Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Alexander M
Series 63, Series 65
Largo, FL
Arax Advisory Partners
Alexander Martin is a financial advisor with Arax Advisory Partners in Largo, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include work with Schechter Investment Advisors, Schechter Wealth, Enlightened Finance LLC, and Trustee Empowerment & Protection, Inc. He is also the owner of 309 Harborview Lane Consulting, a small business providing strategy, technology, and administrative assistance. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and is notable for its scale and recent consolidations.
Peter F
Series 63, Series 65
Seminole, FL
Calton & Associates, Inc.
Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Gwn Securities Inc and IC Advisory Services, Inc. In addition to his advisory role, he is self-employed in life and health insurance, maintaining a license to renew variable annuity business. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, offering both direct management and third-party money manager recommendations through a range of analytical approaches.
Luke A
Series 65
Largo, FL
Inspire Advisors, LLC
Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.
Christopher Q
CFP®, Series 66
St. Petersburg, FL
Cyndeo Wealth Partners
Christopher Quinty is a CFP® with 14 years of experience in the financial services industry. He has worked at Cyndeo Wealth Partners since 2020 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies across a broad range of asset classes and offers business advisory services for middle-market owners.
Mirza D
Series 66
Tampa, FL
Capital Investment Advisors, LLC
Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Bank of America and Merrill. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines integrated financial planning with discretionary portfolio management, utilizing ETF-based model portfolios and specialized offerings such as family-office style services and pension consulting.
Joseph A
Series 65
Largo, FL
Inspire Advisors, LLC
Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.
Jeffrey M
Series 63, Series 65
St. Petersburg, FL
OnePoint BFG Wealth Partners
Jeffrey Miller is a financial advisor with OnePoint BFG Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenure at Northwestern Mutual in various roles from 1987 to 2025. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.
Sean M
CFP®, Series 63, Series 66
Clearwater, FL
Csenge Advisory Group, LLC
Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.
Cydney J
CFP®
Clearwater, FL
CGN Advisors, LLC
Cydney Jones is a CFP® professional with six years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, she worked at ProVise Management Group from 2017 to 2020. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse clientele, including individual clients, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging third-party managers and conducting regular portfolio reviews.
John C
CFP®, Series 63, Series 65
Clearwater, FL
Csenge Advisory Group, LLC
John Csenge Jr. is a CFP®-designated financial advisor with 46 years of industry experience. He is the owner of Csenge Advisory Group, LLC and has worked at notable firms including Lion Street Advisors and FSC Securities Corporation. Csenge also serves as a board member for the Diocese of St. Petersburg, where he reviews and assesses the pension plan provisions and investment performance. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation.
Austin S
Series 66
Tampa, FL
Calton & Associates, Inc.
Austin Schrock is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton, he worked at GWN Securities, Inc. and held various positions at Winn Dixie. Outside of his advisory role, he is a registered representative under the DBA Loggerhead Wealth Management, providing life insurance and financial services. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency, serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products, utilizing a mix of analytical approaches and third-party sub-advisers.
Eric B
Series 63
St. Petersburg, FL
Cyndeo Wealth Partners
Eric Branson is a financial advisor with Cyndeo Wealth Partners, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS Financial Services. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with portfolio management, financial and wealth planning, and business advisory services. The firm offers customized investment solutions, fee-based insurance, access to third-party managers, and operates a private pooled investment vehicle for accredited investors.
Kyle K
Series 66
Tampa, FL
Calton & Associates, Inc.
Kyle Klatt is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds a Series 66 credential and has two years of industry experience, including roles at multiple firms such as MassMutual Life Insurance Co. and RedHawk Wealth Advisors. Outside of his advisory work, he is the CEO and owner of Pylon Ventures LLC, an independently owned LLC. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and commission-based brokerage and insurance products. The firm utilizes a combination of proprietary programs and third-party money managers, applying various analytical approaches to build client portfolios.
Scott P
ChFC®, Series 63
St. Petersburg, FL
Vicus Capital, Inc.
Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.
Stanley B
Series 66
St. Petersburg, FL
Yale Capital Corp.
Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.
Chandler D
Series 66
St. Petersburg, FL
RFG Advisory, LLC
Chandler Dutram is a financial advisor at RFG Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities, IFS Securities, and Florida Financial Advisors. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily uses discretionary management with a range of model strategies and third-party platforms, and it serves unique clients such as investment companies and state or municipal entities.
John S
Series 65
St. Petersburg, FL
Elevate Financial Planning and Wealth Management
John Scott is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Elevate, he worked at Brad H. Cox Racing and Dicks Sporting Goods, and has experience in academic and community settings at the University of Kentucky and the Jewish Community Center. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, using a combination of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals to implement financial strategies.
Madeleine M
CFP®, Series 63
Tampa, FL
Strategic Wealth Investment Group, LLC
Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.
Bryant A
Series 63, Series 66
Tampa, FL
Capital Investment Advisors, LLC
Bryant Abramowitz is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Fidelity, Charles Schwab, NorthCoast Asset Management, and Quasar Distributors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized ETF-based portfolio approach combined with specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.
Benjamin B
Series 66
Tampa, FL
Calton & Associates, Inc.
Benjamin Brown is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. and CORE Capital Markets LLC. Before his career in finance, he spent four years in full-time education and three years working at Garden Hills Pool. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and managing accounts through both firm-sponsored programs and third-party money managers.
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