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

Eileen P

Series 63

Olean, NY

Cetera

Eileen Proto is a financial advisor with Cetera who holds a Series 63 designation and has eight years of industry experience. She has worked in various roles at Cetera and its affiliated entities since 2017. Outside of her advisory work, she is involved in nonprofit governance as a board member of the YMCA Association and serves as secretary on the United Way of Western New York board. Additionally, she operates a local wholesale bakery and manages a nonprofit photography website. 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 diverse portfolio management options through a multi-manager platform, incorporating both affiliated and third-party strategies across discretionary and non-discretionary structures.

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

Louis P

CFP®, Series 63

Olean, NY

Cetera

Louis Proto is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2023. He has a background that includes founding and owning multiple businesses such as Proto & Loskey LLC, a CPA firm, and Luigi's Pane, a local bakery. Proto also holds roles in several real estate ventures and acts as treasurer for a political campaign organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and unaffiliated managers and provides a variety of investment program options under discretionary and non-discretionary arrangements.

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”)