Top medicare planning financial advisors in Sarasota, FL

Gina Tedesco is a financial advisor with NewEdge Advisors and holds a Series 66 designation. She has four years of industry experience and previously worked at Equitable Advisors LLC and WR Wealth Planners LLC. Outside of her advisory role, she is an instructor and coach at the State College of Florida 26 West Entrepreneurship Center and co-owns the Women’s Power Forum, a professional networking group. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Joseph Levine is a financial advisor at Hightower Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Hightower in 2025, he was involved in the wine industry through ownership roles at Suncoast Wine Cellars LLC and VinoVino LLC. Levine also owns a custom wine cellar business, Bespoke Wine Cellars FL, which is in the process of transitioning to a new owner. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes both affiliated and third-party managers.

Nicholas Fiegoli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with firms including UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he has a personal investment in the Grand Hyatt at Pagent Beach. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Erik Fischer is a CFP®-certified financial advisor with 10 years of industry experience, currently with Mass Mutual Investors Services in Sarasota, FL. He has held roles at MassMutual and Mezrah Financial. Outside of his advisory work, Fischer serves on the boards of two charities, Round of a Lifetime and A Kid’s Place, where he holds leadership positions related to finance and organizational management. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning and offers a range of programs including educational seminars and specialized event-driven planning services.

Charles Pritchett is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans that address clients' unique ambitions, including education funding, retirement lifestyle planning, and long-term family goals. His approach emphasizes simplicity and transparency in investment management to help clients navigate the complexities of wealth planning. Mr. Pritchett holds both a Bachelor's and a Master's degree from Salisbury University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, gardening, and spending time with his family.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.