Elevate Financial Planning and Wealth Management

Jack Dickerson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining Elevate, he had various roles in the hospitality and retail sectors. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm uses fundamental analysis and strategic asset allocation, tailoring investment strategies across mutual funds, ETFs, and individual equities, while coordinating with clients’ other professionals for implementation.

Cole Carson is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience, including roles at RPAG/FlexPATH and Rimrock Capital Management, and has an academic background from the University of Miami. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients' other professionals for implementation and ongoing portfolio reviews.

Austin Young is a Series 65-licensed financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. His previous roles include positions at McReif Group and academic affiliations with Universidad De Valencia and the University of North Florida. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with tailored financial planning and portfolio management, utilizing fundamental analysis, strategic asset allocation, and a combination of investment approaches. The firm employs a multidisciplinary adviser team and incorporates third-party managers and technology platforms to implement and monitor portfolios.

Gavin Watson is an advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding Series 63 and Series 65 licenses. He joined Elevate in 2026 and has prior experience at Vanderbilt University and Vaquero Capital LLC. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team, employing fundamental analysis and a mix of strategic and tactical asset allocation across mutual funds, ETFs, and individual equities.

Sean Lyons is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience and previously worked at Charter Communications and Auburn University. Outside of his advisory role, Sean works as a restaurant server. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm utilizes fundamental analysis and strategic asset allocation across various investment vehicles, coordinating with clients’ other professionals to manage held-away assets and regularly reviewing portfolios.

Storm Benson is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and SHB Financial Group, among other roles. His background also includes experience outside finance in hospitality and retail businesses. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, utilizing strategic asset allocation and a combination of fundamental analysis and tactical approaches. The firm employs a multi-adviser team and integrates third-party managers and technology platforms to tailor investment strategies and coordinate with clients’ other professionals.

Ryan Blumthal is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential. He has experience in financial services since 2023, including roles at Jotoro and Count5, and prior work in education. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ objectives, risk tolerances, and time horizons.

Carter Bowman is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles in education at Eastern Kentucky University and Bardstown City Schools. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm employs fundamental analysis and strategic and tactical asset allocation, utilizing a mix of mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

Francisco Lasanta Gorbea is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2025. Prior to this role, his work experience includes positions at HMS Host, Walmart, and Publix. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Benjamin Shinners is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Orgel Wealth Management and the University of Wisconsin-Madison. His background also includes roles outside finance, such as positions at YMCA Camp Manitou and Delong Middle School. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients through a multi-adviser team, providing customized financial planning and discretionary and non-discretionary portfolio management. The firm employs fundamental analysis and strategic asset allocation across a range of investment vehicles, coordinating with clients’ other professionals and leveraging third-party managers and platforms for implementation.

Alexander Benham is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Elevate, he worked in various roles including at the University of San Diego Athletics Department and PotomacWave Consulting. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients, offering customized financial planning and both discretionary and non-discretionary portfolio management through a multi-adviser team. The firm employs fundamental analysis and tactical asset allocation across mutual funds, ETFs, and individual equities, and often utilizes third-party managers and turnkey asset management platforms for implementation.

William Murty is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds the Series 65 designation and previously worked at George Mason University and KPMG. Before entering the financial industry, he spent several years working in the restaurant sector. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and strategic asset allocation across mutual funds, ETFs, and individual equities, and works through a multi-adviser team to coordinate with clients’ other professionals.

Kaleb Bedard is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation. He joined the firm in 2026 and has experience working in various roles prior to advisory, including positions at the YMCA, Copper Cellar, Ace Hardware, and Knox County Schools. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm utilizes a combination of fundamental analysis, strategic and tactical asset allocation, and both long- and short-term investment approaches, often employing mutual funds, ETFs, and individual equities in client portfolios.

David Carnahan is a financial advisor at Elevate Financial Planning and Wealth Management in Chattanooga, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Elevate, he held various positions including roles at Black Creek Club and Nashville Toons. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives, risk tolerances, and time horizons, utilizing a range of investment vehicles and third-party platforms.

Oscar Cruz Salas is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate and Precision Services LLC since 2026. Prior to his advisory career, his work experience includes roles in education and other industries. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation to tailor investment strategies and coordinates with clients’ other professionals for implementation.