Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David R
Series 66
Los Angeles, CA
Nadler Financial Group, Inc.
David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.
Eric M
CFP®, Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Eric Miller is a CFP® with three years of industry experience, currently affiliated with Nadler Financial Group, Inc. He has held positions at several firms, including Ausdal Financial Partners, LPL Financial, Compass Financial Strategies, and Waddell & Reed. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.
Kimberly S
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.
Timothy H
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.
Cynthia S
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.
Rebecca R
CFP®, Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Rebecca Raff is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. She has worked at both Nadler Financial Group and Ausdal Financial Partners since 2011. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management alongside financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a multi-advisor scale with specialized programs for clients with smaller account sizes.
Samuel V
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has been in the industry for two years. His prior experience includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various positions within educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, businesses, and retirement plans. The firm emphasizes discretionary investment management and selective financial planning, utilizing diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions with a tactical asset allocation approach.
Philip S
CFP®, ChFC®, PFS™, Series 63
Deerfield, IL
Nadler Financial Group, Inc.
Philip Sloan is a CFP®, ChFC®, and PFS™ credentialed advisor with eight years of industry experience. He is currently a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he has worked since 2017. Prior to joining Nadler, he spent nine years at Ernst & Young US LLP. Nadler Financial Group serves individuals, charitable organizations, businesses, and retirement plans, providing discretionary investment management and targeted financial planning services. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for clients with smaller account sizes, supported by a multi-advisor team managing approximately $1.9 billion in assets.
Katie K
Series 63, Series 65
Deerfield, IL
Nadler Financial Group, Inc.
Katie Krase is a financial advisor at Nadler Financial Group, Inc. with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Ausdal Financial Partners, Inc. since 2010 and Nadler Financial since 2005, where she is also a shareholder. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for smaller accounts within a multi-advisor structure managing approximately $1.9 billion in assets.
Ari N
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Ari Nadler is a financial advisor with Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for clients with smaller accounts, supported by a team of about 16 advisors managing approximately $1.9 billion in assets.
Zachary Z
CFP®, Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Zachary Zewiske is a CFP® with four years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. He previously worked at Charles Schwab & Co., Inc. and Principal Financial. Outside of his advisory role, he is also an independent insurance agent. Nadler Financial Group manages over $2.18 billion for individuals, charitable organizations, businesses, and retirement plans through a team of 16 advisors. The firm employs tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions to serve clients across various investment objectives.
Gregory F
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.
Michael N
CFP®, PFS™, Series 63
Deerfield, IL
Nadler Financial Group, Inc.
Michael Nadler is a CFP® and PFS™ credentialed financial advisor with over 32 years of industry experience. He has been with Nadler Financial Group, Inc. since 2000 and also works with Ausdal Financial Partners, Inc. since 2009. Nadler serves as a board member of Amplify ETF Holding Company, contributing to strategic decisions. Nadler Financial Group, Inc. serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and selective financial planning and retirement consulting. The firm employs tactical asset allocation with diversified vehicles and operates a multi-advisor structure with about 16 advisors managing approximately $1.9 billion in assets.
Alan C
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Alan Chambers is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young, LP and Guggenheim Partners, Inc. before joining Nadler Financial Group in 2021. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans with discretionary investment management and financial planning services. The firm uses tactical asset allocation across diversified vehicles and offers a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.
William C
CFP®, Series 65, Series 63
Deerfield, IL
Nadler Financial Group, Inc.
William Clark is a CFP® with nine years of industry experience currently affiliated with Nadler Financial Group, Inc. He previously worked at Ausdal Financial Partners, Inc., James T. Borrello & Co., and Kuhn Wealth Management. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management along with financial planning and retirement-plan consulting services.
Nancy F
CFP®, CFA®, Series 63
Deerfield, IL
Nadler Financial Group, Inc.
Nancy Fehrenbach is a CFP® and CFA® credentialed advisor with nine years of industry experience. She is currently with Nadler Financial Group, Inc. and Aisdal Financial Partners, Inc., having previously worked at Moller Financial Services, AMG National Trust, and Phase 3 Advisory Services. Fehrenbach is also registered as an Independent Insurance Agent, a role she has held since 2017. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts alongside multi-advisor scale and institutional support from Schwab Advisor Services.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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