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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.
John M
Orlando, FL
MFM Capital Management, Inc.
John Maffei is a financial advisor at MFM Capital Management, Inc. with 37 years of industry experience. He has worked at MFM Capital Management since 1986. Outside of advising, he serves as Chief Operating Officer of MFM Financial, a tax preparation and advisory service.
Paul S
Series 65
Orlando, FL
Warwick Shore Advisors, LLC
Paul Shelton Jr. is a financial advisor at Warwick Shore Advisors, LLC in Orlando, FL, holding a Series 65 designation with eight years of industry experience. He previously worked at Water Oak Advisors from 2015 to 2018 before joining Warwick Shore Advisors, where he has been since 2018. Warwick Shore Advisors is an independent firm with a sole advisor, focusing on providing personalized financial advisory services.
Firouz F
Series 63, Series 65
Clermont, FL
ARIA Corporation
Firouz Farrokh is the sole advisor at ARIA Corporation, an independent firm based in Clermont, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Farrokh is a licensed life, health, and variable annuities agent and provides tax preparation and planning services to clients. He also serves as a soccer referee and instructor. ARIA Corporation provides financial planning and investment management services, with a focus on income and estate tax planning and coordinating with CPAs to support clients' tax and investment needs.
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.
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Finding advisors...
1,327 advisors near
32836
within the area shown on the map
Out of 400,000+ nationwide