Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Jonathon B

Series 65

Orlando, FL

Hoxton Wealth

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Passive / index investing Active portfolio management
user avatar
firm logo

Justin S

CFP®, Series 63, Series 66

Altamonte Springs, FL

Certified Advisory Corp

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Altug D

CFA®, Series 66

Winter Springs, FL

Madison Partners

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Kristina L

Series 65

Orlando, FL

International Assets Investment Management, LLC

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs to implement strategies.

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

Paul M

Series 65

Orlando, FL

Hoxton Wealth

Paul Molloy is a financial advisor with Hoxton Wealth, holding a Series 65 designation and four years of industry experience. He previously worked at St. James's Place Wealth Management from 2014 to 2021. He is also involved with Hoxton Capital Management FZE, which focuses on promoting financial investment opportunities in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and actively managed funds, with an emphasis on non-discretionary management and regular portfolio reviews.

Passive / index investing Active portfolio management
user avatar
firm logo

Gregory C

Series 66

Orlando, FL

ValMark Advisers, Inc.

Gregory Cahill II is a financial advisor at ValMark Advisers, Inc. in Orlando, FL, holding a Series 66 designation with five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he worked at Lion Street Financial and has entrepreneurial experience as co-owner of an ice cream shoppe, DaKine Creamery LLC. He is also the managing director of NQ Fiduciary Services LLC, providing advisory services focused on life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based investment management and financial planning services. The firm utilizes proprietary and third-party platforms, emphasizing multi-asset allocation primarily through mutual funds, ETFs, and approved managers, and provides various advisory and consulting services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar
firm logo

Richard F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Richard Flecca is a financial advisor at International Assets Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Cetera Advisors. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs as part of its investment approach.

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

Ravinder G

Series 65

Orlando, FL

Hoxton Wealth

Ravinder Gill is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has worked at multiple related Hoxton entities since 2019. His prior experience includes a year at deVere Group and four years at Reach. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm operates mainly on a non-discretionary basis, constructing risk-based model portfolios using passive ETFs and passive-active blends, with a focus on clients considering Self-Invested Personal Pensions (SIPPs).

Passive / index investing Active portfolio management
user avatar
firm logo

Jessup W

Series 65

Oviedo, FL

Foundations Investment Advisors LLC

Jessup White is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and approximately 0 years of industry experience. He has held roles at Magellan Financial since 2018, including Vice President of Sales Development, and has been with Foundations Investment Advisors and Waymaker Legacy & Wealth since 2025. Prior to his financial career, he worked at Mens Wearhouse from 2014 to 2018. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and various third-party sub-advisers.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Timothy M

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar
firm logo

Michael S

Series 65

Orlando, FL

Hoxton Wealth

Michael Sappal is a Series 65-licensed financial advisor at Hoxton Wealth with one year of industry experience. He previously worked at Skybound Wealth Management, One Financial Planning Ltd, and Clydesdale Bank. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, serving clients across multiple countries including the UK and UAE.

Passive / index investing Active portfolio management
user avatar
firm logo

Ryan H

Series 65

Orlando, FL

Hoxton Wealth

Ryan Hudson is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has prior roles at Hoxton Capital Management FZE, PH Real Estate, and the University of Worcester. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, using risk-based model portfolios that include passive ETFs and UCITs. The firm operates on a mostly non-discretionary basis and serves a broad international client base.

Passive / index investing Active portfolio management
user avatar
firm logo

Stephen C

Series 63, Series 65

Winter Park, FL

A.G.P. / Alliance Global Partners

Stephen Colavito is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including Perigon Wealth Management, Lakeview Capital Partners, and Asset Preservation Advisors. In addition to his advisory work, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group, both non-investment-related consulting roles. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan services. The firm uses an open-architecture investment approach with a focus on international investing and offers a combination of in-house management, third-party managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Dillon L

CFP®

Altamonte Springs, FL

Certified Advisory Corp

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Michael S

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Spartz is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Moors & Cabot, Ameriprise Financial Services Inc, and Wells Fargo Advisors. Outside of his advisory work, he serves as secretary and treasurer of the Community Foundation of South Lake County, a nonprofit organization. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party managers and wrap programs in its offerings.

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

Matthew L

Series 66

Orlando, FL

International Assets Investment Management, LLC

Matthew Lampman is a financial advisor at International Assets Investment Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has held various operational and senior roles within affiliated firms, including Primus Financial Services, LLC and Global Assets Advisory, LLC. Lampman is also the owner of Lampman Ventures LLC, an entity used for administrative and organizational purposes. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction with a range of investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

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

William G

Series 65

Orlando, FL

Hoxton Wealth

William Gray is a Series 65-licensed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at Hoxton Consulting Co Ltd in Vietnam and Infinity Financial Solutions Ltd. He is involved in wealth planning and investment advisory activities with Hoxton Wealth entities in Vietnam and the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and those with international pension assets. The firm emphasizes risk-based model portfolios and operates mainly on a non-discretionary basis.

Passive / index investing Active portfolio management
user avatar
firm logo

Ily N

Series 66

Orlando, FL

International Assets Investment Management, LLC

Ily Nolen is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JMG Financial Group, HN Wealth Management, Cambridge Investment Research Inc., and J.W. Cole Advisors. He is based in Orlando, FL. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors generally pursue customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, while also offering access to third-party money managers and retirement plan advisory services.

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

Jason B

CFP®, Series 66

Winter Garden, FL

Pine Valley Investments

Jason Braatz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Pine Valley Investments. His prior work includes roles at Bank of America and Merrill Lynch. He is also associated with Braatz Wealth Advisors LLC, a personal holding company. Pine Valley Investments provides discretionary portfolio management and pension consulting to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages affiliated private funds and subadvisory relationships.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Russell B

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Russell Blum is a financial advisor at International Assets Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Blum is also a managing partner of a real estate investment company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) 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")