Top college savings (529s, UTMA, etc.) financial advisors in Tallahassee, FL

Timothy Dean is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Nicholas Brinson, Gary Parsons, and Waddell & Reed Inc. He has also been involved with community organizations such as the Animal Shelter Foundation and the Rotary Club of Tallahassee. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

William Hilaman is a financial advisor with Raymond James Financial in Tallahassee, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with Raymond James and its affiliated firms since 2006, and previously spent three years at A.G. Edwards & Sons, Inc. Hilaman is also the owner of an independent support company, RJFS/Hilaman Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools such as probabilistic modeling, while maintaining a notable municipal advisory affiliation and offering specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services.

Joshua Gravois is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at T Rowe Price, Charles Schwab Bank, FirstBank, and service in the U.S. Air Force Reserves. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized supervisory and custody arrangements.

Stephen Austin is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life from 2014 to 2017. Austin is based in Tallahassee, FL. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and offers technology-enhanced portfolio management and estate-planning solutions.

Larry Barlow is a financial advisor with Bankers Life Advisory Services, Inc. based in Tallahassee, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he was involved in real estate through LWB Realty LLC and worked at Resolvley LLC. In addition to his advisory work, he serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents and provides educational services related to insurance and retirement. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.