CFP®-certified, options & derivatives strategies financial advisors in Brent, FL

Michael Hoeflich is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is a board member of the Rotary Club of Gulf Breeze. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Douglas Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Guardian Life and its affiliated entities from 1997 to 2019 before joining Guernsey Financial in 2019. Outside of his advisory role, Guernsey serves as Vice President of the Plantation Road Town Office Owners Association Inc. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm operates primarily as a co-advisor and referrer, focusing on advisory and oversight services while partnering with third-party managers to handle portfolio management.

Stephen O'Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Cetera Investment Advisors LLC since 2014 and Cetera Investment Services LLC since 2009, and he has been associated with Pen Air Credit Union since 2007. His other business activity includes serving as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Shawn Bergstrom is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Edgar Allison III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Osaic since 1989 and has been with The Pension Center of Florida, Inc. since 1999. Outside of his advisory roles, he serves on the advisory board for the Pensacola State College Dental Hygiene Program and participates as an investment committee member for the First Baptist Church of Pensacola. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

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.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

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.