Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Tyler M

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Tyler Mc Call is a financial advisor with Raymond James & Associates holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked in various capacities at Raymond James since 2017 and briefly at Clayton Holding LLC prior to that. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

James K

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

James Kuczynski is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Caroline D

Series 66

St. Petersburg, FL

Raymond James & Associates

Caroline Drew is a financial advisor at Raymond James & Associates with a Series 66 credential and has been in the industry since 2025. Prior to her advisory role, she has worked at Foundation Risk Partners and held various positions outside finance, including in hospitality at Sandbox Beach Grill and Francos Pizza and Pasta. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Keith E

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

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

Grace A

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Grace Austin is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James Financial Services, Inc. since 2004. Outside of her financial career, she has been involved with S.R.G. Amy's Hallmark since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decisions.

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

Douglas B

Series 63

St. Petersburg, FL

Raymond James & Associates

Douglas Brigman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Ian R

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services and T. Rowe Price Investment Services for 14 to 16 years. He is based in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting with an emphasis on tailored plans supported by firm research, multiple portfolio management styles, and municipal advisory services.

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

Alfred C

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Alfred Caudullo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and reporting 27 years of industry experience. He has been with Raymond James & Associates since 1998. Caudullo serves on the University of South Florida Investment Committee, contributing to the oversight of the university’s investment pools. 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 including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

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

Trevor P

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Trevor Prince is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses with five years of industry experience. He has previously worked at RBC Capital Markets and has engaged in consulting activities through Royal Iveagh Holdings LLC, a Delaware-based firm providing consulting services to small companies. Prince is also a passive minority investor in Blend Financial Inc., an online platform offering budgeting, investing, estate planning, and tax services. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Alexander K

Series 66

Saint Petersburg, FL

Raymond James Financial

Alexander Keim is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James in various capacities since 2016. Outside of his advisory role, he serves as president of Innovatier Inc., where he manages annual accounting and shareholder updates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as affiliation with a municipal advisor and specialized SIMPLE IRA consulting programs.

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

Elizabeth S

Series 65

St. Petersburg, FL

OSAIC

Elizabeth Salmon Osbon is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory role, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, offering both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

George C

Series 63, Series 66

St Petersburg, FL

LPL Financial

George Compton is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and with 31 years of industry experience. His prior roles include work with Angel & Associates Inc and several affiliated firms focused on tax advisory and insurance services. Compton has been involved with Coastal Tax Advisory Group, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Adam T

Series 66

St. Petersburg, FL

Raymond James & Associates

Adam Tindle is a financial advisor at Raymond James & Associates with 19 years of industry experience. He has worked at Raymond James since 2014 and was previously with Charles Schwab starting in 2007. He holds the Series 66 designation and is based in St. Petersburg, FL. 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 broad client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Andrew H

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Hobbs is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates and its affiliated entities since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Amanda G

Series 66

St. Petersburg, FL

Raymond James & Associates

Amanda Gima is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 10 years of industry experience. She has previously worked with First Command Insurance Services and First Hawaiian Bank among other roles. Raymond James & Associates, Inc. is a large 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 and consulting through multiple advisory programs.

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

Julia T

Series 66

Saint Petersburg, FL

Raymond James & Associates

Julia Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She also teaches preschool dance classes part-time at the YMCA Dance Academy. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and in-house research.

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

Eric H

Series 66

St. Petersburg, FL

Fidelity

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Brandon S

Series 66

St. Petersburg, FL

UBS Financial Services

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

April Anne O

Series 66

St Petersburg, FL

OSAIC

April Anne Orsi is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at FSC Securities Corporation, Raymond James Financial Services, and PNC Investments. Outside of advisory work, she owns Precious and Vintage, an online business focused on acquiring and reselling vintage items. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Brooks W

Series 63, Series 66

St. Petersburg, FL

LPL Financial

Brooks Wallington is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at PSI Advisors LLC since 2017 and previously with Princor Financial Services Corporation and Principal Life Insurance Company. Wallington is also involved in managing his independent advisory firm, PSI Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research from multiple sources.

College savings (529s, UTMA, etc.)
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")