Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas C
Series 63, Series 65
Freson, CA
Kerr Wealth Management
Thomas Chandler is a financial advisor at Kerr Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill (1997–2014), LPL Financial (2014–2018), and Kovack Securities (2018–present). Outside of advisory work, he is also involved in life insurance sales. Kerr Wealth Management serves individual clients, business owners, corporations, and charitable organizations with investment management and financial planning. The firm offers portfolio management, financial plans, and retirement plan consulting, managing discretionary accounts using a mix of passive and active strategies while also providing services for employer-sponsored retirement plans.
Todd P
Series 63, Series 65, Series 66
Fresno, CA
Kerr Wealth Management
Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Wells Fargo Clearing, and Prudential Equity Group. He has been with Kerr Wealth Management since 2020. Kerr Wealth Management provides investment management and financial planning for individuals, business owners, corporations, and charitable organizations, including services for retirement plans. The firm manages discretionary accounts using a combination of passive and active strategies and offers both limited-scope and discretionary advisory services for employer plans.
Andrew K
Series 63, Series 65
Oakwood, OH
Kerr Wealth Management
Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters