Top business Financial Management financial advisors in Sanford, FL

Gary Kaltbaum is the principal of Kaltbaum Capital Management with 42 years of experience in the industry. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he hosts a daily radio show and contributes to Fox News Business as a media commentator. Kaltbaum Capital Management serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management across equities, fixed income, and ETFs. The firm employs fundamental and technical analysis along with daily portfolio monitoring, and provides investment research, consulting, and market commentary to a broad audience.

Barbara Deboer is a financial advisor at Greenup Wealth with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Greenup Wealth in 2023, she worked at Regal Securities for ten years. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements in-house management with selected third-party managers when appropriate.

Demel Gonzalez is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Heartwood Financial Services in Sanford, FL. She has been with the firm since 2012. Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis in managing diverse investments, including digital assets and covered-call strategies, and conducts all portfolio management and planning functions through a single primary advisor.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.