Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,291 advisors near
32003

Out of 400,000+ nationwide

user avatar
firm logo

Adam W

CFP®, Series 65

Jacksonville, FL

Coyle Capital, LLC

Adam Wolf is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Coyle Capital, LLC since 2021 and previously worked at Retirement Wealth Advisors, Inc. He is also the owner of Wolf Retirement Navigation LLC and Wolf Tax LLC, and teaches retirement-related financial education through the Jacksonville Retirement Academy. Coyle Capital is a six-advisor team managing approximately $800 million in client assets, offering discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm uses a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, including options and margin transactions, and provides a comprehensive family office service suite including estate planning, trustee oversight, and integrated tax planning.

Options & derivatives strategies Active portfolio management Wealth management
user avatar
firm logo

John G

PFS™, Series 66

Jacksonville, FL

Financial Independence Advisors, LLC

John Giehrl is a financial advisor at Financial Independence Advisors, LLC with six years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Gunn Chamberlain since 2020 and Smoak Davis & Nixon from 2013 to 2020. In addition to his advisory work, he serves as Treasurer for the Woodlands Creek Homeowners Association in Ponte Vedra Beach, FL. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) supervisory services, and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and offers educational seminars on investing fundamentals.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar
firm logo

Corey O

Series 66

Fleming Island, FL

Camarda Wealth Advisory Group

Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Nassau County Schools prior to joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates strategies such as options overlays and a “Legacy Stock Watch” program, supporting a range of client needs with both full-service and streamlined planning options.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar
firm logo

Isaac B

PFS™, Series 65

Jacksonville, FL

Financial Independence Advisors, LLC

Isaac Brohinsky is a financial advisor at Financial Independence Advisors, LLC with nine years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he owns and operates Isaac J. Brohinsky, PLLC, an accounting services firm. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and 401(k) investment supervisory services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term diversification, supported by an operational affiliation with a public accounting firm and the offering of public educational seminars.

Active portfolio management Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar
firm logo

Jeffrey J

Series 66

Jacksonville, FL

Salvus Wealth Management, LLC

Jeffrey Jacobs is a financial advisor with Salvus Wealth Management, LLC in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Salvus since 2016 and also operates JJCPA, LLC. Jacobs serves as treasurer of Paradigm Flux Inc, a nonprofit professional dance company. Salvus Wealth Management serves individual clients including high net worth individuals, as well as retirement plans, trusts, estates, corporations, and other businesses. The firm offers tailored investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Philip D

Series 65, Series 66

Jacksonville, FL

IMG Wealth Management, Inc.

Philip Detlefs is a financial advisor at IMG Wealth Management, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Investment Management Group, LLC and Madison Avenue Securities, LLC. Outside of his advisory role, he serves as a trustee for a private foundation focused on outreach and is a board member of the Fellowship of Christian Athletes in St. Johns County. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and utilizes third-party sub-advisors while maintaining direct client relationships.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Kimberly C

Series 63, Series 66

Fleming Island, FL

Camarda Wealth Advisory Group

Kimberly Camarda is a financial advisor at Camarda Wealth Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Camarda Brothers Financial since 1999. Outside of her advisory role, she manages a real estate business focused on rental property management and bookkeeping. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as legacy stock management and options overlays.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar
firm logo

Brett F

Series 66

Jacksonville, FL

Trustwell Financial Advisors, LLC

Brett Freese is a financial advisor at Trustwell Financial Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Trustwell since 2009. TrustWell primarily serves individuals, couples, and family members, as well as small businesses, trusts, and estates. The firm offers written financial planning and ongoing asset management with a fee-only fiduciary model, emphasizing diversified, customized portfolios implemented through mutual funds, ETFs, and selected individual securities.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting
user avatar
firm logo

Joshua M

CFP®, Series 63, Series 66

Jacksonville, FL

Sanchez Wealth Management Group, LLC

Joshua Mandelkorn is a CFP® with 15 years of industry experience. He has been with Sanchez Wealth Management Group, LLC since 2013 and previously worked at LPL Financial during the same period. He also has involvement in investor relations activities related to the firm’s business. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a Proactive Holistic Wealth Management Process, using customized portfolios and a range of investment vehicles, combining internally developed models with third-party research and managers.

Options & derivatives strategies Real estate investing Annuities
user avatar
firm logo

Nick R

Series 63, Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IMG Wealth Management since 2017. He is also involved with Riscigno & Associates, Inc., an independent insurance agency operating since 2006. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and public educational seminars, with an investment approach tailored to clients’ objectives, time horizon, and risk tolerance.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Ljubisa V

CFP®, Series 66, Series 65

Fleming Island, FL

Camarda Wealth Advisory Group

Ljubisa Vrcelj is a CFP® professional with Series 66 and Series 65 licenses and three years of industry experience. He has worked at Camarda Wealth Advisory Group since 2022, following roles at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, trusts, businesses, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services such as a “Legacy Stock Watch” program, options strategy overlays, and both full-service and streamlined planning options.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar
firm logo

Jeffrey C

CFA®, Series 63

Fleming Island, FL

Camarda Wealth Advisory Group

Jeffrey Camarda is a CFA® charterholder with 40 years of industry experience. He is affiliated with Camarda Wealth Advisory Group and has worked at Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, an educational company that provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, LLC, a consulting firm offering estate planning and tax services. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios that include equities, fixed income, mutual funds, ETFs, and options, and maintains specialized programs such as a “Legacy Stock Watch” to handle unique client holdings.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar
firm logo

Selena E

Series 63, Series 66

Middleburg, FL

Navy Federal Investment Services, LLC

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with various affiliates of Navy Federal since 2009. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs using third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Ronald H

Series 65, Series 63

Jacksonville, FL

Eversource Wealth Advisors, LLC

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform to meet clients’ varied needs.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

J. R

Series 63, Series 65

Jacksonville, FL

Packerland Brokerage Services, Inc.

J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar
firm logo

Luke H

CFP®, Series 63, Series 66

Jacksonville, FL

Navy Federal Investment Services, LLC

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

James V

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Derrick Y

Series 66

Jacksonville, FL

Larson Financial Group, LLC

Derrick Yohe is a financial advisor with Larson Financial Group, LLC in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer since 2012. Yohe is also the owner of Hippocratic Financial, LLC, which offers financial advisory services through Larson Financial Group. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing strategic and tactical investment approaches, and supports its advisory process with AI-assisted research tools alongside human review.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
firm logo

Jesse B

CFP®, Series 63

Orange Park, FL

Trajan Wealth, L.L.C.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

Wealth management
user avatar
firm logo

Lauren M

Series 63, Series 65

Jacksonville, FL

49 Financial

Lauren Matheu is a financial advisor at 49 Financial with two years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments. She also has experience working at the University of Florida. In addition to her advisory work, she provides fixed insurance services as a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm emphasizes a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, and operates as a multi-team adviser with approximately $1.4 billion in assets under management.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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")