user avatar

Byron Judd Firestone

Advisor at Wells Fargo Clearing — Punta Gorda, FL Burnt Store Rd

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Punta Gorda, FL 33950

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,472 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Byron Firestone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of more than 14,000 financial advisors and approximately $671 billion in assets under management.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Punta Gorda, FL Burnt Store Rd

10001 Burnt Store Rd

Punta Gorda FL 33950

Advisors at this office

2

Most active in

Florida · Texas

Work history

11 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Naples, FL

WELLS FARGO Advisors, LLC

2015 - 2016 • 1 year

Naples, FL

Wells FArgo Bank NA

2015 - Present • 11 years

Naples, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jason V

Series 66

Port Charlotte, FL

Stirlingshire Investments

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Retirement income strategy Active portfolio management Income planning Annuities Early retirement planning Approaching retirement

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Founder/Business Owner Gen X (Born 1965-1980)
user avatar

Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC in Port Charlotte, FL, holding a Series 65 designation with 14 years of industry experience. He has worked at Elm Tree Capital Management since 2010 and at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, especially those approaching or in retirement. The firm provides discretionary portfolio management and focused credit-analysis services, using a blend of fixed-income credit discipline and valuation-conscious equity analysis within a relative-value framework.

General retirement planning Income planning Concentrated stock management Approaching retirement
user avatar

Christopher K

CFA®

Port Charlotte, FL

R.W. Roge & Company, Inc

Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.

Wealth management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

David H

Series 63, Series 65

Port Charlotte, FL

Lci Advisors

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Jeffrey T

Series 65

Port Charlotte, FL

Ideal Retirement Solutions

Jeffrey Tamas is a financial advisor with Ideal Retirement Solutions and holds a Series 65 designation. He has 10 years of industry experience and has worked with firms including MWA Financial Services and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate planning coordination through the Wealth.com platform. The firm employs both technical analysis and a mix of long- and short-term trading strategies, utilizing a range of investment vehicles including mutual funds, equities, fixed income, and insurance products.

Retirement income strategy Annuities Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")