Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
25 years
Location
Tampa, FL 33609
Lanark Financial, Inc.
Multi-team
Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.
Based on Lanark Financial, Inc.
Based on Lanark Financial, Inc.
Flat fees for financial planning generally do not exceed $10,000 for individual clients, subject to complexity and scope
$0 - $250,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $250,001 - $1,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $1,000,001 - $5,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $5,000,001+: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile
Lanark and Lanark FA may receive commissions on the recommendation and sale of other financial products such as insurance and variable insurance products
Hourly fees for financial planning and investment advice negotiable; specifics disclosed in client agreement
Performance-based fees may be negotiated for qualified clients under Rule 205-3; specifics per client agreement
Account minimum: $50,000 Minimum fee: Minimum Program Fees may be applied per Account and may vary by IA Program (exact amounts disclosed in Client Profile) Fee-only: Fees for financial planning and investment advice may be negotiated as hourly, fixed fee, or asset-based; flat fees generally do not exceed $10,000 for individual clients
Tampa, FL
5401 W. Kennedy Blvd, Suite 460
Tampa FL 33609
Advisors at this office
5
Florida · Oregon · Washington
25 years of industry experience
NBC Securities
2015 - Present • 11 years
Tampa, FL
JHS Capital Advisors, LLC
2010 - 2015 • 5 years
Tampa, FL
Gunnallen Financial, Inc.
2001 - 2010 • 9 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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.
Verified by Warmer
Book time directly with this advisor
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.
Verified by Warmer
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.
Verified by Warmer
CFP®, Series 63, Series 66
Tampa, FL
Farther
Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.
Verified by Warmer
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.
Verified by Warmer
Series 66
Tampa, FL
Valic Financial Advisors
Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors 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.
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