CFP®-certified financial advisors working with financial professionals in Orlando, FL

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

Christopher Bozas is a financial advisor with Raymond James Financial in Orlando, FL, holding the Series 66 designation and bringing eight years of industry experience. He has worked with several firms, including Merrill, IFP Securities LLC, and various Raymond James affiliates. He is also involved with Claycomb Wealth Management, a non-investment-related advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports a broad network of advisors with institutional consulting and portfolio management.

Meghan Collins is a financial advisor at Oakmonte Wealth Management in Orlando, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. She also works with Lifeboat Trust Services, LLC as a Client Services Associate. Oakmonte Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients, applying modern portfolio theory and a long-term trading approach tailored to each client.

Fernando Velandia is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following four years at Wells Fargo Advisors and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a combination of institutional advisory functions and market-facing registrations.

Michael Broadus is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Daytona Dodge from 2014 to 2019. He is also involved with Target House Property Solution LLC, a real estate business he has managed since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

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.