Top business succession planning financial advisors in Arcadia, FL

Andrew Ames is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and a long tenure at Hackney, Manley & Company, LLP as a CPA. Outside of his advisory work, he maintains involvement in tax preparation and accounting through Hackney Ames & Reichel, P.A., and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of over 22,800 advisors with various investment options and technological tools while managing more than $819 billion in discretionary assets.

Michael Presley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at Fsc Securities Corp for eight years. He is the owner and senior advisor of MDPresley Financial Services, where he focuses on retirement planning and wealth management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various managed account solutions across discretionary and non-discretionary platforms.

Bradley Carlton is a financial advisor at Silver King Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Harplyn. Outside of finance, he owns and operates Carlton Charters, a fishing charter business based in Arcadia, FL. Silver King Asset Management is an independent registered investment adviser that provides discretionary asset management to individual and high-net-worth clients. The firm manages approximately $9.2 million across nine accounts, offering tailored portfolio management using fundamental, technical, charting, and cyclical analysis.

Nicholas Nemec is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.

Michael Cryan is a financial advisor with Cetera, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services, totaling over 30 years at those firms. Outside of advising, he operates an accounting and bookkeeping business under his CPA license. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large network of independent advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.