managers and we help financially successful people
navigate the challenging financial markets so that they can
benefit from their endeavors and enjoy their time in retirement.
We are a full service organization, from wealth management and
tax reduction strategies to asset protect and estate transition
planning. We do not measure our level of services against other
financial firms- that just wouldn't be good enough. We strive to
lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at
well-known firms such as Fidelity and TD Ameritrade. Through our
arrangements with these firms we will be able to manage your
finances in a manner that is aligned with your goals. We will
not earn commissions from the assets we manage; we are simply
paid a flat fee based on the assets we manage. When you do well,
we do well.





I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

Qualifications CRD#: 3084281
FirmCRD#: 146151
Series 6, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Maitland,FL  32751

Phone Number (407)6226669


About Wealth and Business Planning Group, LLC

Richard Reyes, CFP Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.





I follow a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care.
Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

Qualifications CRD#: 144600
FirmCRD#: ---
Series 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 953 NE Jensen Beach Blvd,
Jensen Beach,FL  34957

Phone Number (772)3349592


About Peak Capital Management

D. Michael Burleigh Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Seven Step Educational Process

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your stable allocation model
Optimize your investment allocations
Identify tax reduction and catastrophic protection strategies
Schedule regular periodic reviews

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.





For Philip Detlefs, helping people make the most of their financial assets is rewarding work. Philip enjoys guiding his clients as they implement the investment strategies that help them meet their financial and life goals.

As a financial advisor and family member of Investment Management Group, Philip takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans—helping to provide them with greater financial independence, peace of mind, and security.

Since joining the financial industry in 2001, Philip has help build and grow the family business. As an investment advisor representative, he helps protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including starting out, changing jobs, coping with unemployment, getting married, starting a family, buying a home, saving for college, starting a business, planning for retirement, Long-Term Care planning, planning an estate, planning for business succession, nearing retirement/retirement, loss of a spouse, financial windfall and getting divorced.

Philip graduated from the Florida State University with a bachelor's degree in Finance and Marketing. He holds series 7, 63 and 66 registrations. He also holds an RFC (registered financial consultant) certification and is a member of the IARFC (International Association of Registered Financial Consultants).

When he's not working, Philip enjoys spending time with his wife, Courtney and their two children Harrison and Olivia. Philip is an avid golfer and loves his FSU Seminoles football.

Qualifications CRD#: 4572116
FirmCRD#: 106594
Series 7, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 8771 Perimeter Park Court, Suite 103,
Jacksonville,FL  32216

Phone Number (904)3824278


About Investment Management Group

Philip Detlefs I am a Registered Investment Advisor representative and Registered Financial Consultant. I joined the firm in October 2001. Investment Management Group is an INDEPENDENT FAMILY-OWNED firm. I work with my father (who founded the firm in 1994), mother, 2 brothers and brother in-law and several others. As an independent family-owned firm, strive to demonstrate a consistent ability to protect and grow the hard-earned assets of our clients, many of whom have experienced major life changes including retirement, divorce, change of career, bought or sold a business or the loss of a spouse. We help individuals who are looking to save and invest towards retirement. We also advise individuals who have retired and are now in the distribution phase of retirement. We handle IRA rollovers for those who have old 401K or other plans with a previous employer. We believe in a holistic approach to financial planning which will encompass a wide array of investment solutions. We offer recommendations and advice ranging from life insurance to traditional savings accounts to fixed and variable annuities to our own custom mutual fund portfolios that we manage on a fee-based platform. I believe every type of investment option was created for the right person in the right situation. My job is to help individuals find those solutions that fit most appropriately to their particular situation. Come see why working with an INDEPENDENT AND FAMILY-OWNED firm makes a difference.






Edward A. McDonough BSME, MBA, CFP® specializes in helping individuals accumulate and preserve wealth. He has been working with clients and investments since 1987.

Ed graduated from Lehigh University in Bethlehem Pennsylvania with a Bachelor of Science degree in Mechanical Engineering. Upon graduation, he worked as a Petroleum Field Engineer in Texas for Schlumberger Well Services before deciding to return to Lehigh for his Masters in Business Administration. Ed, a deans list student, completed his MBA in Finance and landed a job selling computer hardware and software for IBM to Dupont, Inc. in Wilmington Delaware. After three exciting years at IBM, Ed decided to start an investment career with Smith Barney in Orlando Florida. Ed then completed his Certified Financial Planning licensing and grew his Financial planning business diligently for the next 12 years. In 1999, Ed sought independence and established McDonough Capital Management in downtown Orlando and affiliated with Raymond James. Now Ed is an independent registered investment advisor and principal with Triad Advisors.

