Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Richard K
Series 63, Series 66
Boca Raton, FL
Cetera
Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.
Cristian C
Series 66
Boca Raton, FL
Cetera
Cristian Coppola is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera and its affiliated entities since 2021. Outside of advisory work, he serves as an administrative associate at Feller Financial Services and is also involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party managers.
Michael M
Series 66
Boca Raton, FL
Cetera
Michael Moon is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked with Cetera and its affiliates since 2023 and is also involved with Feller Financial Services as a Client Services Associate. Prior to his financial career, he held various roles including positions at Publix, Florida Atlantic University, Winn Dixie, and in education at Ponte Vedra High School and Valley Ridge Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and account structures.
Joshua F
ChFC®, Series 63, Series 66
Boca Raton, FL
Cetera
Joshua Feller is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. He is also the president and owner of Feller Financial Services, a separate business entity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with access to various investment strategies and program structures.
Glenn P
Series 66
Boca Raton, FL
Cetera
Glenn Pike is a financial advisor with Cetera who holds the Series 66 designation and has 10 years of industry experience. He has worked at Cetera and affiliated entities since 2015 and previously at Voya Financial Advisors. Pike is also active as an independent insurance agent, specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options including discretionary and non-discretionary management.
Dustin C
Series 65
Boca Raton, FL
Cetera
Dustin Collier is a financial advisor with Cetera, holding a Series 65 designation and 15 years of industry experience. He has previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of advisory work, he is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.
Ryan H
CFP®, Series 66
Boca Raton, FL
Cetera
Ryan Hasey is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Cetera in Boca Raton, FL, and has previously worked at LPL Financial and VOYA Financial Advisors. Outside of his advisory role, he is involved as an independent insurance agent and operates a business focused on buying, remodeling, and selling residential real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with a variety of program structures and investment options.
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