Tampa, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SimplyRIA Advisor Network
Team
Firm-wide stats for SimplyRIA Advisor Network
About
SimplyRIA Advisor Network provides advisory services to individuals (including high net worth clients), trusts and estates, and qualified retirement plans. The firm delivers discretionary and non-discretionary investment management, financial planning, consulting/Assets Under Advisement (held-away) services, and retirement plan services, and it continues to sponsor a legacy wrap-fee program that is not open to new clients.
The firm operates as an RIA-aggregator: supervised Investment Adviser Representatives run independent practices under the Firm’s compliance and supervision, and clients are serviced by a designated IAR who tailors portfolios to stated objectives, risk tolerance, and constraints. Portfolio implementation may use a mix of active and passive strategies, third‑party sub-advisers or model platforms, periodic rebalancing, and — where appropriate — advisory insurance products and alternative investments (including privately placed securities, DSTs, and Qualified Opportunity Funds).
Compared with many multi-team peers, SimplyRIA’s aggregator structure and the continued sponsorship of a closed-to-new-clients wrap program are distinguishing operational features. The brochure also discloses an affiliated sub‑adviser (SmarterWay) and affiliated insurance marketing relationships, and notes access to alternative private investments and an optional third‑party estate‑planning software tool — items that can affect suitability, conflicts of interest, and the scope of client due diligence.
Based on SimplyRIA Advisor Network
Expertise
Based on SimplyRIA Advisor Network
Location
3104 N Armenia Ave, Unit 2
Tampa FL 33607
Advisors at this office
3
Advisors at this office
Elizabeth M
Series 65
Tampa, FL
SimplyRIA Advisor Network
Elizabeth Merkin is a financial advisor at SimplyRIA Advisor Network with a Series 65 credential. She has one year of industry experience and previously worked at Worth A.I. and Kingsbury Financial Advisors. She has also held roles in academia and the food service industry. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering discretionary and non-discretionary investment management along with financial planning and retirement services. The firm operates as an RIA-aggregator, with Investment Adviser Representatives managing independent practices under centralized compliance and supervision, utilizing a range of investment strategies and alternative products.
Anthony L
Series 65
Tampa, FL
SimplyRIA Advisor Network
Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.
Sefton B
Series 63, Series 65
Tampa, FL
SimplyRIA Advisor Network
Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)