Ed's goal is to establish, execute and maintain a tailored long-term financial investment plan for each client. Ed brings both experience and a commitment to client service. He combines a growth and income oriented philosophy with a sensitivity to risk tolerance and respect for preservation of capital and tax efficiency.

Ed resides in Southwest Orlando with his wife, Anne, and two children, Shannon and Evan. Ed is an avid golfer and enjoys basketball, boating, and other out door recreational activities with the family.

Qualifications CRD#: 1701165
FirmCRD#: 25803
Series 7, 24, 63, 65

Compensation/Fees :---


Office Location 6000 Turkey Lake Road,
Orlando,FL  32819

Phone Number (407)2489647


About McDonough Capital Management

Edward  McDonough, BSME, MBA, CFP We were founded with the goal of assisting our clients in
every aspect of their financial lives. We provide
comprehensive and personalized service utilizing state-of-the-
art software. For each of our clients we strive to help create
financial stability to provide financial independence.

OUR COMMITMENT

Our staff consists of experienced professionals with a "hands
on" approach to financial guidance. Not only are our team
members knowledgeable, but our staff truly cares about making
your dream a reality. We do everything in our power to keep
our clients focused on where they want to go, advise them on
how to get there, and continually remind them of the
importance of maintaining a disciplined approach to realizing
their dreams.

OUR PRINCIPLE

We are based on the principle that education and understanding
of one's current financial situation is vital to successfully
make prudent decisions concerning one's future financial
condition.





Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida.

A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors.

Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

Qualifications CRD#: 5419103
FirmCRD#: 148338
Series 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 9040 Town Center Parkway,
Lakewood Ranch,FL  34202

Phone Number (910)3520751


About Horizon Wealth Advisors

Dwight Pendola CFP® Horizon Wealth Advisors is a Registered Investment Advisor
based in Lakewood Ranch, Florida. We specialize in personal
asset management for high net worth individuals, families, and
institutions throughout Florida and Pennsylvania. Horizon
Wealth
Advisors offers the experience and sophistication of a large,
institutional investment firm, with a level of attention and
client service only an independent, locally-owned company can
provide.

As your adviser, our goal is to help you focus on the long-
term benefits of saving and investing today. We partner with
you, guiding you and your family to a future of financial
independence.

Together we will ensure that every aspect of your financial
life is working seamlessly so that you can enjoy retirement.

It is our fiduciary duty to provide suitable investment advice
and always act in your best interest.






Dr. Jeff Camarda, one of the “Best Financial Advisors in America” according to Barron’s, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he’s developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that’s real wealth leadership.

Besides the Barron’s honors, Jeff’s also been named one of WORTH Magazines’ “Top 250 advisors,” and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he’s completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM™) curriculum. He also holds a Master’s degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff’s written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

Qualifications CRD#: 1321857
FirmCRD#: ---
Series 65

Compensation/Fees I am a fee-only financial professional, Based on Assets


Office Location Serving Tampa,
Tampa,FL  33601

166 A1a,
Fleming Island & Ponte Vedra,FL  32082


Orlando Office,
Orlando,FL  32789

Phone Number (800)2621083


About Camarda Wealth Advisors, LLC

Dr.Jeff Camarda Camarda Wealth is nationally recognized and has been advising
successful families and managing their portfolios for decades.
Beyond CFA®-grade fiduciary fee-only portfolio management,
Camarda offers highly credentialed expertise in tax, estate,
asset protection, retirement income and other advanced
planning. This rare combination of sophisticated knowledge can
help families and business owners make and keep far more
wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly
named by Barron’s as “one of the best financial advisors in
America.” Barron’s calls ranked advisors like Jeff Camarda
“the best people in the business” and “truly great financial
advisors” and says that they are “accepted in the industry” as
the “top 1%” who set “the highest standards of their
profession.” He led the successful fight to compel the CFP®
Board to require honest disclosure of hidden commissions and
other consumer pitfalls, had his advice featured in the Wall
Street Journal for years, and quoted as a financial expert in
the national press for decades. Camarda Wealth is A+ rated by
the Better Business Bureau. Besides Barron’s, Jeff and the
firm have been regularly top-ranked by notable industry groups
such as the National Association of Board Certified Advisory
Practices, Bloomberg’s Wealth Manager, and others. Dr.
Camarda’s also an award-winning academic researcher,
specializing in advisor education and professionalism, senior
financial literacy, and value stock investing. His hobbies
include boating, art and antiques. He is active in Boy
Scouting at both the unit and regional board levels.





David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

Qualifications CRD#: 4766050
FirmCRD#: 421
Series 6, 7, 66

Compensation/Fees I am a fee-based financial professional, Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,FL  32819

Phone Number (407)2370116


About Sunrise Wealth Advisors

David I. Strunc, CRPC® - Founding Partner Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning.

Check out our commercial that airs on CNBC and TNT!





