Top financial advisors working with self-employed clients in Cape Coral, FL

Elizabeth Hagewood is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Catherine Brashears is a financial advisor with Valic Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has worked at Valic Financial Advisors since 2018 and has also been an agent at Agia since 2022, where she engages in non-securities insurance product activities. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

William Gibson is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is a co-owner of Florida Wedding Design, a wedding planning business based in Cape Coral, FL. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Michael Wyrostek is a financial advisor at FourStar Wealth Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cabot Lodge Securities LLC and Broker Dealer Financial Services. Outside of his advisory role, he works as a reverse mortgage specialist, educating clients and assisting with applications. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using a range of securities and combines fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Ty Totzke is a ChFC®-designated financial advisor with 27 years of industry experience, currently serving with CWM, LLC in Cape Coral, FL. His prior experience includes roles at Sweet Financial Partners, LLC, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement plan solutions.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. 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 a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.