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

Maziar M

Series 63, Series 65

Tampa, FL

Independent Financial Partners

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019 and was previously with LPL Financial from 2016 to 2019. Monshi also manages client assets through his own business, Monshi & Associates. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Gregg S

CFP®, Series 63, Series 65

Hockessin, DE

Independent Financial Partners

Gregg Somerville is a CFP® with over 41 years of experience in the financial industry. He is currently with Independent Financial Partners and has previously worked at Realta Equities, Inc. and Realta Investment Advisors for 11 years. Outside of his advisory role, he owns and operates Somerville Investments, a business focused on portfolio management and financial projections. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm is noted for its decentralized investment approach and formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Nicholas P

Series 65

Arlington, TX

Independent Financial Partners

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Renzo C

CFP®, Series 63, Series 65

Conshohocken, PA

Independent Financial Partners

Renzo Cerabino is a CFP® with four years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2024. He previously worked at PNC Private Bank for eight years. Cerabino occasionally teaches continuing legal education classes on estate planning. Independent Financial Partners is a nationwide advisory firm managing over $12.5 billion in assets through a decentralized model that allows advisors to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Andrew R

Series 63, Series 66

Lone True, CO

Independent Financial Partners

Andrew Ross is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Diamond Wealth Management. Ross joined Independent Financial Partners in 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Konrad K

Series 66

San Antonio, TX

Independent Financial Partners

Konrad Kuykendall is a financial advisor with Independent Financial Partners in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with IFP Securities, LLC since 2019 and with Independent Financial Partners since 2016, including a prior role at LPL Financial. Outside of advising, Kuykendall serves as a board member of the LARK Family Foundation, a charitable giving organization. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform providing both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Benjamin H

Series 66

Cleveland, OH

Independent Financial Partners

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Joshua D

Series 66

Lexington, KY

Independent Financial Partners

Joshua Dunn is a financial advisor at Independent Financial Partners in Lexington, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Independent Financial Partners and IFP Securities LLC in 2021, he was self-employed from 2015 to 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies set by individual advisors and centralized management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Dustin A

Series 63, Series 65

Oregon, OH

Independent Financial Partners

Dustin Alexander is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, VOYA Financial Advisors, New England Securities, and Stirling Capital, where he remains active. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners is a national firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with various investment options and is noted for its retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Peter G

CFP®, CFA®, Series 63, Series 65

Edmond, OK

Independent Financial Partners

Peter Gregory is a CFP® and CFA® with 46 years of experience in the financial industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has served since 2016 and 2019, respectively. Gregory also has experience with LPL Financial and maintains involvement in investment-related business activities through LIFEMORE Financial Group and IFP Insurance Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and provides a decentralized advisory model alongside specialized retirement-plan consulting and trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Robert D

Series 63, Series 65

San Antonio, TX

Independent Financial Partners

Robert Deming is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His career includes roles at MSI Financial Services, LPL Financial, and IFP Securities. Beyond his advisory work, Deming serves as president of the board for Friends of Enchanted Rock and holds board positions with several nonprofit organizations focused on community support and historical preservation. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves individual, charitable, corporate, and high-net-worth clients with a focus on retirement-plan advisory, pension consulting, and compliance with Department of Labor rollover guidance.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Kevin S

Series 66

Baltimore, MD

Independent Financial Partners

Kevin Somerville is a financial advisor with Independent Financial Partners in Baltimore, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Somerville Investments, Colorado College, and Constellation Energy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

James C

CFP®, Series 66

Buffalo, NY

Independent Financial Partners

James Cosgriff IV is a CFP® professional at Independent Financial Partners with seven years of industry experience. He has worked previously at Securities America Advisors and Dopkins Wealth Management, LLC. Outside of his advisory role, he owns a wealth management firm and a tax preparation service that serves his own clients. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm provides a decentralized advisory model with specialized retirement-plan consulting and coordinated trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Johnny N

Series 63, Series 65

Edmond, OK

Independent Financial Partners

Johnny Nixon III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales covering life, disability, and long-term care. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Sean S

Series 66

Baltimore, MD

Independent Financial Partners

Sean Somerville is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Realta Investment Advisors. Somerville owns Somerville Investments, where he manages client portfolios and develops comprehensive financial plans. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, supports multi-advisor platforms, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

William H

Series 63, Series 65

Tampa, FL

Independent Financial Partners

William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting 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”)