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Keith E. Downey

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Stronghold Wealth Management

1005 W Cleveland Street
Tampa, FL 33606
(813) 775-7099

Ross H. Cutler

MBA, CFP®, CTFA

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

King Tide Advisors

823 SE Osceola St
Stuart, FL 34994-3586
(772) 233-2052
CONNECT WITH Ross
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Ian Aguilar

CFP®

Partner & Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mellen Money Management LLC

1102 A1A N, Suite 206
Ponte Vedra, FL 32082
CONNECT WITH Ian
  • linkedin link

Susan K. Bradley

CFP®, CeFT®

Founder

Specialties: Getting Divorced, Life Planning, Sudden Wealth, Women's Finances

Financial Advisor serving Florida and the surrounding communities.

Sudden Money Institute

10 Huntly Circle
Palm Beach Gardens, FL 33418
(888) 838-9446
(561) 776-6209

Pete Kelly

CFP®

Specialties:

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Raymond James Financial Services

1113 SE 47th Terr Ste #3
Cape Coral, FL 33904
(239) 540-1454

Stacy J. Miller

CFP®

Founder & CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

BayView Financial Planning

3030 N Rocky Point Dr W, Ste 150
Tampa, FL 33607-7200
(813) 395-9501
CONNECT WITH Stacy
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Genevieve E. George

CPA, CFP®, CFE

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110

Maxine Weiner

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Florida and the surrounding communities.

2121 N. Ocean Blvd., 1003E
Boca Raton, FL 33431
(212) 532-4610

Ashley Tucker

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Waverly Advisors, LLC

350 W Cedar Street, Suite 401
Pensacola, FL 32502
(866) 871-3334
CONNECT WITH Ashley
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Diahann W. Lassus

CFP®, CPA/PFS

Owner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Diahann W. Lassus Consulting

227 40th Ave S
Jacksonville Beach, FL 32250
(908) 313-0530

John C. Beane, III

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Beane Atkinson Financial Services

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108

Beane Atkinson Financial Services

310 Dupont Street
Punta Gorda, FL 33950
(800) 433-5808
(239) 434-5808

Rene Bruer

CFP®

Co-CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Smith Bruer Advisors

1700 Summit Lake Drive Suite 102
Tallahassee, FL 32317

Smith Bruer Advisors

5825 Delmonico Drive
Colorado Springs, CO 80919
(850) 877-0803

Alan Hambourger

CFP®, CPA, PFS

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Florida and the surrounding communities.

Forum Financial Management, LP

4723 S Atlantic Ave, 4723 S Atlantic Ave
Ponce Inlet, FL 32127
(847) 702-5838

Iris J. Roth

CFP®, CHFC, AEP

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

John E. Pinkley

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Raymond James Financial

410 Hermitage Drive
Altamonte Springs, FL 32701
(800) 426-7449
(407) 246-4973

Daniel B. Goldberg

CFP®, ChFC, CLU

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

DBG Financial Group, Inc.

17852 US Highway 41 N
Lutz, FL 33549-4502
(888) 249-8649
(813) 961-7940

Barbara M. O'Neill

CFP®, CRPC, CFEd

Professor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Rutgers University

6695 SW 94th Circle
Ocala, FL 34481
(973) 903-7869

Katherine L. Hart

CFP®, AIF®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Asset Planning Group, Inc.

1450 Madruga Ave, Ste 306A
Coral Gables, FL 33146
(305) 669-5070

Sandra G. Stone

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Florida and the surrounding communities.

7709 Coral Colony Way
Lake Worth, FL 33467-6961
(954) 309-0150

David Harbeitner

CFP®

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

360 Central Ave, Suite 800
St Petersburg, FL 33701
(800) 987-4767
(800) 987-4767

Andrew T. Ames

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Florida and the surrounding communities.

Hackney, Ames & Company, PA, CPA's

128 W Oak St
Arcadia, FL 34266
(863) 494-6495 x203

John G. Espinosa

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

The John G. Espinosa Financial Group LLC

Po Box 162115
Miami, FL 33116
(305) 448-2020

Roger D. Oprandi, Jr.

CFP®,ChFC®, CIMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
(786) 264-4955
CONNECT WITH Roger
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Michael Hoeflich

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
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Matthew D. Saneholtz

CFA, CFP®, EA

Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors

1000 S Pine Island Rd, Suite 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Matthew
  • linkedin link

Preston A. Sizemore

CFP®

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
(561) 776-6494

Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC.

28100 US HWY 19 N, Suite 400
Clearwater, FL 33761
(704) 916-6920
CONNECT WITH Rebecca
  • linkedin link

Tracy L. Silpe

CFP®, CRPC®

Financial Advisor, Branch Manager

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Sabal Palm Financial | Raymond James Financial Services

2475 Mercer Ave, Ste 105
West Palm Beach, FL 33401-7447
(561) 327-7900
CONNECT WITH Tracy
  • linkedin link

M. Chris Redhead

CFP®

Executive Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Sequoia Financial Group

1408 N Westshore Blvd, Ste 804
Tampa, FL 33607
(813) 289-0551

Jonathan G. Cameron

CFP®

Co-Founder & Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

CameronDowning

5200 Blue Lagoon Drive, Suite 830
Miami, FL 33126
(305) 564-3794
CONNECT WITH Jonathan
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