Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,146 advisors near
32837
within the area shown on the map
Out of 400,000+ nationwide
Marlyn F
Series 65
Orlando, FL
Felsing Financial
Marlyn Felsing is a financial advisor at Felsing Financial with 26 years of industry experience. He holds a Series 65 credential and has previously worked at Carr Riggs & Ingram, LLC for eight years. Marlyn has also been associated with Felsing Rankin, LLC since 1987. Felsing Financial is an independent firm serving clients with personalized financial planning and advisory services.
Michael B
Series 63, Series 65
Orlando, FL
Michael Bush Financial Services
Michael Bush is a financial advisor with Michael Bush Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior career includes roles at Brooklight Place Securities, Acrylic Financial, AllState Financial Services, and he is currently employed at Northrop Grumman in a non-investment capacity. He also serves as president of First Choice Management Services, which provides administrative support and business strategy advice. Michael Bush Financial Services is an independent firm serving clients in the Orlando area.
Timothy C
Series 65
Windermere, FL
Altior Capital
Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.
Dylan Q
Series 65
Orlando, FL
Copper Canyon LLC
Dylan Quintilone is a financial advisor at Copper Canyon LLC with nine years of industry experience. He holds a Series 65 designation and earned the Enrolled Agent (EA) credential in 2022, allowing him to represent clients before the IRS. Prior to his current role, he held positions at Andes Research Group LLC, Seeking Alpha, and Lockheed Martin Corporation. In addition to his advisory work, Quintilone operates a tax preparation business serving individuals and businesses. Copper Canyon LLC is a small firm with two advisors that provides financial advisory services.
Paul C
Series 65
Orlando, FL
Copper Canyon LLC
Paul Clay is a financial advisor at Copper Canyon LLC in Orlando, FL, holding a Series 65 designation with six years of industry experience. He has worked at Copper Canyon since 2019 and offers tax preparation services through Quintilone Tax LLC as an independent contractor. Outside of his advisory role, Mr. Clay serves as a General Manager and part-owner at Priority Express Parcel. Copper Canyon LLC is a small advisory firm with two advisors.
Ryan M
Series 65, Series 63
Orlando, FL
XYPN Sapphire
Ryan Moak is a financial advisor with XYPN Sapphire, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and previously worked at Lloyds Banking Group for 13 years. Prior to his current roles, he was involved with several ventures including iQ Home Care and Quincove Ventures. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, supported by a corporate RIA structure and innovative digital-asset programs.
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 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")
Finding advisors...
1,146 advisors near
32837
within the area shown on the map
Out of 400,000+ nationwide