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

Emily F

Series 65

Tampa, FL

Fisher Investments

Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Thomas P

Series 65

Tampa, FL

Fisher Investments

Thomas Powell is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2022. Prior to his advisory role, he was a full-time student for 14 years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that incorporates quantitative and qualitative analysis to manage diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Abdulaziz A

Series 66

Tampa, FL

Fisher Investments

Abdulaziz Albasri is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following three years at PNC Bank and PNC Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct diversified portfolios and employs various risk management techniques alongside tax-aware strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Corinna S

Series 65

Tampa, FL

Fisher Investments

Corinna Smith is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher in 2019, she held roles at Target and the Oregon State Beaver Store. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

John K

Series 66

Tampa, FL

Fisher Investments

John Kern Jr. is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, PwC, and Core Avionics. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Zeyu L

Series 65

Tampa, FL

Fisher Investments

Zeyu Lyu is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Clearstead Advisors, LLC from 2018 to 2022 and held roles at The Ohio State University and Bowling Green State University. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, utilizing centralized investment decisions and a range of tactical strategies to manage risk and optimize portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Jacqueline E

Series 65

Tampa, FL

Fisher Investments

Jacqueline Elkin is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, she worked at Evan's and Greene LLP and the Gusdorf Law Firm. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment decision process supported by quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Lawrence L

Series 66

Tampa, FL

Fisher Investments

Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Matthew D

Series 65

Tampa, FL

Fisher Investments

Matthew Dugan is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held positions at Fisher Investments since 2022 and previously worked at Peace River Electric Cooperative and NorthStar Home. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Reagan L

Series 65

Tampa, FL

Fisher Investments

Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Thomas S

Series 63, Series 65

Tampa, FL

Fisher Investments

Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management 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”)