Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Nina L
Series 63, Series 66
Port Richey, FL
Benjamin F. Edwards & Company, Inc.
Nina Law is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting that combines proprietary strategies with third-party models.
Madisyn M
CFP®, Series 66
Lutz, FL
Principal Financial Services
Madisyn Muller is a CFP® professional with five years of experience in financial services, currently affiliated with Principal Financial Services. Her work history includes roles at Principal Life Insurance Company, Principal Securities Inc, and One Source Advisory. She holds Series 66 registration and operates out of Lutz, Florida. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Kwame K
Series 63, Series 65
Tampa, FL
FIFTH THIRD SECURITIES, Inc.
Kwame Kenyatta is a financial advisor at Fifth Third Securities, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Fifth Third Bank, Wells Fargo, Capstone Logistics, and roles in clinical training and academia. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, combining third-party portfolio management with options such as mutual funds, ETFs, SMAs, and direct indexing.
Garrett A
Series 66
Oldsmar, FL
Focus Partners Wealth, LLC
Garrett Alabado is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at Churchill Management Group, The Milwaukee Company, and TD Ameritrade. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating tax- and fee-sensitive portfolio construction and specialized tools such as trend-following and options overlay strategies.
Kelli R
Series 63, Series 65
New Port Richey, FL
Transamerica Retirement Advisors, LLC
Kelli Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Transamerica Life Insurance Company, MetLife, Protective Life, Proequities Inc, and Ohio National Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management and offers both managed and non-discretionary investment recommendations.
Joseph S
Series 66
Lutz, FL
Principal Financial Services
Joseph Sissel is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at Union Financial, Inc. from 2021 to 2024. In addition to his advisory roles, he has been involved in consulting on HVAC enclosures through Bay to Bay Balancing, a business he operated from 1994 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Dustin C
CFP®, Series 66
Trinity, FL
Sanctuary Advisors, LLC
Dustin Cali is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022, and previously spent 10 years at J.P. Morgan Securities. He is a partner at Praetego Tax & Bookkeeping, LLC, where he prepares tax returns and provides tax advice. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and fiduciary practices, with a platform that includes multiple custodians and affiliations with asset management firms.
Rada H
Series 63, Series 66
Tampa, FL
Truist Advisory Services
Rada Hayes is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and U.S. Bancorp Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.
Trevor H
CFP®, Series 65
Palm Harbor, FL
Brookstone Capital Management LLC
Trevor Hull is a CFP® professional with four years of industry experience, currently with Brookstone Capital Management LLC. His prior experience includes roles at Valais Wealth Management, Beacon Global Advisor Network, Blacktower Financial Management (US) LLC, Trinity Wealth Securities, and Florida Financial Advisors. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.
Charles M
Series 63, Series 66
Odessa, FL
Empower Advisory Group
Charles Minotto is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Securities, and Edward Jones. Minotto is based in Odessa, Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time financial planning approach, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.
Adam J
Series 63, Series 66
Tampa, FL
Truist Advisory Services
Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure with SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program utilizing third-party managers and AI-enabled research tools.
Patrice D
Series 63, Series 66
Odessa, FL
Truist Advisory Services
Patrice Davis is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services and its affiliated entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.
Luke S
Series 66
Dunedin, FL
Truist Advisory Services
Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
Dianna G
Series 63, Series 66
New Port Richey, FL
Empower Advisory Group
Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Michael L
Series 66
Tampa, FL
Hightower Advisors
Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.
Steven G
Series 65, Series 63
Dunedin, FL
Brookstone Capital Management LLC
Steven Garibay is a financial advisor with Brookstone Capital Management LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at multiple firms including Specialized Advisors, Secure Investment Management, and MassMutual Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent at J.D. Mellberg Financial, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment approaches including ETFs, mutual funds, options-enhanced strategies, and proprietary funds.
Elizabeth R
Series 65, Series 63
Tampa, FL
FIFTH THIRD SECURITIES, Inc.
Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her background includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
Sarah F
Series 66
Tarpon Springs, FL
Integrity Alliance, LLC
Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.
Joseph R
Series 66
Lutz, FL
Principal Financial Services
Joseph Rossman is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at One Source Advisory and various positions before entering the financial industry. Outside of his advisory duties, he sells annuities, long-term care, and life and disability insurance through Crump and PPN under his current firm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and corporations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers, with investment implementation typically carried out on a discretionary basis by these managers.
Anthony A
Series 63, Series 66
Palm Harbor, FL
Independent Financial Partners
Anthony Adamo Jr. is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2013 to 2018. Outside of his advisory role, he co-owns and helps manage a short-term rental cabin in Ellijay, Georgia. Independent Financial Partners serves a nationwide network of independent advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide