Direct booking

firm logo

Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

22 advisors near New York, NY

Based on your filters

user avatar
firm logo

Gustav L

Series 63

New York, NY

Siebert AdvisorNXT, LLC.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 63 designation and 27 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford volunteers one hour per month at the Elkins Park Firehouse. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, using algorithmic portfolio construction based on Modern Portfolio Theory and offering both discretionary and non-discretionary account management.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Marvin R

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Marvin Rivas is a financial advisor at Siebert AdvisorNXT, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2021. Prior to his career in finance, he held positions at XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with dedicated advisor support. The firm offers both discretionary and non-discretionary account management and integrates strategies such as mean-variance optimization and covered-call transitions.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Zachary B

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Zachary Banks is a Series 66 licensed financial advisor at Siebert AdvisorNXT, LLC with two years of industry experience. He has worked at Muriel Siebert & Co., LLC and LPL Financial LLC, and previously at Rollstone Bank and Trust. Banks splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., serving as an investment advisory representative at both firms under common ownership. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transitions alongside automated portfolios supported by human advisors.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Angelo G

Series 63, Series 65

Jersey City, NJ

Siebert AdvisorNXT, LLC.

Angelo Guerriero is an investment advisor representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 1999 and splits his time evenly between that firm and Siebert AdvisorNXT, both of which are under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm uses algorithmic portfolio construction based on Modern Portfolio Theory and offers a combination of automated strategies with dedicated advisor support, managing accounts on both discretionary and non-discretionary bases.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Peter S

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Peter Sosnowski is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and its affiliated entities since 1999. Sosnowski divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the same parent company. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs within a framework informed by Modern Portfolio Theory.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Mark M

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Mark Malek is an investment advisor representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at multiple firms, such as Wealthsource Partners, Vellum Financial, Quantitative Insight Partners, and Praxis Insight Advisors. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both affiliates under Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to dedicated investment advisors. The firm offers discretionary and non-discretionary account management, utilizing strategies such as mean-variance optimization with ETFs and ETNs, and maintains affiliations with in-house broker-dealer and custodial partners.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Kyle G

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 66 license and two years of industry experience. He has been with Muriel Siebert & Co. since 2021, working full time split between Muriel Siebert & Co. and Siebert AdvisorNXT, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and optional dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, with notable features including covered-call transition strategies and integration with an affiliated broker-dealer.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Sarah B

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Sarah Braddock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and 65 designations and nine years of industry experience. She has worked at Searchlight Investments, LLC and Searchlight Financial Advisors since 2016, and previously held positions at Baruch College and MSG Entertainment. Braddock is a dual employee, splitting her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment management primarily to individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm utilizes a web-based wealth management platform and combines algorithmic portfolio construction with access to third-party managers and specialty strategies, managing a substantial portion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Gary G

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Gary Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent 12 years at Stockcross Financial Services, Inc. Gonzalez splits his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm employs mean-variance optimization based on Modern Portfolio Theory, utilizing ETFs and ETNs, and combines algorithmic portfolio construction with dedicated advisor support.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Andrew M

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Andrew Mcdonald is an investment advisor representative at Siebert AdvisorNXT, LLC with 42 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 2017 and has concurrently worked at StockCross Financial Services since 2007. Mcdonald holds Series 63 and Series 65 licenses. Outside of his advisory roles, he has established a real estate holdings business, A & C Properties LLC. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm utilizes algorithmic portfolio construction based on Modern Portfolio Theory, implemented mainly with ETFs and ETNs, and offers both discretionary and non-discretionary management options.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Donato C

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Donato Cuttone Jr. is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 designations. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm combines an algorithmic, Modern Portfolio Theory-based approach to portfolio construction with access to third-party managers and specialty strategies such as a covered-call transition strategy.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Justin C

