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

Glenn E

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Glenn Elmblad is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Raymond James Financial Services, Inc. from 1999 to 2021 before joining Raymond James & Associates in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Patricia S

Series 63, Series 66

Davenport, IA

Raymond James & Associates

Patricia Schrader is a financial advisor with Raymond James & Associates in Davenport, IA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, LPL Financial, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Heidi S

Series 63, Series 65

Vienna, WV

Raymond James & Associates

Heidi Schenz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Raymond James & Associates since 2015. She serves as a finance and investment committee member for the Parkersburg Area Community Foundation, contributing to marketing, asset allocation, manager selection, and the periodic selection of investment advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Trevis G

Series 63, Series 65

Traverse City, MI

Raymond James & Associates

Trevis Gillow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James for 26 years. Outside of his advisory role, he is a partner in JACER Properties LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and advisory services, employing multiple portfolio management styles alongside proprietary research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Joseph W

Series 65, Series 63

New York, NY

Raymond James & Associates

Joseph Williams is a financial advisor at Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Emerald Advisors, Tulane University, and Members 1st Federal Credit Union. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Michael F

Series 66

Mount Laurel, NJ

Raymond James & Associates

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Luke D

Series 66

Clive, IA

Raymond James & Associates

Luke De Venney is a financial advisor with Raymond James & Associates in Clive, Iowa. He holds the Series 66 designation and has experience in previous roles at Cintas Corporation, AssuredPartners, Cetera Financial Group, and Holmes Murphy & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Matthew F

Series 66

Walnut Creek, CA

Raymond James & Associates

Matthew Foreman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Billy M

Series 63, Series 66

Richmond, VA

Raymond James & Associates

Billy Mock is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business named BMRE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Matias R

Series 66

Reston, VA

Raymond James & Associates

Matias Rodlauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He previously worked at Baird and Harbour Capital Advisors before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Donald C

Series 63, Series 66

Newport Beach, CA

Raymond James & Associates

Donald Cianto Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Carol H

Series 63, Series 65

Louisville, KY

Raymond James & Associates

Carol Heil is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Merrill and Bank of America, Na, before joining Raymond James in 2024. Heil serves on the investment committee of Southeast Christian Church, where she provides general market overviews and asset allocation ideas for church pension funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kenneth L

Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Kenneth Lampos is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a tenure with Roney & Co. dating back to 1992. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles supported by in-house research and affiliated sub‑advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

John M

Series 63

Slidell, LA

Raymond James & Associates

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and over 31 years of industry experience. His career includes tenure at Bank of America and Merrill. Outside of advising, he owns and oversees a 66-acre avocado farm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Zachary K

Series 66

St. Petersburg, FL

Raymond James & Associates

Zachary Kessler is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has 13 years of industry experience, all with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kyle C

Series 66, Series 63

Phoenix, AZ

Raymond James & Associates

Kyle Cady is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Vanguard Group and Cetera firms. Raymond James & Associates serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Katia K

Series 66

San Francisco, CA

Raymond James & Associates

Katia Kandah is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she held roles at Target and was involved in education at San Jose State University and Prospect High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Craig N

Series 63, Series 65

Alpharetta, GA

Raymond James & Associates

Craig Norton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a member of the Orange Bowl Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and specialized services such as municipal advisory and employer consulting programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Derek D

Series 63, Series 65

Monroe, LA

Raymond James & Associates

Derek Daniels is a financial advisor with Raymond James & Associates in Monroe, LA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he holds a fractional ownership interest in a fraternity house at the University of Louisiana-Monroe. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Randall L

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Randall Lanning is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with the firm since 2002 and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning 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”)