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

Dorian A

Series 66

Mt. Shasta, CA

Commonwealth Financial Network

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth Financial Network since 2003 and also has a long tenure at Aiello, Goodrich & Teuscher dating back to 1980. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Drew T

Series 66

North Mankato, MN

Commonwealth Financial Network

Drew Totland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at Thrivent Financial and Pratt Wealth Management. Outside of his advisory role, he is employed as a bouncer at a local tavern in Mankato, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

David Y

Series 66

Waltham, MA

Commonwealth Financial Network

David Youngwirth is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He has worked at Commonwealth Financial Network since 2011 and also has experience with LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Valerie C

Series 66

San Diego, CA

Commonwealth Financial Network

Valerie Carlson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial since 2009 and joined LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Richard B

Series 63, Series 66

Waltham, MA

Commonwealth Financial Network

Richard Burke is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Financial and LPL Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Annie B

Series 66

Syracuse, NY

Commonwealth Financial Network

Annie Baker is a financial advisor with Commonwealth Financial Network based in Syracuse, NY. She holds a Series 66 designation and has six years of industry experience, all of which have been with PBJ Wealth Management. Outside of her advisory role, she serves as a board member of Geddes Federal Savings & Loan Association. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers discretionary and nondiscretionary managed account programs and access to third-party asset managers while providing custody, clearing, and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Martin Y

Series 63, Series 65

Lebanon, PA

Commonwealth Financial Network

Martin Yocum III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth since 2007. He is also vice president and co-owner of Yocum & Company, Inc., an entity facilitating securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing over $212 billion in client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Charles B

Series 66

Nottingham, NH

Commonwealth Financial Network

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Marc H

Series 63, Series 65

Roanoke, VA

Commonwealth Financial Network

Marc Hirshorn is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Metropolitan Life Insurance Company and Metlife Securities, Inc. He is the owner and president of Hirshorn Financial Services, LLC, a company that manages insurance, securities, and investment advisory business proceeds. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets through a broad platform of managed account programs, third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Mary T

CFP®, Series 63

Westlake, OH

Commonwealth Financial Network

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Brian G

CFP®, Series 66

Westborough, MA

Commonwealth Financial Network

Brian Ganger is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He previously worked at Ball Financial and operates Brian James Financial Services, Inc., an entity related to his securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Patricia P

Series 63, Series 65

San Diego, CA

Commonwealth Financial Network

Patricia Posada is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior roles include positions at Sagepoint Financial, INC. and OSAIC. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and their individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Ashley K

Series 63, Series 65

Auburn, MA

Commonwealth Financial Network

Ashley Kriner is a financial advisor with Commonwealth Financial Network in Auburn, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Commonwealth since 2016. Outside of advisory work, she is an assistant at Sparhawk Realty, LLC, a real estate management entity in Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Larry B

CFP®, Series 66

Albuquerque, NM

Commonwealth Financial Network

Larry Brown is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has prior experience at INVEST Financial Corp and operates Rob Brown LLC. His outside activities include managing an investment-related business under Rob Brown LLC called Invest for Life. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Eric J

Series 66

Bethesda, MD

Commonwealth Financial Network

Eric Jaffe is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. He is also president and owner of Jaffe Financial Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

David P

CFP®, ChFC®, Series 63, Series 65

Collierville, TN

Commonwealth Financial Network

David Pickler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked with Memphis Divorce Financial Consultants since 2017. In addition to his advisory work, he is president and practicing attorney of The Pickler Law Firm, LLC, and author of the book *Pillars of Purpose*. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
firm logo

Matthew C

Series 66

Groton, CT

Commonwealth Financial Network

Matthew Carney serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2017. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, focusing on areas including executive compensation, equity compensation services, family wealth management strategies, and socially responsible investing. His approach emphasizes personalized financial planning and clear communication to help clients understand their current financial situation and align their strategies with their long-term goals. Matthew holds a Bachelor's degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During his time at St. Mary's, he was a member of the men's varsity lacrosse team and participated in the student-athlete advisor committee, leading community service events and fundraisers for local nonprofits. Outside his professional role, Matthew remains active in alumni associations for St. Mary's lacrosse and The Potomac School. He contributes to community involvement through events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Matthew resides in Washington, DC, and enjoys traveling, attending concerts, and spending time with his family.

Wealth management Long-term care insurance General estate planning guidance Social Security optimization ESG / Sustainable investing Executive
user avatar
firm logo

Kimberly T

Series 63, Series 66

Wickenburg, AZ

Commonwealth Financial Network

Kimberly Tillinghast is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has served at Commonwealth since 2016 and is a part-owner of Mpact Financial Group, LLC, where she has been active since 2011. Kimberly also manages her own accounting and tax services through a separate entity and provides accounting support to family members. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and a range of investment options with a focus on both discretionary and nondiscretionary portfolio management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jennifer L

CFP®, Series 63, Series 66

Paso Roble, CA

Commonwealth Financial Network

Jennifer Langstaff is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 66 licenses, with 31 years of industry experience. She has worked at Commonwealth Financial Network since 2023 and previously was with Independent Financial Group, LLC for ten years. Langstaff is also a co-owner of Legacy Retirement Advisors, a private entity involved in securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and a variety of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Stacy K

Series 65, Series 63

Grover Beach, CA

Commonwealth Financial Network

Stacy Korsgaden is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She previously worked at Farmers Financial Solutions, LLC and Farmers Insurance Group. Outside of advising, she is a candidate in the campaign for California Insurance Commissioner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, utilizing both internally managed portfolios and third-party platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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”)