user avatar

Jaran Campbell Day

Advisor at Opinicus — Tampa, FL

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Tampa, FL 33629

Opinicus logo

Opinicus

Supported

Total advisors

4

Clients per advisor

52 Typical

Avg AUM per client

$1,132,259 High

HNW client ratio

39% High

About

Jaran Day is a financial advisor at Opinicus with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Opinicus Financial Group in various capacities since 2015. In addition to his advisory role, he is a licensed independent insurance agent managing client insurance needs. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan services. The firm emphasizes comprehensive financial plans and employs a multi-disciplinary investment process that includes tax-aware strategies and collaboration with CPAs.

Client services

Based on Opinicus

Financial planning Portfolio management Selection of other advisers Retirement planning services

Expertise

Based on Opinicus

Business exit / sale strategy Charitable giving tax strategies Retirement income strategy Tax-loss harvesting Concentrated stock management

Occupation focus

Based on Opinicus

Founder/Business Owner Executive

Demographic focus

Based on Opinicus

Established Professionals Approaching retirement Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed financial planning fees starting at $3,500

Percentage

$0 - $10,000,000: 0.68% annually $10,000,000+: 0.40% annually

Commissions

Insurance products sold by IARs pay commissions; separate from advisory fees

Project-based

Hourly fees range from $85 to $500 depending on specialist and complexity

Other

Account minimum: $500,000 Minimum fee: Minimum program fees: WAC Semi-Annual $4,200/year; WAC Semi-Annual with Tax $7,200/year; WAC Program $2,400/year; Fixed financial planning fees begin at $3,500 Fee-only: Financial planning fixed fees starting at $3,500; hourly fees $85 to $500; Wealth Advancement Consulting program fees (e.g., WAC Semi-Annual $4,200/year; WAC Semi-Annual with Tax $7,200/year); fees are negotiable

Location

Tampa, FL

3014 West Palmira Ave, Ste. 201

Tampa FL 33629

Advisors at this office

4

Most active in

Florida · Texas

Work history

23 years of industry experience

Opinicus Financial Group, Inc.

2021 - Present • 5 years

Tampa, FL

Opinicus Financial Group, Inc.

2015 - 2021 • 6 years

Tampa, FL

OPINICUS Capital Inc dba Opinicus

2015 - Present • 11 years

Tampa, FL

LPL Financial

2015 - 2018 • 3 years

Tampa, FL

Wells Fargo Clearing

2010 - 2015 • 5 years

FL

Truist Investment Services, INC.

2008 - 2010 • 2 years

FL

Disclosures

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

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
user avatar

Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals

Jeff S

CFP®, Series 63, Series 66

Tampa, FL

Water Street Wealth Management

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Self-Employed Sales Professional Technology Professional Established Professionals Approaching retirement Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
user avatar

Luke M

Series 66, Series 7

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Tax-loss harvesting Retirement income strategy
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)