Flat-fee financial advisors in Port St. Lucie, FL

Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2009 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he teaches CFP courses as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michael Modica is a financial advisor with Merrill in Port Saint Lucie, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to Merrill and Bank of America, where he has worked since 2019, he held roles at Pinnacle Association Management and Coldwell Banker. He serves as an executor and trustee in family estate matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Small is a CFP® with 21 years of experience in the financial services industry. She has held roles at Cetera since 2025 and previously worked at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. Kathryn also operated as a CPA from 2002 to 2018. Cetera Investment Advisers LLC is an SEC-registered adviser that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering multiple program structures and access to both affiliated and third-party managers.

Maria Orozco is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2010. She holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Young is a financial advisor with Discipline Wealth Solutions, Inc., holding a Series 65 designation and eight years of industry experience. He previously worked at CPR Investments Inc. and has operated as an independent insurance agent since 2017. Outside of his advisory role, he spent nine years as a charter fishing captain. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors with tailored investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm combines in-house management with third-party oversight and offers participant-level education and support for retirement clients.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.