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Justin Carter is an investment advisor with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Muriel Siebert & Co., LLC and FNB. Carter has a diverse background that includes roles in education and landscaping prior to his financial services career. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party managers and dedicated advisor support. The firm offers both discretionary and non-discretionary account management and features strategies such as covered-call transitions for concentrated holdings.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Brett S

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Brett Sonzogni is a financial advisor at Empower Private Wealth with eight years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Asset Management, and United American. Outside of his advisory role, Sonzogni is CEO of Social Sound Club LLC, a music production and entertainment company. Empower Private Wealth provides family-office style financial planning and consulting primarily to high-net-worth and accredited investors, focusing on oversight of private placements and alternative investments through a non-discretionary, monitoring-only approach.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

John M

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

John Moran is a financial advisor at Siebert AdvisorNXT, LLC with experience dating back to 2014. He holds a Series 66 designation and has worked at several firms including Muriel Siebert and Co. LLC, Millennial Advisers LLC, Allied Millennial Partners, and New York Life Insurance. Prior to his advisory roles, Moran held positions at SUNY Geneseo, AMC Networks, and Xavier High School. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm’s portfolios utilize mean-variance optimization and are implemented mainly with ETFs and ETNs, combining algorithmic portfolio construction with optional dedicated advisor support.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Colin M

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Colin Mc Donald is an investment advisor representative at Siebert AdvisorNXT, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Muriel Siebert & Co., Inc. since 2021. Prior to that, he held roles at Cushman & Wakefield and CBRE. Outside of his advisory role, he is a partner in a family real estate business where he manages tenant relations and markets rental units. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that utilizes mean-variance optimization and offers a combination of automated portfolio construction with dedicated advisor support. The firm operates wrap-fee programs and collaborates with third-party sub-advisors, managing accounts on both discretionary and non-discretionary bases.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Ronald R

Series 63

New York, NY

Siebert AdvisorNXT, LLC.

Ronald Roberts is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 18 years at Stockcross, Inc. Roberts is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the same parent company, Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that integrates algorithmic portfolio construction with access to third-party sub-advisors. The firm offers discretionary and non-discretionary management options and features strategies such as a covered-call transition plan and a combination of automated portfolios with dedicated human advisor support.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Natasha H

Series 63, Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Natasha Howe is an investment advisor at Siebert AdvisorNXT, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at Muriel Siebert & Co., Inc. since 2019. Siebert AdvisorNXT provides investment advisory and portfolio management services mainly to individual and high-net-worth clients through its web-based AdvisorNXT program, which combines algorithmic portfolio construction using mean-variance optimization with access to third-party sub-advisors and dedicated investment representatives.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Alec S

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Alec Stevenson is an investment advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2020. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, which uses algorithmic portfolio construction combined with human advisor support. The firm operates wrap-fee programs and offers discretionary and non-discretionary account management with access to third-party sub-advisors.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Dean B

Series 63, Series 65

Jersey City, NJ

Siebert AdvisorNXT, LLC.

Dean Bantis is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. He splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers both discretionary and non-discretionary management, utilizing ETFs and ETNs within strategies informed by Modern Portfolio Theory.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Mario D

Series 63, Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at StockCross Financial Services and Summit Brokerage Services Inc. He also provides non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT offers investment advisory and portfolio management services primarily to individual and high-net-worth clients, using a web-based platform that combines algorithmic portfolio construction with access to third-party managers and dedicated advisor support.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Barbara V

Series 63, Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, LLC, and Peterson Investments. Outside of her advisory role, she is a franchise owner of Dream Vacations and operates a cruise-related business through an LLC. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and dedicated investment adviser representatives. The firm offers both discretionary and non-discretionary account management and features strategies such as covered-call transitions and a blend of automated and human advisory support.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar
firm logo

Kevin O

Series 63, Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Kevin Ocana is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2025 and previously held roles at UBS Financial Services, Morgan Stanley, and Merrill. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers both discretionary and non-discretionary management, utilizing ETFs, ETNs, and third-party managers, and features strategies such as covered-call transitions for legacy holdings.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.