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

John Held is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and investments managed by PNC or third-party strategists.

Douglas Marcello is a financial advisor with Edward Jones in Wellington, FL, holding CFP®, ChFC®, and Series 66 designations and having 12 years of industry experience. He worked at Edward Jones from 2014 to 2024 before spending two years at Core Wealth Management, Inc., returning to Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Labanz is a financial advisor with Patriot Securities LLC in Jupiter, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He founded Patriot Securities in 2015 after senior roles at Wells Fargo Advisors, Wachovia Securities, and Janney Montgomery Scott. Patriot Securities LLC provides fee-based, discretionary investment advisory services to individuals, trusts, and small business entities, focusing on custom portfolio management without account minimums. The firm employs a tactical allocation approach using fundamental and cyclical analysis, exchange-listed securities, corporate and municipal debt, mutual funds, and ETFs, with discretionary trading authority and quarterly portfolio reviews.

Erik Lembcke is a CFP® professional with 14 years of industry experience, currently serving as an advisor at URS Advisory. He previously worked at Gradient Securities, LLC and has been involved in the affiliated insurance business, JEL Enterprises Inc. dba URS Insurance, since 2016. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines quantitative tools and personalized strategies, managing over $200 million in client assets with a small team.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

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.