Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

239 advisors near
32304

Out of 400,000+ nationwide

user avatar
firm logo

Alexander H

Series 63, Series 65

Quincy, FL

LPL Financial

Alexander Hinson Jr. is a financial advisor with LPL Financial in Quincy, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Capital City Banc, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is involved in an art and design venture called ALH STUDIO. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with its advisors utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Eric N

Series 66

Tallahassee, FL

LPL Financial

Eric Null is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he served 11 years in the United States Army. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Stephen M

Series 63, Series 66

Tallahassee, FL

Edward Jones

Stephen Mc Clelland is a financial advisor with Edward Jones in Tallahassee, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he co-owns 21 acres of agricultural land used for migratory bird hunting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
user avatar
firm logo

Ty M

Series 66

Tallahassee, FL

Edward Jones

Ty Mc Clelland is a financial advisor with Edward Jones in Tallahassee, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Fishing Hole, Blu Halo, Hurricanes Bar and Grill, and the City of Tallahassee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

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

Tony G

Series 66

Tallahassee, FL

Merrill

Tony Guerra is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he joined in 2015. He specializes in creating personalized retirement strategies for businesses, affluent families, and individuals, including business owners and corporate executives. Tony serves as a Merrill Retirement Benefits Consultant, advising corporations on their retirement programs, and also works with professional athletes and individuals in the entertainment industry addressing their financial needs. His client focus includes college education planning, divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, individual and corporate investment strategy, and retirement income. Tony holds a Bachelor of Science degree in Finance from Florida State University. He carries several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He is registered with FINRA through his Series 7 and Series 66 licenses and holds Life, Health, Variable Annuity, and Long Term Care insurance licenses. Born in New Jersey and raised in Naples, Florida, Tony resides in Tallahassee with his wife and their dog. Outside of his professional responsibilities, he is active in his community and volunteers his time. His personal interests include playing pickleball, basketball, golf, spending time at the beach and on the water, as well as traveling with family.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Professional Athlete Entertainment Industry
user avatar
firm logo

Lyle F

Series 66

Tallahassee, FL

Raymond James & Associates

Lyle Floyd is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kohlman M

Series 66

Tallahassee, FL

Morgan Stanley

Kohlman Minter is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and five years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of finance, Minter has been a partner in Stanish and Minter Oyster Company, an agricultural business, since 2017. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and approved tools, offering planning without individual security recommendations as part of standalone programs.

General estate planning guidance
user avatar
firm logo

Ryan P

Series 66

Tallahassee, FL

LPL Financial

Ryan Petteruti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Waddell & Reed and various firms in accounting and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua G

Series 63, Series 66

Tallahassee, FL

Charles Schwab

Joshua Gravois is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at T Rowe Price, Charles Schwab Bank, FirstBank, and service in the U.S. Air Force Reserves. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized supervisory and custody arrangements.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Pilar S

Series 63, Series 65

Tallahassee, FL

Ameriprise

Pilar Santamaria is a financial advisor with Ameriprise in Tallahassee, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Asset Living and Target. She also works as a Registered Client Service Representative for Centennial/Happy State Bank, supporting financial advisors and client account maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice with a focus on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Gloria W

Series 66

Tallahassee, FL

Wells Fargo Advisors

Gloria Woodford is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and 16 years of industry experience. She has worked within various Wells Fargo entities since 1999 and serves as a notary public in Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Gregory M

Series 66

Tallahassee, FL

LPL Financial

Gregory Mayes is a financial advisor with LPL Financial in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Capital City Bank, SunTrust Advisory Services, and Merrill, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Michael R

