Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
John S
Series 63, Series 66
Melbourne, FL
Edward Jones
John Sivolella is a financial advisor with Edward Jones in Melbourne, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branches.
Jessica B
Series 66
Satellite Beach, FL
Edward Jones
Jessica Bolton is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of advising, she is a 50% owner of M&B Ventures FL LLC, an aviation maintenance business in Satellite Beach, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.
Chelcey M
Series 66
Melbourne, FL
Raymond James Financial
Chelcey Madrid is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she serves as an operations manager at CPA Financial Enrichment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance services.
Alexander S
Series 65, Series 63
Melbourne, FL
Cetera
Alexander Schwarz is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses. Schwarz serves as a Special Missions Aviator in the United States Air Force Reserve, where he performs flight engineer and aerial gunner duties on combat rescue helicopters. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.
Jason V
Series 63, Series 65
Melbourne, FL
Edward Jones
Jason Vaughn is a financial advisor at Edward Jones in Melbourne, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, and Cetera. 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 solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.
Altair W
Series 66
Melbourne, FL
Edward Jones
Altair Watson is a financial advisor at Edward Jones in Melbourne, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Matthew S
Series 66
Indian Harbour Beach, FL
OSAIC
Matthew Scott is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Bankers Life Securities, Bankers Life & Casualty, Regions, Truist, and several other financial institutions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, while supporting legacy platforms and multiple third-party managed-account solutions.
John B
Series 63, Series 65
Melbourne, FL
LPL Enterprise
John Becker is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Melissa M
Series 63, Series 65
Melbourne, FL
LPL Financial
Melissa Mooneydomingue is a financial advisor with LPL Financial in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Coordinated Capital Securities, Inc. for nine years and has been self-employed since 1995. Outside of her advisory role, she operates Mooney Financial Services, LLC, which serves as the business entity for her LPL activities and investment-related purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, and institutions with a range of financial planning, asset management, and institutional platforms.
Denise H
Series 66
Melbourne, FL
Cetera
Denise Holloway is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She has worked at Avantax Investment Services and 1st Global Advisors, with earlier experience at Paul A. Bouvier, P.A. Denise serves as a bookkeeper for a local condominium association and assists family members through power of attorney responsibilities. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. It serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services across multiple program structures.
Daniel B
Series 66
Satellite Beach, FL
Raymond James Financial
Daniel Blaha is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James. Outside of his advisory role, he co-owns a rental property business with his wife and sells fixed and indexed insurance and annuity policies through an independent marketing organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with institutional consulting and portfolio management.
Whitney C
Series 66
Melbourne, FL
LPL Financial
Whitney Colton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Whitney worked at Agia and Valic Financial Advisors. She has a business entity, Colton Wealth, LLC, established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, combining scale with a broad range of advisory and non-advisory financial services.
Matthew L
Series 66
Melbourne, FL
Wells Fargo Advisors
Matthew Lamb is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously worked at LPL Financial for 13 years and Space Coast Credit Union for 11 years. Lamb is a Series 66 credential holder and owns a business called Bank-It S Corp outside of his advisory work. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.
Elizabeth B
Series 66
Melbourne, FL
Fidelity
Elizabeth Braze is a financial advisor with Fidelity in Melbourne, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Merrill, a Bank of America Company, Primerica, and DRB Capital. Outside of her advisory work, she is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.
Jake S
Series 66
Indialantic, FL
Edward Jones
Jake Sutherlin IV is a financial advisor with Edward Jones in Indialantic, FL, holding a Series 66 designation and 22 years of industry experience. He worked at Raymond James Financial Services, Inc. from 2003 to 2025 before joining Edward Jones in 2025. Outside of his advisory role, he owns a property through St. Clair Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Nicole W
Series 66
Melbourne, FL
LPL Financial
Nicole Wilbert is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has worked at Van Buren Wealth Management, Corebridge Financial, and PNC Wealth Management. Wilbert is based in Melbourne, FL. 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, with a focus on providing customizable investment strategies through a large network of investment adviser representatives.
Seth R
CFP®, Series 63, Series 66
Melbourne, FL
LPL Financial
Seth Riddle is a CFP® professional with 25 years of experience in the financial industry, currently serving with LPL Financial since 2009. Prior to this, he worked at Space Coast Credit Union for 16 years. He holds roles outside of his advisory work, including as Vice President of Huddleston, Robbins and Riddle, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.
Monique N
CFP®, Series 66
Melbourne, FL
Edward Jones
Monique Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for The Law Offices of Germain and McCarthy for nine years. She volunteers as a business mentor with the Florida Institute of Technology-WeVenture SBA mentorship program. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Joel S
Series 63, Series 66
Satellite Beach, FL
Edward Jones
Joel Sanders is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Big Blue for six years and 5nine for two years. 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 solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Timothy M
Series 66
Indialantic, FL
Cetera
Timothy Manko is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Sterling National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of independent advisors.
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.
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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide