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Susan Ann Bonanno

Advisor at LPL Financial — Okeechobee, FL

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Okeechobee, FL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,477 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She worked at Lincoln Investment Planning for 12 years before joining LPL Financial in 2025. Outside of her advisory work, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Okeechobee, FL

Okeechobee FL

Advisors at this office

1

Most active in

Florida

Work history

34 years of industry experience

LPL Financial

2025 - Present • 1 year

Okeechobee, FL

Lincoln Investment Planning

2013 - 2025 • 12 years

Palm Beach Gardens, FL

Disclosures

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

Business activities & affiliations

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Sean K

Series 63, Series 65

Okeechobee, FL

Stark Financial Advisers, Inc.

Sean Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with R.M. Stark & Co., Inc. since 1996. Outside of finance, Kilmartin is co-founder and general manager of USA Select Basketball, LLC, which helps American basketball players find professional opportunities internationally. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, retirement plans, corporations, and other entities. The firm employs an asset-allocation driven approach using fundamental and technical analysis, offering a range of portfolio strategies from conservative to aggressive.

Options & derivatives strategies
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Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Gary Stark is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63, 65, and 66 licenses and has 53 years of industry experience. His career includes extensive tenure at R.M. Stark & Co., Inc. and Stark Financial Advisers, Inc., with overlapping roles at both firms dating back to 1994. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options in separately managed accounts.

Options & derivatives strategies
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Cameron T

Series 63, Series 65

Okeechobee, FL

Eagle Strategies (NY Life)

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) based in Okeechobee, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has been affiliated with Eagle Strategies and its related entities since 2015. Tewksbury serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Bryan F

Series 66

Okeechobee, FL

Edward Jones

Bryan Finnegan is a financial advisor at Edward Jones in Okeechobee, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Ally Financial for seven years and Deloitte for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael C

PFS™, Series 66

Okeechobee, FL

Cetera

Michael Costopoulos is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. He has worked across multiple affiliated firms including Copperleafe Wealth Management and Costopoulos & Associates, LLC. Outside of advisory work, he is a CPA partner at Costopoulos & Helton, P.A., providing accounting, tax, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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