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Boston P
Series 63, Series 66
Jacksonville, FL
49 Financial
Boston Prachyl is a financial advisor at 49 Financial based in Jacksonville, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments. He is also involved in insurance sales, assisting clients with fixed insurance needs. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office solutions. The firm employs a disciplined, long-term investment approach utilizing diversified asset allocation and model portfolios composed mainly of mutual funds and ETFs.
Jackson H
Series 65
Jacksonville, FL
Advisory Services Network
Jackson Hulgan is a financial consultant with Advisory Services Network and holds a Series 65 license. He has four years of industry experience, including roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to his financial career, he worked at Weathers True Value and Albertville High School. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a range of securities and third-party managers.
De Quan L
Series 66, Series 63
Jacksonville, FL
Corecap Advisors
De Quan Loveless is a financial advisor with CoreCap Advisors in Jacksonville, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at CoreCap Investments, Consumer Direct of Florida, and founding Loveless Financial Group, LLC. CoreCap Advisors serves a diverse clientele including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach with a range of strategies involving mutual funds, ETFs, equities, and bonds.
Emmanuel R
Series 63, Series 65
Jacksonville, FL
Advisory Services Network
Emmanuel Rivers is a financial advisor at Advisory Services Network with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Florida Financial Advisors, Trinity Wealth Securities, and Rivers of Wealth LLC, which he owns. Outside of advisory roles, Rivers serves as a durable power of attorney and co-owns a property rental business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with a flexible engagement model and a platform of over 200 advisors managing more than $10 billion in discretionary assets.
Andre W
Series 63, Series 65
Jacksonville, FL
Global View Capital Management LLC
Andre West is a financial advisor with Global View Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at National Life Group, Primerica, and Equity Services Inc. West is also active as an insurance agent, marketing and selling life and Medicare insurance products through Experior Financial Group, Inc. and Hollenbacher Insurance. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithm-driven technical and quantitative methods for investment selection and offers a range of managed account solutions, including a low-cost ETF-only option.
Stephen L
Series 65
Jacksonville, FL
Advisory Services Network
Stephen Leggett is a financial advisor at Advisory Services Network with a Series 65 designation and one year of industry experience. He has worked at firms including Trinity Wealth Securities, Florida Financial Advisors, and Bank of America. Outside of advisory roles, he has experience in fixed insurance sales. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent adviser representatives, offering services such as portfolio management, financial planning, and investment consulting with a range of securities and third-party manager options.
Christopher S
CFA®
Jacksonville, FL
Timucúan Asset Management Inc.
Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.
Tavarus H
Series 65
Jacksonville, FL
Core Planning
Tavarus Hogans is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, he worked at True Seven Life for six years and at Pernod Ricard for eight years. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.
Kevin K
Series 66
Neptune Beach, FL
Advisory Solutions Group
Kevin Krieg is a financial advisor at Advisory Solutions Group with 19 years of industry experience. He holds a Series 66 designation and has previously worked at CS Planning Corp., Next Financial Group, Inc., and Questar Asset Management. Krieg is also involved as a life and health insurance agent and owns Wealth & Income Solutions, LLC, an investment advisory business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies alongside model portfolios and detailed research support.
Mark R
Series 63, Series 65
Fernandina Beach, FL
Elevation Point Wealth Partners, LLC
Mark Ross is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at The Mortgage Firm and Life Management Advisors. He is also a partner in Timucuan Capital, an inactive real estate business focused on land held for potential future development. Elevation Point Wealth Partners is a multi-team registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a range of clients including individuals, retirement plans, and corporations, employing a model portfolio approach that incorporates tactical asset allocation and both third-party and in-house strategies.
Richard B
Series 65
Jacksonville, FL
Advisory Services Network
Richard Brown Jr. is a Series 65 credentialed financial advisor with four years of industry experience. He is currently with Advisory Services Network and previously worked at Florida Financial Advisors, among other roles in financial services and education. He serves as a board member and strategic advisor for MasterMind Wellness, a nutrition and health supplements business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.
Robert Z
ChFC®, Series 63
Jacksonville, FL
Virtue Capital Management, LLC
Robert Zeiner is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Virtue Capital Management, LLC, where he has worked since 2019. Prior to that, he held roles at Stratton and Co. Retirement Investment Strategies, TLG Advisors, Inc., and The Leaders Group Inc. Outside of his advisory work, Zeiner is involved as an owner in an insurance business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach with an emphasis on economic data inputs.
Scott W
Series 65
Fernandina Beach, FL
Elevation Point Wealth Partners, LLC
Scott Wohlers is a Series 65-credentialed advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. Prior to joining Elevation Point in 2026, he worked at Riverplace Capital Management Inc for eight years and held positions at Regions Bank and Advantage Dermatology. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm utilizes model portfolios with tactical asset allocation and incorporates third-party managers and private-market opportunities, serving individuals, retirement plans, trusts, estates, and business entities.
Christopher W
Series 66
Jacksonville, FL
Inspire Advisors, LLC
Christopher Wright is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Inspire Advisors, LLC and previously held roles at AAFMAA Wealth Management & Trust, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, the City of Lafayette, and Merrill. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and combines fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often using proprietary ETFs and sub-advisors.
Akhil I
Series 66
Jacksonville, FL
Moors & Cabot, Inc.
Akhil Iyengar is a financial advisor at Moors & Cabot, Inc. with three years of industry experience. He previously worked at Goldman Sachs & Co. for four years before joining Moors & Cabot. Iyengar holds the Series 66 designation and is based in Jacksonville, FL. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a range of analysis methods and strategies, drawing on both third-party and affiliated sub-advisors.
Cody B
CFP®
Jacksonville, FL
Forvis Mazars Wealth Advisors, LLC
Cody Blevins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Jacksonville, FL. His prior roles include positions at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and Beyond Wealth Advisors, a subsidiary of Raymond James. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, managing approximately $12 billion in assets. The firm serves individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services, often integrating tax and accounting solutions through its affiliation with a national professional services parent.
Brenna M
Series 66
Jacksonville, FL
Guardian Life
Brenna Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2024. Prior to her financial career, she was employed at Papa Johns. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and various investment advisory programs.
Kristina D
Series 66
Jacksonville, FL
Commonwealth Financial Network
Kristina Danese is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 license and eight years of industry experience. She has been with Commonwealth Financial Network’s Total Business Planning division since 2014 and also works with Advantis Wealth Partners. Outside of her advisory role, she is involved as a gymnastics coach at the Jacksonville Academy of Gymnastics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.
Gary R
Series 63, Series 66
Jacksonville, FL
Independent Advisor Alliance, LLC
Gary Rosenstone is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Independent Advisor Alliance since 2018, Independent Financial Partners from 2009 to 2018, and LPL Financial since 2009. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management and uses a network model combined with access to technology platforms and third-party resources.
Bryant M
Series 66
Jacksonville, FL
Empower Advisory Group
Bryant Marcy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Marcy’s background also includes experience outside of finance, such as a role in hospital parking management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio management with an emphasis on clients’ savings rates.
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Finding advisors...
692 advisors near
32218
within the area shown on the map
Out of 400,000+ nationwide