user avatar

Scott Siripalaka

Advisor at Thrivent Investment Management

Updated today

Location

Newfoundland, NJ 07435

Credentials

Series 63, Series 65

Industry experience

20 years

About

Scott Siripalaka is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual and Foresters Financial Services. Since 2005, he has been affiliated with Thrivent in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with a managed-account program under a consolidated billing option known as WealthPlan, while maintaining planning and investment management as distinct services.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

2920 State Rt 23

Newfoundland, NJ 07435

Most active in

Kansas · New Jersey · Texas

Work history

Thrivent Financial

2020 - Present (6 years)

Thrivent Financial

2020 - 2020 (1 year)

Thrivent Investment Management Inc

2020 - Present (6 years)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Northwestern Mutual Life Insurance Company

2019 - 2020 (1 year)

Foresters Financial Services

2018 - 2019 (1 year)

Thrivent Financial

2005 - 2018 (13 years)

Thrivent Investment Management Inc

2005 - 2018 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
user avatar

John D

Series 63, Series 65

Denville, NJ

Chambers Capital, LLC

John Dibello is a financial advisor at Chambers Capital, LLC in Denville, NJ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chambers Capital since 2015. He also has experience with Precision Financial Services from 2020 onward. Chambers Capital provides discretionary portfolio management primarily for high- and ultra-high-net-worth individuals, focusing on quantitatively driven strategies that combine equity exposure, ETF-based fixed income, and active macro hedging. The firm manages a small number of accounts internally, employing a mix of fundamental, technical, and quantitative analysis alongside options trading under discretionary authority.

Options & derivatives strategies Passive / index investing
user avatar

Gene T

CFA®

Fairfield, NJ

3i Wealth Management LLC

Gene Tortorello is a CFA® charterholder and financial advisor with five years of industry experience. He is the principal of 3i Wealth Management LLC and has previously worked at Hedged Alpha Capital Management, PGIM, First Principles Capital Management, and ACA Compliance. In addition to his advisory role, he provides tax advisory and accounting services. 3i Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, integrating investment strategies that include derivative-linked instruments and hedging. The firm also provides business and tax advisory services through its in-house accounting practice.

Income planning Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Joseph O

Series 65

Pompton Plains, NJ

Obertlik Wealth Management LLC

Joseph Obertlik is the principal and sole advisor at Obertlik Wealth Management LLC, holding a Series 65 credential. He has been with the firm since its founding in 2025 and has no prior industry experience. Outside of financial advising, he serves as president of several non-investment businesses, including vending operations and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management services to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis for investment selection and offers personalized portfolio management with periodic rebalancing and quarterly reviews.

Active portfolio management Tax-loss harvesting
user avatar

Ketu D

Series 65

Totowa, NJ

I-Squared Wealth Management, Inc.

Ketu Desai is a financial advisor at I-Squared Wealth Management, Inc. in Totowa, NJ, with nine years of industry experience. He holds a Series 65 designation and has been with I-Squared Wealth Management since 2016. Desai serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management provides discretionary asset management and institutional investment consulting to individuals, high net worth clients, and retirement plans. The firm employs a range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances while also offering defined retirement plan consulting to employer plan sponsors.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Derrick H

Series 65

Woodland Park, NJ

Amber Wealth Advisors, LLC

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has prior work experience at Shiseido Americas Corporation and Marubeni America Corporation. Amber Wealth Advisors, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on fundamental analysis and Modern Portfolio Theory in its investment recommendations. The firm emphasizes tax-aware advice and business-planning services, using a billing structure based on hourly and fixed fees rather than asset-based charges.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")