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

Melissa B

Series 63, Series 66

Red Bank, NJ

Molokai Advisors

Melissa Bickerstaff is a financial advisor at Molokai Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Old City Securities, Merida Capital Holdings, and Bank of America. Outside of her advisory role, she is involved with Umergence LLC. Molokai Advisors provides investment management and consulting services primarily to pooled investment vehicles and institutional clients, while also offering advisory services to individuals. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, serving a broad range of institutional client types.

Private / alternative investments Cross-border / expatriate tax planning Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Thomas G

Series 63, Series 65, Series 66

Red Bank, NJ

Molokai Advisors

Thomas Gallagher is a financial advisor at Molokai Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Bluestone Growth Partners LLC, Umergence LLC, and Maxim Group LLC. Molokai Advisors provides investment management and consulting services primarily to pooled investment vehicles and institutional clients, while also serving individual investors. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, coordinating with both affiliated and third-party managers to meet diverse client objectives.

Private / alternative investments Cross-border / expatriate tax planning Tax-loss harvesting 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”)