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Jonathan W

CFP®, Series 63, Series 65

St Petersburg, FL

LPL Financial

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Charles Schwab, Payant Wealth Management Group, and Sagepoint Financial. Wilkins is also a commissioned notary in Parrish, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Gary H

CFP®, Series 63, Series 65

St.Petersburg, FL

LPL Financial

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Merrill and Raymond James Financial Services. He also manages Hummel Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through its network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Steven L

Series 66

St.Petersburg, FL

LPL Financial

Steven Laesser is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL in 2024, he worked at Raymond James Financial Services and Mettler-Toledo. He is involved with Serving the Lord Enterprises, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Mark W

Series 63

St.Petersburg, FL

LPL Financial

Mark Wolf is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. His career includes prior roles at Ash Brokerage and Raymond James Financial. He is also involved in two business entities related to tax and investment purposes in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Robert N

Series 63

St. Petersburg, FL

LPL Financial

Robert Nolan is a financial advisor at LPL Financial with 37 years of industry experience. He previously spent 14 years at Raymond James & Associates before joining LPL Financial in 2023. Nolan holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research-supported model portfolios and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 66

St.Petersburg, FL

LPL Financial

Michael Collins is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial and Raymond James Financial Services. Collins is also associated with Bluewater Financial and Agape Financial Inc. as investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management techniques.

College savings (529s, UTMA, etc.)
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Martin M

CFP®, Series 63

St Petersburg, FL

LPL Financial

Martin Mulligan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at OSAIC, Payant Wealth Management Group, Sagepoint Financial, and FSC Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Logan W

Series 66

St.Petersburg, FL

LPL Financial

Logan Wolf is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been associated with Bluewater Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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David Z

Series 66

St.Petersburg, FL

LPL Financial

David Zaccagnino is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Raymond James Financial Services. He is also involved with Seminole Wind Investments LLC, a business he has operated since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Robert T

Series 63, Series 65

St.Petersburg, FL

LPL Financial

Robert Torris is a financial advisor with LPL Financial based in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bluewater Financial for over 15 years each. Outside of advisory services, Torris is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Ryan R

CFP®, Series 66

St.Petersburg, FL

LPL Financial

Ryan Roy is a CFP®-designated financial advisor with 12 years of industry experience, currently associated with LPL Financial in St. Petersburg, FL. His prior roles include positions at Raymond James Financial Advisor, Wells Fargo Clearing, and Bluewater Financial. Roy is involved with BlackHealth Partners, contributing approximately 10 hours per month in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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James S

CFP®, Series 66

St.Petersburg, FL

LPL Financial

James Spicer is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 designations and over 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Merrill. He is also involved in other business activities through James B. Spicer LLC and Blackheath Partners. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

College savings (529s, UTMA, etc.)
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