Series 63, Series 66

Tallahassee, FL

Merrill

Michael Robinson is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 25 years of experience, he focuses on assisting successful individuals, families, and business owners through the financially significant years leading up to and during retirement. He specializes in aligning investments, retirement income, and long-term wealth strategies with clients' life goals. As a CERTIFIED FINANCIAL PLANNER® professional, Michael employs a methodical approach that combines tailored financial planning with disciplined portfolio management. His expertise includes retirement planning, investment management, tax-efficient wealth transfer, risk management, and legacy planning. He leads an eight-person advisory team that has been recognized by Forbes on the Best-in-State Wealth Management Teams list from 2023 through 2026. Individually, he was named to the Forbes | SHOOK® Best-in-State Wealth Advisors list in 2024, 2025, and 2026. Michael holds a Bachelor's Degree from Florida State University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is involved with organizations such as the Maclay School, Ronald McDonald House, and Trinity Methodist. His personal interests include antiquing, boating, camping, cooking, fishing, reading, scuba diving, and spending time with his family.

Wealth management Retirement income strategy Retirement withdrawal strategies Multi-generational wealth transfer Charitable giving & philanthropy Approaching retirement Parents Values-based investing Women's Finance Women Professionals
user avatar
firm logo

William H

Series 63, Series 65

Tallahassee, FL

Raymond James & Associates

William Hagen is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Raymond James & Associates since 2013. Hagen serves as a director on the board of the Florida State University Boosters, supporting Florida State Athletics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jacob D

Series 66

Tallahassee, FL

LPL Financial

Jacob Daus is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His background includes roles with the Washington Football Team, Seminole Boosters, Inc., and Florida State University athletics programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Amelia E

Series 66

Tallahassee, FL

Merrill

Amelia Eaton is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2005 and is currently part of the DWFDA Wealth Management Group. Amelia previously worked as a Financial Solutions Advisor and Central Supervision Principal in Jacksonville, Florida, before relocating to Tallahassee in 2014. Amelia holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and a Master of Business Administration from Jacksonville University. She possesses several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Certified Divorce Financial Analyst (CDFA), and holds multiple FINRA registrations such as Series 7, Series 66, Series 26, Series 9, and Series 10. As a Senior Portfolio Advisor, she provides traditional financial advice and develops custom investment strategies, managing client portfolios within the firm's Investment Advisory Program. Her areas of expertise include retirement income planning, analyzing social security benefits, assessing tax impacts on portfolios, and projecting future cash flows. Amelia is also experienced in college education planning, divorce transition planning, family wealth management strategies, legacy planning, and socially responsible investing. Outside of her professional role, Amelia enjoys biking, cooking, traveling, and spending time with her husband and son.

Annuities Long-term care insurance Life insurance needs analysis Retirement income strategy Social Security optimization Financial Professional Young Families Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Jon D

Series 63, Series 66

Tallahassee, FL

LPL Financial

Jon Dasher is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Capital City Bank, Capital City Trust Company, Morgan Keegan & Company, LLC, and Seminole Boosters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, with access to model portfolios, third-party management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Danna C

Series 66

Tallahassee, FL

Raymond James & Associates

Danna Campbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James since 2011 and previously spent 12 years at Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Wyatt B

Series 66

Tallahassee, FL

Raymond James & Associates

Wyatt Brooks is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2011. He also serves as Power of Attorney for a family member. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Gary M

Series 63, Series 65

Tallahassee, FL

Merrill

Gary Merriman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 1994. He delivers highly personalized advice to individuals and business owners, helping clients develop, execute, and monitor tailored plans aimed at maximizing success toward their financial goals while managing risk. His expertise encompasses strategic and tactical investment management, estate planning, tax minimization, liability management, asset preservation, and services related to personal retirement, family wealth management, philanthropic planning, and endowment consulting. Gary holds a Bachelor of Science degree in Mathematics from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with professional and community organizations, including Student Affairs at the University of Georgia and his church. Residing in Tallahassee with his wife Lynn, Gary has a son named Brian and remembers his late son Michael, in whose memory he supports a scholarship at the University of Georgia Disability Resource Center. Outside of work, his personal interests include biking, fishing, football, golfing, hunting, music, skiing, softball, and table tennis.

Wealth management Retirement income strategy Charitable giving & philanthropy
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”)