Bradenton, FL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,209 advisors across 5,116 offices

Location

Bradenton FL

Advisors at this office

6

Advisors at this office

user avatar

Stuart H

Series 63, Series 65

Bradenton, FL

Cetera

Stuart Haw is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes Investors Capital and self-employment since 1996. He is also involved as an agent in fixed insurance products covering life, health, disabilities, annuities, long-term care, and travel. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Michael C

CFP®, Series 63

Bradenton, FL

Cetera

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher C

CFP®, Series 63

Bradenton, FL

Cetera

Christopher Callero is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Fortis Investors, Inc. for over three decades and manages Callero Capital Management, his wealth management entity established in 1992. Outside of his advisory work, he is involved with Simplicity Group, focusing on fixed insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Mark C

CFP®, Series 63, Series 65

Bradenton, FL

Cetera

Mark Carnes is a CFP®-designated financial advisor with 46 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Additionally, he is a partial owner of Prosperity Wealth Management LLC, a financial services firm he has been involved with since 1999. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Alan H

Series 63

Bradenton, FL

Cetera

Alan Hughes is a financial professional at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial LLC and Guided Financial Strategies, LLC. Hughes serves as president of Special Friends Charities, Inc., a nonprofit organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

James L

Series 63, Series 66

Bradenton, FL

Cetera

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")