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

Fredrick T

Series 66

The Villages, FL

Raymond James & Associates

Fredrick Tribble is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2014. He has 26 years of industry experience. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide 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

Arthur B

CFP®, Series 63

West Conshohocken, PA

Raymond James & Associates

Arthur Bartholomew III is a CFP®-designated financial advisor with 45 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025 after 12 years at UBS Financial Services. Outside of his advisory role, he serves as president and board member of the Lower Toby Sportsman Club, a fly fishing club in Swarthmore, PA. Raymond James & Associates is a large dually registered broker-dealer and 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 services with a range of portfolio management strategies.

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

Steven L

Series 63, Series 65

Austin, TX

Raymond James & Associates

Steven Landrum is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial Services and Comerica Securities. He is also involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by affiliated research and model managers.

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

Robin M

Series 66

Chattanooga, TN

Raymond James & Associates

Robin Moldenhauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Robin worked at Norspring Center for Rejuvenation and the Institute for Acupuncture & Wellness. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Gregory S

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Gregory Sieber is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a minority investment in Arcpoint Labs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and advisory resources.

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

Emily H

Series 66

Fort Smith, AR

Raymond James & Associates

Emily Highley is a financial advisor at Raymond James & Associates with a Series 66 credential and no prior industry experience. Her previous work experience includes roles outside the financial industry, notably in staffing and healthcare sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

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

Kellee L

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Kellee Leandre is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. Her prior experience includes roles at Securian Financial Services, OMNI Financial Services, and SunTrust Investment Services. Outside of financial advising, she has owned and operated a freelance oil and acrylic painting business for over 17 years. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, pension, and municipal clients. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

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

Christopher M

Series 63, Series 65

Loves Park, IL

Raymond James & Associates

Christopher Mueller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance for over two decades. He also serves on the board of directors for The Harvard State Bank, participating in oversight of the institution’s management. 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 and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

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

Daniel K

Series 63

Boca Raton, FL

Raymond James & Associates

Daniel Kraus is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James & Associates since 2001. Kraus serves as chair of the investment committee for the Jewish Federation of South Palm Beach Foundation and is an officer and treasurer for the Mystic Cove of Jupiter homeowner association. 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, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

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

Hayley G

Series 66

Chevy Chase, MD

Raymond James & Associates

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Cornell F

CFP®, Series 66

Doylestown, PA

Raymond James & Associates

Cornell Fields is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He focuses on partnering with clients to develop, design, and implement financial plans dedicated to their long-term financial goals. His approach involves empowering individuals and families to utilize their finances to work toward what is most important to them. Before joining Fidelity Investments, Cornell served as a Senior Retirement Consultant at Prudential Retirement from 2015 to 2021. Prior to that, he was a High Net Worth Relationship Manager at Vanguard from 2011 to 2015, and a Financial Advisor at Merrill Lynch from 2007 to 2009. Throughout his career, he has built meaningful relationships with clients and combined his expertise with the resources of his employers to help clients move towards their financial goals.

General retirement planning Retirement income strategy Income planning Wealth management Founder/Business Owner Executive
user avatar
firm logo

Richard G

Series 63, Series 65

Fish Haven, ID

Raymond James & Associates

Richard Greenwald is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory role, he is involved with Opyn Market, a transparent health marketplace, as part of a private investment. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and supporting municipal advisory services.

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

Patrick S

CFP®, Series 63

Newtown, PA

Raymond James & Associates

Patrick Seiler is a CFP® credentialed financial advisor with Raymond James & Associates in Newtown, PA, bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has regulatory experience with FINRA dating back to 2016. 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 individuals, institutional clients, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by extensive research and multiple portfolio management styles.

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

Celesta F

Series 63

Huntsville, AL

Raymond James & Associates

Celesta Freeman is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services 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

Burdette P

Series 66

Louisville, KY

Raymond James & Associates

Burdette Park is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he owns and operates a farm in Kentucky where he raises beef cattle and hay. 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 customized financial planning and consulting with a range of investment management styles.

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

Christopher C

Series 66, Series 63

Bloomington, IL

Raymond James & Associates

Christopher Cuppini is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Morgan Stanley and owns an e-commerce business selling sports memorabilia on eBay. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services 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

Brian S

Series 66

Worthington, KY

Raymond James & Associates

Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.

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

Victoria A

Series 63

Coral Gables, FL

Raymond James & Associates

Victoria Azpurua is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2012. In addition to her advisory role, she has a minor ownership interest in a school in Caracas, Venezuela, inherited from her mother. 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 wide range of clients including individuals, institutions, and municipalities, 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

Andrew M

CFP®, Series 65, Series 63

New York, NY

Raymond James & Associates

Andrew Madlinger is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Raymond James & Associates since 2018 and prior to that was with Boston Private Wealth LLC for two years. He is based in New York, NY. 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, and public entities, offering customized financial planning and advisory services supported by a nationwide adviser network and a variety of portfolio management styles.

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

John S

Series 65, Series 63

Portsmouth, NH

Raymond James & Associates

John Swartz is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he worked at Brewster Ambulance Service, Boston University, Horizon Beverage Company, and Southern Glazers Wine & Spirits. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, 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”)