Top passive / index investing financial advisors in Panama City Beach, FL

Dan Griggs is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at Summit Financial Group and Summit Brokerage Services. Griggs is also president of Austin Coordinated Resources, Inc., a financial services and tax entity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and unaffiliated managers.

Shattuck Lamm is a financial advisor with Keystone Private Wealth in Panama City Beach, FL, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley, Merrill, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in a software venture providing solutions for homeowners associations and owns an exotic car rental business. Keystone Private Wealth is a team of twelve advisors managing approximately $861 million, serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers comprehensive investment management, financial planning, and retirement-plan consulting, employing a customized, generally long-term approach that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments where appropriate.

Edward Moore is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Frank Clark Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, he also works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a large network of independent professionals, using multiple custody platforms and both proprietary and third-party investment strategies tailored to client objectives.

Jeffrey Muchard is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Securities America and INVEST Financial Corp. He also operates Muchard Financial, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to diversified investment strategies and operational tools.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

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.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.