Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,409 advisors near
33766

Out of 400,000+ nationwide

user avatar
firm logo

Corbin K

Series 66

Saint Petersburg, FL

Raymond James Financial

Corbin Kitzinger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and has worked with the broader Raymond James Financial Services, Inc. organization since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Michael F

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Ferrara is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Timothy V

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Timothy Vansolkema is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by firm research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Tonita A

Series 63, Series 66

St. Petersburg, FL

OSAIC

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Royal Alliance, BBVA Wealth Solutions, Morgan Stanley, and Merrill. She is based in St. Petersburg, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization, incorporating a range of managed account strategies and third-party manager programs.

Annuities Private / alternative investments
user avatar
firm logo

Elijah G

Series 63, Series 66

Palm Harbor, FL

Merrill

Elijah Gray is a financial advisor with Merrill in Palm Harbor, FL, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Merrill since 2019 and previously held roles at Delaware North, Juicy Crab, and Chili's Grill & Bar. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Lazette P

Series 63, Series 66

Tampa, FL

Morgan Stanley

Lazette Pierce Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as a sales representative in a multi-level marketing business and also works in customer service for a retail company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and retirement strategies.

General estate planning guidance
user avatar
firm logo

Kevin N

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kevin Nashbar is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within Raymond James entities and other financial firms such as Independent Financial Partners and Total Insurance Brokers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Viktoria Z

Series 66

Clearwater, FL

Raymond James & Associates

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Nathanael G

Series 66

Saint Petersburg, FL

Raymond James Financial

Nathanael Gregor is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Midwestern Securities Trading Company, Calton & Associates, and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, including specialized municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Amy M

Series 66

Clearwater, FL

Merrill

Amy Micik is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Behavioral Finance and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from a range of investment portfolios to help clients pursue their objectives. Amy is a Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and holds additional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Amy's expertise spans areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as tax minimization. She serves a diverse client base including business owners, corporate executives, professional athletes, individuals with sudden or inherited wealth, widows, divorcees, and families. Her approach emphasizes putting the client's interests first and creating plans that clients can easily understand and follow, drawing from her background in education, psychology, and technology. Amy holds a Bachelor's Degree from Illinois State University. Outside of work, she enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She supports organizations such as Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club, and is a supporter of the arts, environmental causes, children, and animals.

General retirement planning Wealth management Social Security optimization Charitable giving & philanthropy Inherited wealth Founder/Business Owner Executive Professional Athlete Women Professionals Widow/Widower Divorced Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Adam P

Series 63, Series 65

Largo, FL

Wells Fargo Advisors

Adam Pace is a financial advisor with Wells Fargo Advisors in Largo, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a decade at Wells Fargo Clearing and a brief tenure at AmSouth Investment Services, Inc. Outside of his financial career, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Sherry W

Series 63, Series 66

Clearwater, FL

Merrill

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Wegmuller has been with Merrill since 1998 and also works with Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Alexander P

Series 66

Tampa, FL

Merrill

Alexander Presing is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Kenneth S

Series 63, Series 65

Tampa, FL

Mass Mutual Investors Services

Kenneth Speroni is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 credentials and offering 10 years of industry experience. He previously worked at W&S Brokerage Services and Western Southern Life before joining Mass Mutual in 2018. Outside of his advisory role, he serves as Director of Worksite Benefits, providing group life and disability insurance plans not available through MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services, emphasizing collaborative, goal-based strategies without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Kyle D

Series 66

St. Petersburg, FL

Raymond James & Associates

Kyle Dalson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Brennan H

CFP®, Series 66

St Petersburg, FL

Edward Jones

Brennan Hervey is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Petersburg, FL since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated capabilities under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar
firm logo

Omar D

Series 66

St. Petersburg, FL

Raymond James & Associates

Omar De La Rosa is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with 16 years of industry experience. He has worked at Raymond James & Associates since 2011 and previously spent three years at RJIH. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Drew C

Series 66

Tampa, FL

Cetera

Drew Catanese is a financial advisor with Cetera holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Waddell & Reed. He is the author of "A Pathway to Financial Independence for Young Adults." Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through various program platforms and investment strategies.

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

Matthew V

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Matthew Vancleve is a CFP® professional with 11 years of industry experience. He is currently affiliated with Raymond James & Associates and has prior experience with MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he owns a legal practice and serves as a notary public. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs and utilizes multiple portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Robert H

Series 63, Series 66

Clearwater, FL

Merrill

Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.

General retirement planning Retirement income strategy Wealth management Social Security optimization ESG / Sustainable investing Founder/Business Owner Approaching retirement Retired Women Professionals Values-based investing
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 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”)