Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark V
Series 66
Stamford, CT
Independent Financial partners
Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential-related entities. He is also the owner of FirstRise Investments, where he is actively involved in trading activities. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.
William T
Series 65, Series 63
Stamford, CT
Independent Financial partners
William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT. He holds Series 65 and Series 63 licenses and has three years of experience in the financial services industry. Prior to joining Independent Financial Partners, he worked at Equitable Advisors and American Portfolios Financial Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and offers both decentralized investment strategies and centralized asset management options.
David G
Series 66
Stamford, CT
Independent Financial partners
David Griffith is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 credential and two years of industry experience. Prior to joining Independent Financial Partners, he worked at Equitable Advisors for two years. Outside of finance, he has experience managing hospitality venues, including the 88 Keys Piano Bar and Cafe and the Mayflower Inn and Spa. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Peter M
Series 66
Stamford, CT
Independent Financial partners
Peter Marsigliano is a Series 66-licensed advisor at Independent Financial Partners with one year of industry experience. His prior work includes roles at First Rise Investments, IFP Securities, and FedEx, as well as academic involvement at the University of Connecticut. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with capabilities in retirement-plan advisory, pension consulting, and trustee services.
George M
Series 66
Stamford, CT
Independent Financial partners
George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Private Wealth Systems. Prior to his advisory career, he was involved with the Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
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