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

Jared H

Series 66

Warrington, PA

Oppenheimer

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Larry S

Series 63, Series 65

Washington, DC

Oppenheimer

Larry Schwartzman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Ferris, Baker Watts, LLC, and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment and advisory programs. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating as a registered investment adviser and broker-dealer.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Suzanne R

CFP®, Series 66

Houston, TX

Oppenheimer

Suzanne Rismiller is a CFP®-credentialed financial advisor with eight years of industry experience. She has worked at Oppenheimer & Co. Inc since 2017 and has prior experience at Grenoble Ecole de Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Ryan D

CFP®, Series 63, Series 65

New York, NY

Oppenheimer

Ryan Denault is a financial advisor at Oppenheimer with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2019, he worked at Merrill, Strategic Financial Solutions, and AXA Advisors. Outside of his advisory role, he participates in a business referral networking group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Jenny C

Series 66

New York, NY

Oppenheimer

Jenny Chan is a Series 66 licensed financial advisor with Oppenheimer in New York, NY, where she has worked since 2004. She has 13 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Jorge E

Series 66

Coral Gables, FL

Oppenheimer

Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He has been with Oppenheimer & Co since 1988, accumulating 38 years at the firm. He holds a Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and financial planning, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Cynthia S

Series 63, Series 66

Fort Lauderdale, FL

Oppenheimer

Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Christopher P

Series 63, Series 66

Red Bank, NJ

Oppenheimer

Christopher Padula is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer & Co. Inc since 2012. Outside of his advisory role, he delivers food for DoorDash using his own car. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and periodic reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Luther H

CFP®, Series 63, Series 65

Bellevue, WA

Oppenheimer

Luther Haugan is a CFP® professional at Oppenheimer with 33 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent eight years at CIBC World Markets Corp. Outside of finance, he is involved in underwater photography as a sole proprietor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services, managing both discretionary and non-discretionary portfolios across equities, balanced, and fixed-income strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Michael G

CFA®, Series 63

Glastonbury, CT

Oppenheimer

Michael Giliberto is a CFA® charterholder with 34 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

George F

CFP®, Series 63, Series 65

Jericho, NY

Oppenheimer

George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Christine T

Series 63, Series 65

Stamford, CT

Oppenheimer

Christine Telesco is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Oppenheimer since 2010, totaling 16 years at the firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Micheal C

Series 66

Princeton, NJ

Oppenheimer

Micheal Corcione is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. His career also includes four years at Marist College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Alan G

Series 63, Series 65

San Francisco, CA

Oppenheimer

Alan Gibbs is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2008, following 11 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and consulting services, managing both discretionary and non-discretionary portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Kevin B

Series 63, Series 65

Washington, DC

Oppenheimer

Kevin Broderick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following 12 years at Citigroup Global Markets. Outside of finance, he owns Shamrock Lacrosse, LLC, a sports training company that hosts lacrosse camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, managing equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Mandah D

Series 63, Series 66

Coral Gables, FL

Oppenheimer

Mandah Doo is a financial advisor at Oppenheimer with 56 years of industry experience. She has been with Oppenheimer & Co since 1988. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Joel B

Series 66

Charlotte, NC

Oppenheimer

Joel Berry II is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Truist Investment Services and Truist Bank. Outside of finance, he serves as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, providing equity, balanced, and fixed-income portfolios with strategic asset allocation and customized consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Donna D

Series 63, Series 65

Dallas, TX

Oppenheimer

Donna Dyke Bajaj is a financial advisor at Oppenheimer with 54 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Her prior experience includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation and both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Nicola B

Series 63, Series 65

New York, NY

Oppenheimer

Nicola Brancato is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer in 2022, he was involved with Project Bullies LLC starting in 2021 and has a background that includes full-time education at Adelphi University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs across various asset classes, delivering both discretionary and non-discretionary services, and maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

Marc P

Series 63, Series 65

Florham Park, NJ

Oppenheimer

Marc Petrognani is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business as a part-owner and executive of Hunter Industrial Corporation and Lastec Industrial Corp., and serves on the Tewksbury Township Community Safety Subcommittee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable share of its advisory assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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”)