Top options & derivatives strategies financial advisors in Panama City, FL

Joe King Jr. is a financial advisor with LPL Financial in Panama City, FL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Raymond James & Associates, and Citigroup Global Markets. Outside of his advisory work, he is an author with several published books. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment services supported by extensive technology and a large network of advisors.

John Farrell is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His work history includes roles at Wells Fargo Clearing and Hancock Whitney Bank. He serves on the board of the Anchorage Children's Home, meeting monthly to support the charity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Malissa Romack is a CFP® professional with 29 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2011, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as an attorney-in-fact and trustee for investment-related trusts in Panama City, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models.

Bradlee Hilley is a CFP® with 10 years of experience currently serving at First Command Advisory Services. His career includes roles at First Command Insurance Services Inc. and First Command Financial Planning, and he has served in the United States Army National Guard since 2013. Outside of his advisory work, he is a partner in a local coffee shop, Hilltrust Coffee, LLC, where he assists with business operations. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Richard Filippi is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he leads and moderates discussions on current foreign policy topics for the Encore Life-long Learning program at Gulf Coast State College. 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 programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.