CFP®-certified financial advisors in Pensacola, FL

Weston Cramer is a Series 66 licensed financial advisor with Equitable Advisors in Pensacola, FL, where he has worked since 2013. He has 12 years of industry experience, including prior service with Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for several family-owned trusts and grocery retail businesses, and he volunteers as a puppy raiser for Canine Companions, training future service dogs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a hybrid model that includes third-party asset managers and brokerage/insurance channels.

Ernest Commins is a CFP® professional with 43 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial, LLC since 2005. His background includes roles involving investment advisory and non-variable insurance products. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Pierce Broscious is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding a Series 65 credential with five years of industry experience. He has been with Saltmarsh Financial Advisors since 2019 and previously worked at Saltmarsh, Cleaveland & Gund and Paytech Commercial. Broscious attended the University of Georgia from 2014 to 2018. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes both passive and active investment vehicles across diversified asset classes.

Kelly Ryland is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 16 years of industry experience. Prior to joining Independent Financial Partners in 2019, Ryland worked at LPL Financial from 2014 to 2019. Outside of advisory work, Ryland is involved in insurance sales specializing in life and disability insurance. Independent Financial Partners serves a nationwide network of independent investment adviser representatives and manages over $12.5 billion in assets. The firm offers a decentralized advisory model with services including investment advisory, financial planning, trust, and retirement-plan consulting, notably providing formal retirement-plan advisory and pension consulting capabilities.

Kevin Frost is a financial advisor with Primerica Advisors based in Pensacola, FL, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Frost is also involved in business activities related to the sale of loan products, home security and automation referrals, and serves as Vice President of S.R Frost & Associates, Inc., a legal entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through model-delivery strategies developed by unaffiliated asset managers and supported by third-party custodians.

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.