Top wealth management financial advisors in Lake City, FL

Laura Thompson is a CFP®-credentialed advisor with 30 years of industry experience, currently affiliated with GWN Securities Inc. since 2016. She serves as Director of Finance on the board of Altrusa International of Lake City and works as a yoga teacher at two studios in the Lake City area. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs both discretionary portfolio management and model-based allocations, using a mix of affiliated and unaffiliated sub-advisers, and incorporates tactical strategies such as market-timing and momentum-based approaches.

John Kuykendall is the principal advisor at Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has worked at Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory role, he is a member of the Rotary Club of Lake City and several Christian professional organizations. Gulfcoast Financial Services primarily serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and asset allocation advice. The firm employs a modern portfolio theory-based approach with ongoing portfolio monitoring and offers access to private investments through third-party sub-advisors.

Richard Cieslik III is a Series 65-credentialed financial advisor with 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2021 and previously spent seven years at SagePoint Financial. He is also involved in life, disability, and long-term care insurance sales through his ongoing role at Cieslik Financial Group LLC, which he has operated since 2000. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialty planning services such as divorce and estate settlement planning.

James Yonn is a Series 65-licensed financial advisor with Primerica Advisors and has eight years of industry experience. He has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Prior to his financial services career, he spent ten years with the Florida Department of Corrections. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure.

Jessica Harris is a financial advisor at Edward Jones in Lake City, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Belmont Academy and the Columbia County School District for 18 years combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.