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

Robert W

Series 63, Series 65

Cheektowaga, NY

Cetera

Robert Wilczak is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera since 2019, following previous roles at Foresters Financial Services and Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

David L

Series 63, Series 65

Cheektowaga, NY

Cetera

David Lyman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously with Foresters Financial Services from 2001 to 2019. Outside of his advisory role, he serves on the board of the Depew Lancaster Boys and Girls Club, volunteers with Junior Achievement in Western New York, is a high school and college basketball scorekeeper, and is a member of the Lancaster Central School District Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures, including affiliated and third-party money managers, with more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Daniel M

Series 66

Cheektowaga, NY

Cetera

Daniel Meyer is a financial advisor with Cetera and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, Bank of America, and Merrill. Outside of finance, he is a non-voting member and investor in private brewery-related LLCs based in Buffalo, New York. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and retirement services, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Aaron R

Series 63, Series 65

Cheektowaga, NY

Cetera

Aaron Rybak is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously was with Foresters Financial Services. Outside of his advisory role, he coaches junior varsity football. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jason B

Series 63

Cheektowaga, NY

Cetera

Jason Berghold is a financial advisor with Cetera, holding a Series 63 designation and 15 years of industry experience. He has worked at several Cetera entities since 2019 and previously held roles at Foresters Financial Services, Evans Bank, and Key Investment Services. Outside of his advisory work, he volunteers as a high school football coach at Depew High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management, and oversees over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jordan F

Series 63, Series 65

Cheektowaga, NY

Cetera

Jordan Farnham is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Cetera in 2019, he held positions with Foresters Advisory Services LLC and Foresters Financial Services. Outside of his advisory work, Farnham is actively involved in hockey coaching, serving as head coach at St. Francis High School and St. Bonaventure University, where he also manages day-to-day operations for the university’s hockey teams and assists with other club sports. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Genna C

Series 63

Cheektowaga, NY

Cetera

Genna Chmiel is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2019, following four years at Foresters Financial Services. Outside of her advisory work, she serves as executor of her parents' will. Cetera is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Randall C

Series 63, Series 65

Cheektowaga, NY

Cetera

Randall Clark is a financial advisor at Cetera with 21 years of industry experience. He has held roles at Foresters Financial and Foresters Advisory Services LLC prior to joining Cetera in 2019. Outside of his advisory work, Clark also works as a security guard at Holiday Valley Ski Resort. Cetera Investment Advisers LLC serves individuals across a range of wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Michael M

Cheektowaga, NY

Cetera

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Daniel L

Series 63, Series 66

Cheektowaga, NY

Cetera

Daniel Lawrence is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at LPL Financial, M&T Bank, Equitable Advisors, and KeyBank. Outside of advising, he also works as a Notary Public and has roles with DoorDash and as a valet at the Lockport Town and Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Michael G

Series 63

Cheektowaga, NY

Cetera

Michael Gzyl is a financial advisor with Cetera who holds a Series 63 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC since 2019 and previously at Foresters Financial Services from 2015 to 2019. Outside of his advisory role, he owns and operates Susie Cuke's Pickle Company and a mobile golf simulator business called Tee Box LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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”)