Flat-fee financial advisors working with self-employed clients in Vero Beach, FL

Anthony Tulsiram is a financial advisor with PNC Wealth Management in Vero Beach, FL, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital model account offered as an invitation-only employee pilot. The firm’s approach involves algorithm-driven portfolio recommendations with investments managed via approved models using mutual funds and ETFs.

Richard Yemm is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Secure Asset Management, L.L.C. and has held prior roles at firms including SCF Investment Advisors, Secura Financial, and Kovack Advisors. In addition to his advisory work, Yemm owns and operates Riley's Press, a book publication and distribution business. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and platforms for account management.

Thomas O'Connor is a financial advisor with Catalyst Financial Partners in Vero Beach, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. His prior roles include positions at Mariner Managed Account Solutions, Mass Mutual Investors Services, Metlife Securities, Baystate Wealth Management, and he serves as Of Counsel to a law firm, O'Connor, Carnathan & Mack, dedicating a small portion of his time to legal work. He is also an investor in Apex Quantitative Group, a quantitative investment manager. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs client-specific investment policies and long-term diversified strategies utilizing a range of investment vehicles, including ETFs, mutual funds, separate account managers, individual securities, and alternatives.

Amanda Darress is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Executive Manor Homeowners Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically those with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations.

Biran Herndon is a financial advisor at Herndon Wealth Services Inc. with six years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Impact Partnership Wealth, LLC, Brookstone Wealth Advisors, and Forta Financial Group, Inc. In addition to his advisory role, he has been involved with Elite Tax Advisory Services, LLC, providing tax preparation and insurance services since 2008. Herndon Wealth Services serves individuals, high-net-worth clients, and business entities through financial planning and consulting, focusing on comprehensive plan creation and ongoing client engagements without discretionary asset management. The firm offers tailored planning services including business, retirement, and estate planning, and distinguishes itself by using hourly engagements and not charging asset-based fees.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.