Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Nicky D

Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

Nicky De Young is a financial advisor with 21 years of industry experience, currently with 1 St Discount Brokerage, Inc., where he has worked since 2002. He holds a Series 66 designation and previously worked at Portsmouth Financial Services from 2020 to 2024. Outside of his advisory role, he owns a CPA firm specializing in taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to guide investment decisions and serves clients through both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Ned P

Series 63, Series 66

Providence, RI

1 St Discount Brokerage, Inc.

Ned Pascucci is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, holding Series 63 and Series 66 licenses with 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years and at 1 St Discount Brokerage for three years. He is also registered as an insurance agent. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach guided by written policy statements and multiple analytical methods, operating both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

John M

Series 63

Half Moon Bay, CA

1 St Discount Brokerage, Inc.

John Mchugh II is a financial advisor at 1 St Discount Brokerage, Inc. with 49 years of industry experience. He holds a Series 63 designation and has worked at 1 St Discount Brokerage since 2002, as well as at Thomas F. White & Co., Incorporated and Mcclurg Capital Corporation since 1990. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans, offering a range of advisory services including portfolio management, financial planning, pension consulting, and tax/accounting through its MyCFO offering. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions, operating both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Ebba G

Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Jeffrey B

Series 63, Series 65

Providence, RI

1 St Discount Brokerage, Inc.

Jeffrey Bogosian is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Discount Brokerage, Inc. since 2003. Bogosian serves on the boards of the J. Arthur Trudeau Memorial Center and the Rhode Island Airport Corporation. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, employing a range of investment strategies guided by written policy statements. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, serving both high-net-worth and non-high-net-worth clients.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

William C

Series 63, Series 65

Lake Worth, FL

1 St Discount Brokerage, Inc.

William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

George R

Series 63, Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)