Lakeland, FL Office

Lance Pearce is a financial advisor at Amerity Wealth Management, LLC in Lakeland, FL, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at Pearce Financial and The Retirement Group, LLC. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and management services, typically managing accounts on a discretionary basis and utilizing third-party model portfolios and multiple platforms.

Alexander Stojkovic is a Series 65-licensed advisor at Amerity Wealth Management, LLC with six years of industry experience. He has held roles at multiple affiliated entities, including Alexander Peter Wealth and international branches, since 2009. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets, offering services such as asset management, financial planning, and specialized UK pension transfer and management solutions.

Brian Pearce is a financial advisor with Amerity Wealth Management, LLC in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include leadership at his own firm, Pearce Financial, as well as positions at Retirement Resources of Central Florida, World Equity Group, Inc., and The Retirement Group, LLC. In addition to his advisory work, Pearce is an insurance professional who presents seminars related to annuity products. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, high-net-worth households, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, and specialized services including UK expatriate pension transfers, utilizing third-party model managers and a variety of investment vehicles to implement individualized portfolio strategies.

Joshua Fain is a financial advisor with Amerity Wealth Management, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has worked with Amerity Wealth Management since 2022 and previously with Beacon Global Advisor Network and Claraphi Advisory Network. In addition to his advisory role, he is an independent insurance agent in Florida, dedicating significant time to this activity. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services including UK expatriate pension transfers, employing a range of investment strategies through multiple custodians and co-advisory arrangements.