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Scott N

Series 66

Tampa, FL

Merrill

Scott Nightingale is a financial advisor with Merrill in Tampa, FL, holding a Series 66 credential and seven years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he occasionally sells and trades items on eBay to generate profit. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Sara O

Series 66

Lakeland, FL

LPL Financial

Sara Oppenheimer is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Southeastern University, SHR Human Resources, Weigand & Sons, and the Omaha Sports Academy. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Andy G

Series 66

Riverview, FL

Thrivent Investment Management

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
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Douglas W

CFP®, Series 66

Brandon, FL

Cambridge Investment Research Advisors

Douglas Wilkinson is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at First Command Financial Planning. Outside of his advisory role, Wilkinson is an independent insurance agent and owns a financial planning business in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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James N

Series 63, Series 65

Lakeland, FL

Merrill

James Northrup is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that align with their individual financial goals. Drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, he helps clients navigate changing market conditions. James holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Florida Southern College. He is committed to community engagement and participates in volunteer activities within the communities he serves. His approach emphasizes collaboration with clients to create flexible financial strategies tailored to their long-term objectives.

Wealth management
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Darren B

Series 65, Series 66

Tampa, FL

OSAIC

Darren Brewis is a financial advisor at OSAIC Wealth, Inc. with 30 years of industry experience. He holds Series 65 and Series 66 designations and has worked at OSAIC since 2018, following a 23-year tenure at Signator Investors, Inc. Brewis is also active as President of Platinum Financial Network LLC, a business involved in securities, investment advisory, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios incorporating various asset types, managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hope C

Series 66

Tampa, FL

LPL Financial

Hope Clough is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she was affiliated with Cuna Brokerage Services, Inc. and Suncoast Schools FCU, where she also serves as a financial institution consultant. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management along with research and model portfolio options.

College savings (529s, UTMA, etc.)
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Jonathan P

Series 66

Lakeland, FL

Merrill

Jonathan Pate is a financial advisor at Merrill with a Series 66 designation and 11 years of industry experience. He has worked with Merrill since 2015 and is currently associated with Bank of America, N.A. since 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Laura H

Series 66

Lakeland, FL

LPL Financial

Laura Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 43 years of industry experience. She has been with LPL Financial since 2019 and has a long-standing affiliation with Allen & Company of Florida, LLC, dating back to 1983. 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 advisors. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

College savings (529s, UTMA, etc.)
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Kenneth D

Series 66

Lakeland, FL

Edward Jones

Kenneth Dunkel is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Smurfit Westrock, Costa Verde Imports, Nature's Way Farms, Fernlea Flowers, and Costa Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

Lakeland, FL

Ameriprise

Katherine Mc Kinley is a CFP®-certified financial advisor with 18 years of experience, currently with Ameriprise in Lakeland, FL. She has worked at Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gustavo B

Series 65

Tampa, FL

Cambridge Investment Research Advisors

Gustavo Bustamante is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. He has been with Cambridge since 2021 and also leads Major League Tax & Financial Planning LLC, a tax services firm he has operated since 2007. Bustamante serves as a director on the board of Club Venezuela Inc., a community organization in Tampa. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides multiple investment platforms and strategies through a network of independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Melissa M

Series 66

Lakeland, FL

LPL Financial

Melissa Mckinney is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2019 and has concurrently worked at Allen & Co since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage 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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Rufus H

Series 63, Series 66

Tampa, FL

LPL Financial

Rufus Hawkins II is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fifth Third Securities. He also serves as an advisor at Suncoast Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable 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 management, model portfolios, and retirement plan consulting.

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

Series 63, Series 66

Tampa, FL

LPL Financial

Zehra Candler is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc., with nearly a decade of service at USAA Financial Planning Services. Zehra is involved in managing Candler Wealth Management, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and diversified strategies.

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

Series 66

Brandon, FL

LPL Financial

Ryan Hughes is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 designation and bringing 36 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by both in-house and third-party resources.

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

Series 63, Series 65

Lakeland, FL

Cambridge Investment Research Advisors

Danny Clark is a financial advisor with Cambridge Investment Research Advisors in Lakeland, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he acts as an independent insurance agent and operates his own financial professional business under DH Clark LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of strategies including proprietary models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brad S

Series 66

Lakeland, FL

LPL Financial

Brad Stainsby is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including 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 and financial planning services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

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

Series 66

Valrico, FL

Edward Jones

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

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

Series 66

Wesley Chapel, FL

Merrill

Robert Severin is a financial advisor with Merrill in Wesley Chapel, FL, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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