Top private / alternative investments financial advisors in Crestview, FL

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 16 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2009 to 2018 before joining Moors & Cabot in 2018. Outside of her advisory role, Shanklin serves on several local boards and committees in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis-Crestview Chapter, where she is president. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm employs various analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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 with Guardian Life, holding a Series 66 designation and with one year of industry experience. His work history includes roles at Guardian Life Insurance Company since 2023, Park Avenue Securities since 2025, and service in the Florida House of Representatives from 2023 to 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Joe Faulk is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including ETFs and alternative investments.

Patricia Borinski is a Series 63 licensed financial advisor with 29 years of industry experience, currently with LPL Financial since 2000. She operates in Crestview, Florida, and has business interests including a family-inherited interest in an oil well. She is also a commissioned notary public in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

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.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

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.