CFP®-certified financial advisors in Crestview, FL

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using a variety of investment strategies.

Allen Farr is a financial advisor with Edward Jones in Crestview, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Liberty Baptist Church and Olive Baptist Church for a combined 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dustin Holloway is a financial advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and the Florida House of Representatives. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Joe Faulk is a Series 66-licensed financial advisor with Kingsview Wealth Management, LLC, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Edward Jones, Cetera, and LPL Financial. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a mix of in-house portfolios, third-party managers, and alternative investments.

Patricia Borinski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She has been with LPL Financial since 2000. Apart from her advisory role, she holds an inherited interest in an oil well in Parker County, Texas, and is a commissioned notary in the state of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of advisors and utilizes advanced research and operational tools to support its 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.