CFP®-certified, divorce financial planning financial advisors in Okeechobee, FL

Bryan Finnegan is a financial advisor at Edward Jones in Okeechobee, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Ally Financial for seven years and Deloitte for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Susan Bonanno is a financial advisor with LPL Financial in Okeechobee, Florida, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial in 2025. Outside of her advisory work, she is the owner of Dreams Come True Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) based in Okeechobee, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has been affiliated with Eagle Strategies and its related entities since 2015. Tewksbury serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with R.M. Stark & Co., Inc. since 1996. Outside of finance, Kilmartin is co-founder and general manager of USA Select Basketball, LLC, which helps American basketball players find professional opportunities internationally. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, retirement plans, corporations, and other entities. The firm employs an asset-allocation driven approach using fundamental and technical analysis, offering a range of portfolio strategies from conservative to aggressive.

Michael Costopoulos is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. He has worked across multiple affiliated firms including Copperleafe Wealth Management and Costopoulos & Associates, LLC. Outside of advisory work, he is a CPA partner at Costopoulos & Helton, P.A., providing accounting, tax, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

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 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.

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 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.