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Diana L. Plucienkowski

CFP®, CDFA

President/Owner

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

Financial Advisor serving Florida and the surrounding communities.

Dane Financial Group

4179 Davie Rd, Ste 100
Fort Lauderdale, FL 33314
(954) 791-0700

Josette C. Rathbun

CFP®

First Vice Prsident -Wealth Management

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

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

Merrill Lynch

13250 University Center Blvd
Fort Myers, FL 33907
(239) 432-6806

Matt Chancey

CFP®

CFP

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

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

1211 East Kennedy Blvd, 440
Tampa, FL 33602
(407) 832-0805

John M. West, III

MBA, CFP®

Advisor / COO / CCO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Spraker Wealth Management

543 North Wymore Rd, Ste 104
Maitland, FL 32751
(407) 478-7899

Joshua S. Davis

MBA, CFP®

Owner/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.

Davis Private Wealth, LLC

1035 State Road 7, Suite 315-14
Wellington, FL 33414
(561) 284-8999
CONNECT WITH Joshua
  • facebook link
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Marisa Bradbury

CFP®, CFA

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746
(586) 242-9706

John A. Piotrowski

CFP®, APMA®, CRPC®

Private Welath Advisor

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

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

Ameriprise Financial

350 E Las Olas Blvd, Ste 1700
Fort Lauderdale, FL 33301
(954) 308-4905
CONNECT WITH John
  • facebook link
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John T. Baxa

CFP®

President

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

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

Baxa Advisors, Inc.

780 Fifth Avenue South, Suite 200
Naples, FL 34102
(877) 380-6500
(239) 325-1890
CONNECT WITH John
  • linkedin link

David S. Carson

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114
(800) 446-6117
(386) 760-2000

C. Wayne Edwards

CFP®, MBA

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

Financial Advisor serving Florida and the surrounding communities.

Professional Financial Planning, Inc.

1682 B Metropolitan Cir
Tallahassee, FL 32308-3797
(850) 386-2323

Steven Trend

CFP®

Financial Planner

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

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

Prudential Financial

14270 Evelyn Drive
Palm Beach Garden, FL 33410
(914) 528-7700
CONNECT WITH Steven
  • facebook link
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Robert W. Schlitt, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

James A. Wyrostek

CFP®, CLU, ChFC, AEP

Managing Principal

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Business Taxes, Estate...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wyrostek Financial Group, LLC

9966 SW 78th Ln
Ocala, FL 34481-3203
(260) 437-4713
CONNECT WITH James
  • facebook link

Thomas Schneberger

CFP®

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

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

Prometheus Capital Management

4705 Alexandria Ct.
Palmetto, FL 34221

Prometheus Capital Management

30 South Main St
Yardley, PA 19067

Prometheus Capital Management

1205 Beach Ave
Cape May, NJ 08204
(610) 506-9690

Donald L. Haisman

CFP®

President

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

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

Haisman Wealth Management, Inc.

6830 Porto Fino Cir, #1, Ste 1
Fort Myers, FL 33912
(800) 724-1288
(239) 939-3235

Jay T. Hoffmeister

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Ameriprise Financial Services, Inc.

2310 Manatee Ave W
Bradenton, FL 34205
(941) 755-6999

John M. Mott

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.

Mott & Associates

415 32nd St W
Bradenton, FL 34205-2528
(800) 779-4592
(941) 746-3216

Matthew A. McGrath

CFP®

Managing Partner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

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

Johanna M. Lobdell

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Fusco Financial Services

2402 NE 8th Ave
Wilton Manors, FL 33305
(954) 524-0900

James L. Erb, Jr.

CFP®, CLU, ChFC,CASL

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Florida and the surrounding communities.

James L. Erb & Associates

3717 West North B St
Tampa, FL 33609
(813) 426-1049

Larry Breen

CFP®, CLU, ChFC

Founder

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

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

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
(407) 712-6780
CONNECT WITH Larry
  • facebook link
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Denise M. Stephens

CFP®

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.

Princeton Financial Services, Inc.

13301 SW 95 Ave
Miami, FL 33176
(305) 253-9604

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

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
(786) 264-4955
CONNECT WITH Roger
  • facebook link
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David R. Eggleston

CFP®

Vice President

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

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

Della Porta Group, Inc.

7807 Bay Meadows Rd E, Ste 301
Jacksonville, FL 32256
(904) 646-0310 x 150

John I. Mayfield, III

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

SunTrust Investment Services

76 S Laura St, 19th Floor
Jacksonville, FL 32202
(904) 477-0027

Lea Smith Johnson

CFP®, MBA, RFC, FIC

Owner, Founder, CEO, Independent Advisor

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

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

Triple Crown Wealth Finance

3970 SR 64 E
Bradenton, FL 34208
(941) 462-2731
CONNECT WITH Lea
  • facebook link
  • linkedin link

Scott R. Schatzle

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Mutual Trust Advisory Group

9480 Corkscrew Palms Cir, Ste #3
Estero, FL 33928
(239) 898-1534

Michael J. Searcy

CFP®, ChFC, AIFA®

President & CEO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Searcy Financial Services, Inc.

4851 Tamiami Trail North, Suite 200
Naples, FL 34103
(913) 814-3800
CONNECT WITH Michael
  • facebook link
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