Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,313 advisors near
33301

Out of 400,000+ nationwide

user avatar
firm logo

Kenneth D

Series 63, Series 65

Fort Lauderdale, FL

Advisors Capital Management, LLC

Kenneth Deane is a financial advisor at Advisors Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Pacific Financial Group, Inc. and AC Funds, LLC, where he is a managing member and majority owner. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers custom private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Gavin B

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Gavin Banta II is a financial advisor with Thurston Springer Advisors in Fort Lauderdale, FL. He holds a Series 66 designation and has recently begun his career after five years at Florida State University and Pine Crest School. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including discretionary and non-discretionary programs, and operates under a structure that includes affiliated broker-dealer and insurance agencies.

General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Christopher B

CFA®, Series 66, Series 63

Fort Lauderdale, FL

Cyndeo Wealth Partners

Christopher Beller is a CFA® charterholder with six years of industry experience. He is currently with Cyndeo Wealth Partners and has previously worked at Daybright Financial, JP Morgan Securities LLC, and JPMorgan Chase Bank, NA. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory. The firm utilizes customized portfolios through internal models or third-party managers and offers a private investment vehicle targeting income and diversification beyond traditional fixed income.

Business ownership considerations Business exit / sale strategy Wealth management Family Business Founder/Business Owner Executive
user avatar
firm logo

Eric Z

Series 63

Fort Lauderdale, FL

Provenance Wealth Advisors

Eric Zeitlin is a financial advisor at Provenance Wealth Advisors with 33 years of industry experience. He holds the Series 63 credential and has worked with firms including Raymond James Financial Services Advisors Inc. and PWA Securities, LLC. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation and holds several business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individual, retirement plan, trust, estate, charitable, and business clients. The firm offers portfolio management, financial and retirement planning, and consulting services using a multi-custodial platform with a variety of investment strategies.

Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Jeff S

Series 66

Hallandale, FL

Ausdal Financial Partners, Inc.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Gabriel S

Series 63, Series 66

Cooper City, FL

Cornerstone Wealth Management, LLC

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar
firm logo

Davied M

Series 66, Series 63

Pembroke Pines, FL

Creativeone Wealth, LLC

Davied Miller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Fidelity Investments and David Lerner Associates. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and a mix of third-party managers, employing various investment approaches including modern portfolio theory and quantitative analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar
firm logo

Gerald H

CFP®, Series 63

Ft. Lauderdale, FL

Kovack Advisors, inc.

Gerald Hoenings is a CFP® with 34 years of industry experience, currently serving at Kovack Advisors, Inc. since 2007. In addition to his advisory role, he is a Certified Public Accountant and president of two tax preparation firms, Pinnacle Tax of Jupiter and Pinnacle Tax of Palm Beach. He also manages an online fitness equipment business, BGE Ventures, LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management with a focus on diversified asset-class exposure primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Steven W

PFS™, Series 63

Ft. Lauderdale, FL

Kovack Advisors, inc.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds the PFS™ designation and Series 63 license. His career includes long-term roles at Kovack Advisors and Kovack Securities, as well as ownership of S R Wright & Company, P.A., a CPA firm specializing in tax return, estate, and asset protection planning. Outside of his advisory work, he is involved in managing a CPA firm and a tax and accounting service for trusts and estates, along with a cattle operation. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management through an account aggregation service.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Michael W

Series 66

Fort Lauderdale, FL

New Edge Wealth

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
user avatar
firm logo

Guilherme G

Series 66

Weston, FL

Bolton Securities Corporation

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Gregory B

CFP®, Series 63

Ft Lauderdale, FL

Arax Advisory Partners

Gregory Bayer is a CFP® with 40 years of experience in the financial services industry. He currently serves as a financial advisor at Arax Advisory Partners and has previously worked at Cetera and Cetera Advisors LLC. Outside of advising, he is an author of a published book titled "Mile & Honey" and is an owner and president of a holding company. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Michel T

Series 63, Series 65

Ft. Lauderdale, FL

Kovack Advisors, inc.

Michel Tsaparlis is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party managers and providing comprehensive financial planning and account aggregation services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Michael L

Series 63, Series 65

Wilton Manors, FL

Asset Allocation Strategies, LLC

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Options & derivatives strategies General retirement planning
user avatar
firm logo

Isabelle S

Series 66

Ft. Lauderdale, FL

Kovack Advisors, inc.

Isabelle Shick is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Kovack Advisors since 2011. Outside of her advisory role, she spends part of her time as a fixed insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Julia V

Series 65

Davie, FL

Impact Partnership Wealth, LLC

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Adam L

Series 63, Series 65

Lighthouse Point, FL

Aegis Capital Corp.

Adam Lorraine is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis since 2013. Outside of his advisory role, he is the CEO of Dynamic Capital Holding LLC, a firm that provides quantitative technical analysis to institutional clients. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing trade execution, clearing, custody, and reporting services across discretionary and non-discretionary account options.

Concentrated stock management
user avatar
firm logo

Joseph K

Series 66

Fort Lauderdale, FL

Provenance Wealth Advisors

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 credential and bringing 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and spent ten years at Raymond James Financial Services Advisors Inc. Karl serves as a board member for both the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. He is also involved in a self-directed investment club. Provenance Wealth Advisors manages approximately $3.63 billion in client assets and provides portfolio management, financial planning, retirement planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes multiple custodial platforms and a variety of investment strategies, including equities, ETFs, mutual funds, corporate and municipal securities, and option strategies.

Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Noel L

Series 65

Ft. Lauderdale, FL

Verdence Capital Advisors, LLC

Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

Private / alternative investments Family Business Charitable giving & philanthropy Professional Athlete Entertainment Industry Founder/Business Owner
user avatar
firm logo

Lindell D

CFP®, Series 63, Series 65

Ft. Lauderdale, FL

Kovack Advisors, inc.

Lindell Douglas is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2018. His prior roles include positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of financial advising, he is president of The Galleon Foundation, a scholarship nonprofit, serves as a minister with Lindell Douglas Global Ministries, and is an author. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm’s investment approach focuses on diversified asset-class exposure using mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")