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Susan Bonanno

Advisor at LPL Financial

Updated today

Location

Okeechobee, FL

Credentials

Series 63, Series 65

Industry experience

34 years

About

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial. Outside of her advisory role, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Okeechobee, FL

Most active in

Florida

Work history

LPL Financial

2025 - Present (1 year)

Lincoln Investment Planning

2013 - 2025 (12 years)

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 with Stark Financial Advisers, Inc., holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Stark Financial Advisers since 2015 and has worked with R.M. Stark & Co., Inc. since 1996. Outside of finance, he is co-founder, general manager, and head coach of USASelect Basketball, LLC, an organization that helps American basketball players find professional opportunities internationally. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm uses an asset-allocation driven approach combining fundamental and technical analysis and offers a range of portfolio strategies, including options and derivatives, primarily through its Wealth Allocation Program and separate asset management agreements.

Options & derivatives strategies
user avatar

Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Gary Stark is a financial advisor at Stark Financial Advisers, Inc. with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked extensively at both Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc. since 1994. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets 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 in separately managed accounts.

Options & derivatives strategies
user avatar

Cameron T

Series 63, Series 65

Okeechobee, FL

Eagle Strategies (NY Life)

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) in Okeechobee, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and Nylife Securities LLC since 2017. Outside of his advisory role, he serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Bryan F

Series 66

Okeechobee, FL

Edward Jones

Bryan Finnegan is a financial advisor at Edward Jones in Okeechobee, Florida, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Ally Financial for seven years, Deloitte for one year, and SAS Institute for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary advisory strategies supported by a nationwide network of more than 23,700 financial advisors.

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 24 years of industry experience. He is also a partner and CPA at Costopoulos & Helton, P.A., an accounting and tax consulting firm he has been involved with since 1982. Additionally, he serves as a trustee and personal representative for probate and trust management and holds a notary public commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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