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17 advisors near
32435
within the area shown on the map
Out of 400,000+ nationwide
Murray H
Series 63, Series 66
Freeport, FL
Hornsby Asset Management, LLC
Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.
Charles M
Series 63, Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.
Juliana E
Series 65
Freeport, FL
SeaCrest Wealth Management, LLC
Juliana Evans is a financial advisor at SeaCrest Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with SeaCrest since 2020, previously working at SeaCrest Investment Management, LLC from 2014 to 2020. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis, utilizing a range of investment vehicles and artificial-intelligence tools with human review.
Mary M
Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Mary Murphy is a financial advisor with Arete Wealth Advisors, LLC in Defuniak Springs, FL, holding a Series 65 designation and two years of industry experience. She also serves as Office Manager at Majors Financial Group, where she has worked since 2014. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.
Eric G
Series 66
Defuniak Springs, FL
Kestra Advisory
Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and complex investment products.
Charles G
Series 63, Series 65
Freeport, FL
Empower Advisory Group
Charles Glenn is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at First Command Insurance Services, Inc. and served in the US Army from 2021 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.
Jenika C
CFP®
Freeport, FL
Mariner
Jenika Cook is a CFP® with 16 years of industry experience, currently at Mariner. She worked at Mariner Wealth Advisors for 12 years prior to her current role. Cook holds leadership positions in nonprofit organizations, including serving as Secretary and Treasurer for Arts as Language and ALL IN FOR NEVADA, LLC. Mariner serves a broad mix of clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.
Brandon Y
Series 66
Freeport, FL
Thrivent Investment Management
Brandon Yurek is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. His background includes ten years of active duty service in the U.S. Army and recent full-time study at Northwest Florida State College. He has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with options to integrate planning and managed accounts under a consolidated billing system.
Timothy S
Series 66
Defuniak Springs, FL
Edward Jones
Timothy Singleton is a financial advisor at Edward Jones in Defuniak Springs, FL, with four years of industry experience. Prior to joining Edward Jones in 2022, he served six years in the United States Army. He holds a Series 66 designation and has an additional role as a pyro technician, setting up fireworks shows on occasion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nicole K
Series 66
Freeport, FL
Equitable Advisors
Nicole Koehler is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. She has previously worked in public education and fitness management and serves as a Logistics Officer in the U.S. Army. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to match clients with tailored investment solutions.
Luke K
Series 66
Freeport, FL
Equitable Advisors
Luke Koehler is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has served in the United States Army since 2009 as a Defense Officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives using a range of proprietary and third-party investment programs.
Bethany J
Series 66
Defuniak Springs, FL
Equitable Advisors
Bethany Joyner is a financial advisor at Equitable Advisors with one year of industry experience. She previously worked at Primerica Financial Services and has been a volunteer bookkeeper at Sanford & Sisters since 2015. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.
Jason H
Series 63, Series 65
Freeport, FL
Cambridge Investment Research Advisors
Jason Hasson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously was with Voya Financial Advisors from 2014 to 2018. Hasson also serves as treasurer for the Hammock Oak Estates HOA in Freeport, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a variety of investment strategies across multiple platform arrangements.
Robert N
Series 63, Series 65
Defuniak Springs, FL
Equitable Advisors
Robert Neale is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a volunteer board member for Walton Academy and the Defuniak Springs Kiwanis Club, and he owns a group benefits business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary models, to deliver personalized investment solutions.
Jonathan T
Series 63, Series 65
Niceville, FL
OSAIC
Jonathan Tallman is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years. He is also the owner of The Tallman Group, LLC, an insurance sales and service business he has operated since 2010. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may contain diverse investment types across discretionary and non-discretionary accounts.
Roger T
Series 63, Series 65
Freeport, FL
LPL Financial
Roger Taylor is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo. In addition to his advisory role, he is also involved in insurance sales through W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios and strategies.
William B
Series 65
Freeport, FL
Blanken Management Corp
William Blanken Jr. is a financial advisor with Blanken Management Corp, holding a Series 65 designation and 10 years of industry experience. He has worked at Blanken Management Corp since 2014 and previously was employed by Sysco from 2011 to 2020. Blanken Management Corp is an independent firm based in Freeport, FL, serving clients through personalized advisory services.
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17 advisors near
32435
within the area shown on the map
Out of 400,000+ nationwide