David N. Adams is a nearly lifelong resident of Jacksonville, Florida and has been in the financial services industry for over 30 years. He graduated Cum Laude and Phi Beta Kappa with degrees in Psychology and Business Management from Florida State University.

Mr. Adams has complimented his education in the financial services industry by earning designations as a Chartered Life Underwriter and Chartered Financial Consultant (CLU, ChFC) from the American College in Bryn Mawr, Pennsylvania.

He has earned registrations as a General Securities Registered Representative (Series-7), as an Investment Advisor Representative (Series-66) and as a Registered Principal/Branch Manager (Series-24). He is state licensed for life, health and disability insurance.

He is also a Life Underwriters Training Council Fellow (LUTCF) and is a qualifying member of the Million Dollar Round Table (MDRT).

David is a father of 2, Will age 24 a University of Florida graduate and Christine a 27 year old UF graduate and Nurse. They enjoy golf, scuba diving and snow skiing.

Qualifications CRD#: 1575083
FirmCRD#: 13626
Series 6, 7, 24, 63, 65, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 166 A1A North, Suite 101,
Ponte Vedra Beach,FL  32082

Phone Number (904)3390015


About DNA Financial Advisors

David Adams We are a fee-based financial planning and investment advisory business. We specialize in working with retirees and those approaching retirement.

Our comprehensive financial planning process starts with an analysis of a client's cash flow needs, time horizon and risk profile. We then utilize world class asset management tools and strategies to build a portfolio that is designed to both preserve and grow your principal and income. We offer tax managed, tax deferred and tax free investment solutions.

In addition to investment management, our financial planning process includes an evaluation and implementation of asset protection, tax and estate planning strategies, all with an objective to provide a growing income for life, tax efficient wealth transfers to loved ones and most of all, lasting peace of mind.





David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: estate planning, financial, income, and tax.


Certified Estate Planner (CEP®)
Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist)
Certified Senior Advisor (CSA)
Certified Financial Fiduciary (CFF)
Registered Investment Advisor (RIA) firm
Member of both the Better Business Bureau &
National Ethics Association
Paladin Member
B.A., Indiana University, Honors
Published: "Urban Land Use: Policy & Controls"
Elder & active member of his church, avid sports and exercise enthusiast,father, and married to a wonderful wife.
Strong advocate for the implementation and utilization of a multi-displinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.

Qualifications CRD#: 146512
FirmCRD#: 146512
Series 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 4651 salisbury Road,
Jacksonville,FL  32256

Phone Number (352)4336565


About R.E.A.P., Llc

David H. Morgan MSFS, CEP®, CFF The REAP Companies (Retirement & Estate Advisors &
Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and
individuals over the years. Our firm uses a robust team
approach to focus on retirement issues, estate planning needs
and other various financial challenges.

REAP is a professional firm designed to assist families in
protecting their assets and maintaining their standard of
living. The following is a partial list of services we provide:

Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues

Many families can better organize their estate, income,
financial and tax affairs when they know about the many
solutions that are available beyond what they are told by their
stockbrokers, accountants and attorneys.






Corporate History / Background

Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born.

This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest.

Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees :---


Office Location 165 Wells Rd,
Orange Park,FL  32073

Phone Number Phone Number:---


About Wealth Enhancement Group

Wealth Enhancement Group At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth.

With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement
income planning, insurance, and estate planning.

You get all the specialized knowledge you need, all through one point of contact.

Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.





CERTFIED FINANCIAL PLANNER TM

Over twenty-five years experience in the financial services industry.

20 years in present position as an independent Registered Investment Advisor Representative and Registered Principal. Registrations are held through LPL Financial.

Education :

B.A. University of Delaware

Stonier Graduate School of Banking

Boston University -Financial Planning CFP®

Qualifications CRD#: 2543647
FirmCRD#: 6413
Series 7, 24, 63, 65

Compensation/Fees I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 808 Polk Street,
Hollywood,FL  33019

Phone Number (954)9206644


About LPL Financial

Paul Porter,CFP® I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities





Ben holds a degree in Finance from the University of South Florida and is a Certified Financial Planner". In 2000 he began working in the financial industry as an equity trader for Navillus Securities, a Pennsylvania based broker-dealer. Prior to joining Sara-Bay he was VP of Marketing for EDMP Inc., a Tampa registered investment advisory firm

Qualifications CRD#: 4362335
FirmCRD#: 133443
Series 65

Compensation/Fees I am a Fee-Only financial professional, Based on Assets


Office Location 2201 Cantu Ct Ste. 217,
Sarasota,FL  34232

Phone Number (941)3718027


About Sara-Bay Financial

Benjamin Hard, CFP® Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. Our specialty is building and managing stock portfolios for individuals. We offer two basic strategies one for growth, and one for a more conservative income strategy. Each strategy typically consists of sixteen to twenty quality stocks of individual companies.

Sara-Bay has chosen Charles Schwab & Company, a leading discount brokerage firm as its custodian for client accounts. Clients receive monthly statements from Charles Schwab and can access and view their accounts and holdings online. In addition Sara-Bay financial can also provide statements, performance figures, and gain and loss reports at anytime. As a firm we are committed to the growth of our clients’ assets and developing long-term customer relationships





Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.

He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful.

Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling.

Armand is a member of the following Professional Associations & Organizations:

* College for Financial Planning Alumni Association
* Eckerd College Alumni Association
* Financial Planning Association of Tampa Bay
* Investment Management Consultants Association

Qualifications CRD#: 5167229
FirmCRD#: 112097
Series 7, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 5426 Bay Center Dr, Ste 575,
Tampa,FL  33609

Phone Number (727)6230346


About NBC Securities, Inc.

Armand Atkinson, MS, CFP, CIMA, AIF® Armand is an independent financial advisor with NBC Securities, Inc., located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.

Armand, his team, and NBC Securities, Inc., is ready to help you create the future you choose.






Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients.

Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.

Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).

Qualifications CRD#: 1199626
FirmCRD#: ---
Series 7, 24, 51, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 200 Ocean Trail Way,
Jupiter,FL  33477

Phone Number (678)8695585


About Ascend Wealth Management, LLC.

Andy Gentile, CFP®, CLU, ChFC, CLTC At Ascend Wealth Management we work with individuals and
businesses as they seek to make sound financial decisions. Our
coordinated approach to holistic financial planning is unique for each individual client.

Identifying your life goals can help you make the financial
decisions that will allow you to realize your dreams - for
tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future.

A comprehensive financial plan will clearly show how your goals
are interrelated, and serves as a framework for organizing the
pieces of your overall financial picture. Integrating your
coordinated financial plan with individually tailored strategies
will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.

Achieve new heights. Ascend.





Al Baker, CFP® began his financial career in 1983 with Lincoln Financial Group. He also spent 18 years with SWS Financial Services as an advisor before moving to Security Financial Management as an advisor. Al Baker is considered a true expert in retirement planning and portfolio management by many of his piers. If your looking for someone who truly wants to understand
your financial situation and help you achieve your goals, then you came to the right place.

Qualifications CRD#: 1035089
FirmCRD#: 15708
Series 6, 22, 62, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 2420 S Lakemont Ave,
Orlando,FL  32814

Phone Number (407)6444686


About Security Financial Management

Al Baker, CFP® Come in looking for a Financial Planner and Walk out with your very own C.F.O. There are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we’re responsive, experienced and thorough. Like your own C.F.O. should be.





A founding partner of Sunrise Wealth Advisors, Nick J. Russell is actively involved in his office as an Investment Advisor Representative and CRPC®.

Nick truly believes in dedicating year-round time and attention to each and every one of his clients.Nick specializes in subjects including (but not limited to) Investment Advisement, Wealth Management, Retirement Planning.

When he is not at the office, Nick enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.

Qualifications CRD#: 4955951
FirmCRD#: ---
Series 7, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd, Ste. 101,
Orlando,FL  32819

Phone Number (407)2370117


About Sunrise Wealth Advisors

Nick J. Russell, CRPC®   Founding Partner Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth
Advisors and developed the company via his firm belief that
clients should be able to receive unbiased financial guidance.

Nick has over 11 years of industry experience and currently
services his clients in Investment, Insurance, and
Financial Planning.




List of Additional Financial Advisors in Florida
Stratigraphic Asset Management, Inc. Coral Gables, FL
Rampersaud Wealth Management Oviedo, FL
FirsTrust Daytona Beach, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Edmp, Inc. Lutz, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Mas Advisors Llc Miami, FL
Investor Solutions Coconut Grove, FL
Bott-Anderson Partners, Inc Jacksonville, FL
Diversified Life, Inc Fort Walton Beach, FL
Edward Jones Mount Dora, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Purshe Kaplan Sterling Investments Marco Island, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Dac Asset Management Llc Naples, FL
Ameriprise Financial Services, Inc. Plantation, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Ned Davis Research Group Venice, FL
Newport Group Securities, Inc. Heathrow, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Northwestern Mutual Financial Network Clearwater, FL
LifePlan Advisors, Inc. Ormond Beach, FL
Provise Management Group, Llc Clearwater, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Greenberg Financial Group Delray Beach, FL
PlanMember Securities Jacksonville, FL
Arbor Financial Services of Florida, Inc. Melbourne, FL
Virji Investments, Inc. Lake Mary, FL
Sickle Hunter Financial Advisors Tampa, FL

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