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

Eseohe S

Series 66

Houston, TX

Raymond James & Associates

Eseohe Samson Ibhagui is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial career, she held various roles including at McDonald's and Whataburger. 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 services.

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

Mark H

CFP®, Series 65, Series 66

Palm Beach Gardens, FL

Raymond James & Associates

Mark Holbert is a CFP® with 27 years of industry experience, currently serving at Raymond James & Associates. He has been with Raymond James & Associates since 1998 and is also involved with E Train Sports. Outside of his advisory role, he is a founder and board member of the nonprofit organization Friends of Jupiter Beach. 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, and offers a range of financial planning and investment consulting services through various specialized programs and divisions.

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

Brett R

Series 66

Birmingham, MI

Raymond James & Associates

Brett Rude is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Securities, and other firms. 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 charitable organizations, 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

Sheila H

Series 66

Chicago, IL

Raymond James & Associates

Sheila Harvey is a financial advisor with Raymond James & Associates and holds the Series 66 designation. She has 19 years of industry experience, including 14 years at Morgan Stanley and three years at CapFinancial Partners LLC. Harvey is based in Chicago, IL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and non-discretionary investment consulting through various advisory programs.

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

Erin P

Series 66

Apex, NC

Raymond James & Associates

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. 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, 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

Mark P

Series 63, Series 65

Los Angeles, CA

Raymond James & Associates

Mark Pomerantz is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he manages a rental apartment building. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting. The firm utilizes a variety of portfolio management styles and affiliated research resources, and it provides municipal advisory services alongside market-making and execution in municipal and government bonds.

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

Tramell W

Series 66, Series 63

Phoenix, AZ

Raymond James & Associates

Tramell Williams is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Pershing Advisor Solutions LLC and various divisions within Raymond James since 2018. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Christina A

Series 66

Fort Collins, CO

Raymond James & Associates

Christina Abbey is a financial advisor with Raymond James & Associates in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. She previously worked at RBC Capital Markets for five years and has an extended background with VECTOR MARKETING. 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 specialized municipal advisory services.

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

Christian N

CFP®, Series 63, Series 66

Farmington Hills, MI

Raymond James & Associates

Christian Nieman is a CFP® professional affiliated with Raymond James & Associates, bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. He serves on the finance committee of The Judson Center, a nonprofit organization focused on children and youth. 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 charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Eric W

Series 63, Series 66

Birmingham, MI

Raymond James & Associates

Eric Wojciechowski is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Charles Schwab for 22 years before joining Raymond James in 2025. Outside of advising, he owns and manages a rental property through his LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

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

Brenda K

Series 63, Series 66

Burlington, VT

Raymond James & Associates

Brenda Kelley is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Grayson R

Series 66

Frisco, TX

Raymond James & Associates

Grayson Rogers is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. His background also includes roles outside finance at Silver Dollar City and North Texas Soccer. Raymond James & Associates serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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

Jeffrey G

Series 66

Memphis, TN

Raymond James & Associates

Jeffrey Gardner is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2013 and also has longstanding involvement with Tribble's Frame Shop since 1998. 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 wide range of clients including individuals, institutional investors, and municipal entities, 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

Michael V

Series 63, Series 65

El Paso, TX

Raymond James & Associates

Michael Velarde Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked previously with Wells Fargo Clearing and Wells Fargo Advisors, each for five years. 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 municipal entities, offering financial planning and non-discretionary investment consulting through a range 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

John M

Series 63, Series 65

Fort Worth, TX

Raymond James & Associates

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

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

Ryan H

Series 66

St. Petersburg, FL

Raymond James & Associates

Ryan Hendricks is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2017. His prior experience includes roles at PRO Unlimited, Kelly Services, Northwestern Mutual, and the University of Florida. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by 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

Joshua M

Series 66

Carmel, IN

Raymond James & Associates

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

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

Terri S

Series 63, Series 66

Beverly Hills, CA

Raymond James & Associates

Terri Steffner is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as President of Boyd Plaza LLC, a family-owned business in which she and her siblings are partners. 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 and investment consulting through various programs and leveraging multiple portfolio management styles and affiliated research.

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

Daniel N

Series 63, Series 65

Deerfield, IL

Raymond James & Associates

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

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

Erin S

Series 66

Cape Coral, FL

Raymond James & Associates

Erin Squires is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2020, she worked at Advent Health Palm Coast and Duke University Hospital. 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 and investment consulting with a range of portfolio management styles and specialized municipal advisory services.

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”)