Top financial advisors working with high-net-worth individuals in St. Petersburg, FL

William Puckett is a CFP® and PFS™ credentialed advisor at Edelman Financial Engines with 24 years of industry experience. He previously worked at Align Wealth Management for 19 years before joining Financial Engines Advisors L.L.C. in 2023. Puckett is involved in managing the winding up of Align Wealth Management following its asset sale to Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment orientation.

Eric Allen is a financial advisor with Stifel in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Davidson Investment Advisors, Inc., among other firms. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Mark Donohue is a financial advisor at Amuni Financial, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. manages portfolios for individuals, high-net-worth clients, trusts, estates, and charitable organizations using a fundamental, long-term investment approach. The firm combines broker-dealer services, insurance sales, and advisory programs, often managing assets on a non-discretionary basis.

Kayla Pelletier is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in St. Petersburg, FL. She has six years of industry experience and has been with Cambridge Investment Research and its affiliated firms since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Barry Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 29 years of industry experience. He holds the CFA® designation and Series 63 license. In addition to his advisory role since 2002, he has been affiliated with Kaplan Schweser and Hofstra University, where he has worked since 2008. Outside of finance, he serves as CEO of Reet Precision Technologies, LLC, a business where he focuses on strategic direction. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical modeling and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.