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

Robin D

Series 63, Series 65

Zephyr Cove, NV

Palisade Investments, LLC

Robin Desota is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Palisade Investments since 1998. Palisade Investments offers retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a strategic asset-allocation approach using diversified portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary management across multiple offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Scott M

Series 63, Series 65

Zephyr Cove, NV

Palisade Investments, LLC

Scott Miller is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Palisade Investments since 2007. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios with mutual funds and ETFs, and offers both discretionary and non-discretionary services tailored to client goals.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Michael P

Series 65

Las Vegas, NV

Palisade Investments, LLC

Michael Pride is a Series 65-licensed advisor at Palisade Investments, LLC with seven years of industry experience. He previously worked at Integrated Money Management from 2019 to the present and at Rebel Systems Inc. from 2016 to 2019. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans and other institutional clients. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering both discretionary and non-discretionary management across multiple office locations.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Karen P

Series 63, Series 65

Zephyr Cove, NV

Palisade Investments, LLC

Karen Pride is a financial advisor at Palisade Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade since 2016. In addition to her advisory role, she is a partner tax preparer at Financial Tax Team and has worked as an independent insurance agent since 2001. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, offering both discretionary and non-discretionary services across multiple offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Lawrence S

Series 66

Zephyr Cove, NV

Palisade Investments, LLC

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Michael L

PFS™, Series 63, Series 65

Reno, NV

Palisade Investments, LLC

Michael Lentz is a financial advisor at Palisade Investments, LLC with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Palisade Investments in 2025, he worked at Lentz + Lentz, CPAs for 36 years and has operated Michael L Lentz, CPA APC since 2018. Palisade Investments serves individual and institutional clients, including high-net-worth investors and retirement plans, offering retirement-plan consulting, asset management, and financial planning. The firm uses a strategic asset-allocation approach focused on diversified portfolios with mutual funds and ETFs, and provides both discretionary and non-discretionary services tailored to client goals.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Steven B

Series 63, Series 66

Zephyr Cove, NV

Palisade Investments, LLC

Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
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”)