Large-firm, general retirement planning financial advisors in Homosassa Springs, FL

William Martin is a CFP® professional with 44 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He also holds Series 63 registration and has worked concurrently with MassMutual Life Insurance Company over the same period. In addition to his advisory role, he is involved as an agent in life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser specializing in financial planning for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Walter Szturma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a disciplined and creative approach to advising, developing personalized financial strategies designed to help clients pursue their long-term goals. Walter collaborates closely with individuals, families, businesses, and non-profits to provide investment management solutions focused on growing and preserving wealth. His client expertise includes college education planning, family wealth management, divorce transition planning, legacy and retirement planning, as well as specialized services for endowments, foundations, defined benefit and contribution plans, and sports and entertainment sectors. Walter began his career after working with the New York Stock Exchange and joined Merrill in 1978. Over more than four decades, he has integrated his entrepreneurial skills with a commitment to client-centered service, leveraging research and resources from Merrill Lynch Wealth Management. His educational background includes a master’s and bachelor’s degree from St. John’s University, where he was recognized by Beta Gamma Sigma and Omicron Delta Epsilon honor societies for scholastic achievement. Walter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), and he is a voting member of the American Economic Association. Walter’s career also reflects strong community involvement. He spent 21 years conducting business in the US Virgin Islands, where he was active in local non-profit boards and mentoring programs, supporting organizations such as the Caribbean Dance Company, Island Center for the Performing Arts, and the Women’s Coalition of St. Croix. A lifelong Rotarian, he continues to dedicate time to volunteer activities. His personal interests include baseball, football, ice hockey, music, photography, scuba diving, singing, softball, swimming, and tennis.

Robert Schlumberger is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2025 and is also involved with Aksala Wealth Advisors, LLC and Schlumberger-Jones CPA & CO. Outside of advisory roles, he serves as president of Schlumberger Accounting Services, Inc. and is treasurer and comptroller for the Meadow Crest Condo I Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and a variety of program platforms, with access to affiliated and third-party managers across multiple custodial relationships.

Renwick Brutus is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is involved in consulting, speaking, and coaching through Achievement Resources, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs various portfolio construction tools and supports managed accounts with diverse investment options.

Jeffrey Eiler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, institutions, pension funds, and charitable organizations. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

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 Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.