Top financial advisors working with high-net-worth individuals in Sebring, FL

John Swaine is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing member roles in multiple LLCs. Outside of advising, he serves part-time as a police officer with the Sebring Police Department. Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation and manages approximately $364 million for over 1,100 clients.

Matthew Grubb is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of financial services, he owns and operates Gettin' Grubb Outfitters LLC, a private land alligator hunting business in central and south Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Justin Biance is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and bringing 12 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at J Biance Wealth Management and Global Financial Private Capital. In addition to his advisory work, he is an author who sells a book related to finance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies across a broad client base.

Paul Clough is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has operated The Tax Maestro, Inc., a tax and accounting service firm, since 2011 and is president of the Orchid Society of Highlands County, where he manages and organizes activities. Clough has also been involved with Capital Wealth Strategies, Inc., providing financial services since 2006. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Michael Fitch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Citigroup Global Markets. He serves as president of the 3B Foundation, a charity based in Sebring, FL. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

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.