Tampa, FL W Boy Scout Blvd Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

10

Of 728 advisors across 322 offices

Location

4221 W Boy Scout Blvd, Suite 190

Tampa FL 33607

Advisors at this office

10

Advisors at this office

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Randy D

Series 63, Series 66

Tampa, FL

Edelman Financial Engines

Randy Deitke is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Barry C

Series 63, Series 65

Tampa, FL

Edelman Financial Engines

Barry Cantrell II is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Ildemaro A

Series 65

Tampa, FL

Edelman Financial Engines

Ildemaro Asprino is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Personal Capital. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and serves a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Edgardo M

Series 63, Series 65

Tampa, Fl 3360, FL

Edelman Financial Engines

Edgardo Melendez is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Grant S

Series 66

Tampa, FL

Edelman Financial Engines

Grant Sparks II is a financial advisor at Edelman Financial Engines with nine years of industry experience. He has previously worked at Fisher Investments, Bank of America, Merrill, and Tom James Company. Sparks holds the Series 66 designation and is based in Tampa, FL. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and long-term investment approaches across a range of account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Matthew C

Series 65

Tampa, FL

Edelman Financial Engines

Matthew Collington is a Series 65-registered financial advisor with Edelman Financial Engines, based in Tampa, FL. He has five years of industry experience, including prior roles at Raymond James & Associates and Financial Engines Advisors. Collington’s career also includes positions at Trinity Wealth Securities, Florida Financial Advisors, and the Scion Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Anthony F

Series 63, Series 66

Tampa, FL

Edelman Financial Engines

Anthony Falco is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fisher Investments. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Ryan K

Series 63, Series 65

Tampa, FL

Edelman Financial Engines

Ryan Krug is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Morgan Stanley and Florida Financial Advisors and has a background in education, including a role as an SAT prep instructor and mathematics tutor. Outside of advising, he has been involved with WyzAnt as an employee focused on education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jeffrey D

CFA®, Series 63, Series 65

Tampa, FL

Edelman Financial Engines

Jeffrey Dietz is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Edelman Financial Engines and has previously worked at Fisher Investments, J.P. Morgan Securities, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar

Edward T

Series 66

Tampa, FL

Edelman Financial Engines

Edward Thorne III is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Reynolds & Reynolds Financial Partners. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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