Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jodie B
Series 66
Mamora, NJ
Kestra Advisory
Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.
Amy M
Series 66
Marmora, NJ
Kestra Advisory
Amy Mahon is a Series 66-credentialed financial advisor with Kestra Advisory, bringing 14 years of industry experience. She has been with Kestra Financial Services since 2016 and also maintains a role with FBK Wealth Management. Outside of her advisory work, Mahon serves as president of the Love of Linda Cancer Fund, Inc. and is active in community organizations including the Ocean City Fine Arts League. She is also involved with local culinary writing and art sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of managed solutions, serving large institutional clients as well as plan sponsors.
Braiden S
Series 65, Series 63
Marmora, NJ
Kestra Advisory
Braiden Scarpa is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience working at Uncle Bills Pancake House and Middle Township Public Schools. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supported by a broad platform of management solutions.
Tracie F
Series 63, Series 65
Marmora, NJ
Kestra Advisory
Tracie Fitzgerald is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2016. Outside of her advisory role, she is the Consumer Mortgage Director at 1ST Bank of Sea Isle City and a member of Azure Wish Sailing Charters, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements and private fund placement 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