Elevate Financial Planning and Wealth Management

Jack Dickerson is a financial advisor at Elevate Financial Planning and Wealth Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Elevate, he held various roles in the hospitality and retail sectors. Elevate Financial Planning and Wealth Management is a registered investment adviser serving individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerances and offers both discretionary and non-discretionary services.

Cole Carson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been in the industry since 2025. His prior experience includes roles at RPAG/FlexPATH and Rimrock Capital Management, as well as academic work at the University of Miami. Elevate Financial Planning and Wealth Management is a registered investment adviser serving individual and high-net-worth clients with customized financial planning and portfolio management. The firm uses a tailored investment approach incorporating mutual funds, ETFs, individual equities, and third-party platforms, and maintains ongoing client relationships with periodic reviews and rebalancing.

Logan Goodwin is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of experience in the industry. Prior to joining Elevate, he worked in a variety of roles including positions at Orangetheory, DoorDash, and Aflac. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients, tailoring investment advice to client objectives, risk tolerances, and time horizons. The firm manages discretionary assets and offers ongoing planning and portfolio review services, utilizing a range of investment vehicles and third-party platforms.

Austin Young is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at McReif Group and Universidad De Valencia. Elevate Financial Planning and Wealth Management is a registered investment adviser serving individual and high-net-worth clients with customized financial planning and portfolio management. The firm focuses on tailored investment strategies aligned with clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Sean Lyons is a financial advisor at Elevate Financial Planning and Wealth Management in Chattanooga, TN. He holds a Series 65 credential and has one year of industry experience. Prior to joining Elevate, Sean worked at Charter Communications and has also been employed as a restaurant server. Outside of advising, he continues to work part-time as a server at a local restaurant. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment strategies to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Storm Benson is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and SHB Financial Group, among other roles. His background includes diverse work experiences outside finance, such as positions at Railroad Square Craft House and Tally Thai and Sushi. Elevate Financial Planning and Wealth Management serves primarily individual and high-net-worth clients, offering customized financial planning and portfolio management. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, employing mutual funds, ETFs, individual equities, and third-party asset management platforms.

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.

Cole Peterlin is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his career in the financial services industry in 2025. Prior to joining Elevate, Peterlin worked at Liberty University and Five Below. He is also involved with Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management is a registered investment adviser serving individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerances, using mutual funds, ETFs, individual equities, and third-party asset management platforms.

Carter Bowman is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has a diverse work background including roles in education and retail. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to 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.

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 in St. Petersburg, FL. He holds a Series 65 designation and has been in the industry since 2024, with prior experience at Orgel Wealth Management and the University of Wisconsin-Madison. Outside of finance, he has worked in recreation and wellbeing roles and has experience in educational and camp settings. 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 strategies based on client objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

William Murty 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 joining the firm, Murty worked in various roles primarily in the restaurant industry and briefly at KPMG and George Mason University. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services mainly to individual and high-net-worth clients. The firm tailors investment advice to client objectives and risk tolerances, utilizing a range of investment vehicles and ongoing portfolio reviews.

Andrew Schwan is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his advisory career in 2025. Prior to joining Elevate, he worked at SJC Ventures and has experience in various roles including hospitality and education. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to 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.

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.

Connor Ossorio is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at MyFundedFutures and Florida Financial Advisors. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment advice based on clients’ objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.