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

G F

ChFC®, Series 63, Series 66

Edmond, OK

Independent Financial Partners

G Fransen is a financial advisor with Independent Financial Partners, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, including a long tenure at MML Investors Services, Inc. and M.M. Life Insurance Company prior to joining his current firm. 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 serving tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

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

Andrew G

Series 66

Cleveland, OH

Independent Financial Partners

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. 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 a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

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

Clark S

Series 63, Series 66

Conshohocken, PA

Independent Financial Partners

Clark Stossel is a financial advisor at Independent Financial Partners with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management for four years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients 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

Jeffrey M

Series 63, Series 65

Portsmouth, NH

Independent Financial Partners

Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fiduciary Private Wealth, Advisory Services Network, Salem Five Bank, and Enterprise Bank and Trust. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers. The firm supports a decentralized advisory model allowing individual advisers to set investment strategies while providing formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) services.

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

Christopher S

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Independent Financial Partners

Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan and pension consulting services.

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

Jessica S

Series 66

Jacksonville, FL

Independent Financial Partners

Jessica Sizemore is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. She has worked at IFP Securities LLC and American Federal Benefits Consultants, and also maintains a role at Sizemore & Associates, CPA's PLLC, providing administrative support for CPAs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. 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

Steven L

Series 63, Series 65

Edina, MN

Independent Financial Partners

Steven Lindell is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Landmark Advisors, where he is also involved in investor relations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account options.

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

Nicholas L

Series 63, Series 65

Plymouth, MN

Independent Financial Partners

Nicholas Lawton is an advisor at Independent Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pilot Capital Management Corp and MWA Financial Services Inc. before joining his current firm. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with multiple investment approaches and is noted 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

John H

Series 63, Series 66

Franklin, TN

Independent Financial Partners

John Hare is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial. Outside of his advisory work, Hare owns Fiduciary Impact LLC, where he provides fiduciary consulting and expert witness services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.

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

Michael N

CFP®, Series 63, Series 65

St George, UT

Independent Financial Partners

Michael Nielson is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes roles at Cetera Advisors LLC and Fireside Retirement Strategies, Inc. He is involved in multiple tax planning and insurance-related activities and provides tax preparation and consulting services under CPA supervision. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a 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 services.

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

James A

Series 63, Series 65

Clearwater, FL

Independent Financial Partners

James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting services. 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 and features a decentralized advisory model with notable retirement-plan consulting capabilities.

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

Mark J

Series 66

Madison, WI

Independent Financial Partners

Mark Jaeger is a financial advisor with Independent Financial Partners in Madison, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2019. Outside of advisory work, he is involved as a Mortgage Loan Originator with C and R Mortgage. 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 and offers both decentralized investment strategies and centralized asset management options, with a particular focus on retirement-plan advisory and pension consulting services.

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

Charles T

CFP®, Series 63, Series 65

Edmond, OK

Independent Financial Partners

Charles Tutt is a CFP® professional with 28 years of industry experience, currently with Independent Financial Partners. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial, LLC. He is also involved with Lifemore Financial Group, an entity through which he conducts investment advisory activities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and is noted 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

Carol S

Series 63, Series 65

Waukesha, WI

Independent Financial Partners

Carol Strehlow is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at IFP Securities, LLC since 2019 and has been associated with Independent Financial Partners since 2016. Strehlow is a minority owner of Retirement Plan Solutions, a firm providing wealth management services for individual clients and qualified plans. She also serves as a notary, performing this service without compensation. Independent Financial Partners offers 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 is noted 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

Ronald R

Series 66

Gulf Shores, AL

Independent Financial Partners

Ronald Rowell is a Series 66-licensed financial advisor with nine years of industry experience, currently with Independent Financial Partners. His career includes previous roles at LPL Financial, Edward Jones, Kestra Investment Services, and Kestra Advisory Services. Outside of advising, he is a business owner involved in a retail restaurant enterprise. 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 that serves individual, charitable, corporate, and high-net-worth clients, offering both decentralized and centralized investment strategies with a notable focus on formal retirement-plan advisory and pension consulting services.

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

Kyle S

Series 66

Glen Rock, PA

Independent Financial Partners

Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.

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

Mara O

Series 63, Series 66

Denver, CO

Independent Financial Partners

Mara Otley is a financial advisor at Independent Financial Partners with 15 years of industry experience. She has held positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, and Scottrade. 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 and is noted 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

Brandon M

Series 66

Jacksonville Beach, FL

Independent Financial Partners

Brandon Maresma is a financial advisor at Independent Financial Partners with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. In addition to his advisory work, he owns a CPA practice, Postillion Tax Consultants, which provides tax preparation, planning, payroll, and bookkeeping services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base with customizable investment strategies and has notable capabilities in retirement-plan advisory and pension consulting.

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

Michael P

Series 63, Series 66

Avon Lake, OH

Independent Financial Partners

Michael Petrus is a financial advisor at Independent Financial Partners with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Brighthouse Financial and Nordson Corporation. 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 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

Matthew P

Series 63, Series 66

Camillus, NY

Independent Financial Partners

Matthew Pfeiffer is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC for 11 years. Pfeiffer is also the owner of Harbor Wealth Advisors CNY, Inc., a financial services company, and is involved in insurance and annuity support roles. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a wide range of clients, with a notable focus on 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”)