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

Jonathan T

Series 63, Series 66

Pataskala, OH

Patriot Asset Advisors, LLC

Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Michael A

Series 66, Series 65

Pataskala, OH

Patriot Asset Advisors, LLC

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers public educational seminars and workshops.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Richard S

CFP®, Series 63

Pataskala, OH

Patriot Asset Advisors, LLC

Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

Active portfolio management Options & derivatives strategies
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 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")