Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Luke H
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
Luke Halsey is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Ameritas Investment Company, Winovich Wealth Partners, LPL Enterprise LLC, and several positions outside the financial industry, including employment at Barnes Wendling CPAs and Bowling Green State University. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house model portfolios and third-party managers, supported by a platform that integrates Ameritas affiliates and various financial institutions.
Peter W
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Outside of advising, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters