Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William Z
CFP®, Series 66
East Syracuse, NY
Farther
William Zaika is a CFP® professional with 19 years of industry experience. He is currently with Farther and was previously with Commonwealth Financial Network for 15 years. Zaika is also involved in fixed insurance sales through Diversified Wealth Strategies, LLC. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm applies Modern Portfolio Theory using proprietary models and algorithmic rebalancing, employing a variety of investment vehicles including ETFs, mutual funds, and individual securities.
Karsen D
Series 63, Series 65
East Syracuse, NY
Farther
Karsen De Pasquale is a financial advisor at Farther with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Farther, Karsen held roles at Korn Capital Management, DePasquale Capital Inc., and Romero Capital. Outside of financial services, Karsen's work history includes positions at DoorDash, Tim Horton's, D.P. Dough, and Falconer Central School District. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters