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

Alexander F

Series 66

Chicago, IL

Aaron Wealth Advisors

Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Co. LLC and Goldman Sachs AYCO Personal Financial Management. He serves as a board member of the Ukrainian Museum-Archive Inc., a cultural institution. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm emphasizes outsourced portfolio management platforms and offers option overlay strategies while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Tomasz G

CFA®, Series 63, Series 66

Chicago, IL

Aaron Wealth Advisors

Tomasz Gogola is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Aaron Wealth Advisors and has previously worked at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, and institutional clients, offering discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm employs an outsourced platform to access third-party managers and provides option overlay strategies, while also maintaining an affiliated insurance advisory entity that collaborates with insurance brokers and agents.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Matthew M

CFP®, Series 66

Chicago, IL

Aaron Wealth Advisors

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Vincent B

Series 66

Chicago, IL

Aaron Wealth Advisors

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Adrianna S

Series 63, Series 65

Chicago, IL

Aaron Wealth Advisors

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Konstantine A

CFA®, Series 66

Chicago, IL

Aaron Wealth Advisors

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Nicholas G

Series 65

Chicago, IL

Aaron Wealth Advisors

Nicholas Grossi is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Aaron Wealth Advisors, he worked at CNA Surety and Scotiabank. Aaron Wealth Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm utilizes an outsourced platform for third-party manager access and provides option overlay strategies, catering to sophisticated individuals, business owners, and family offices.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Jennifer B

CFP®, CFA®, Series 63

Chicago, IL

Aaron Wealth Advisors

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Dimitra M

Series 65

Newport Beach, CA

Aaron Wealth Advisors

Dimitra Mina is a financial advisor at Aaron Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Aaron Wealth Advisors, she worked at Thirion Capital Ltd. and Gate One, and has academic experience from the University of Oxford and University of Exeter. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management as well as standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering specialized option overlay strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar
firm logo

Gary H

Series 66

Chicago, IL

Aaron Wealth Advisors

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
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”)