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

Taylan T

Series 65, Series 63

New York, NY

LPL Enterprise

Taylan Tantoglu is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is the owner of Tantoglu Consulting Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Joseph G

Series 63, Series 66

New York, NY

LPL Enterprise

Joseph Guarino is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 38 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, Equitable Advisors, and AXA Advisors. Outside of financial services, he serves as Chief Operating Officer of AIMS, a medical technology information company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Rosally D

Series 65, Series 63

New York, NY

LPL Enterprise

Rosally Daniel is a financial advisor with LPL Enterprise in New York, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL Enterprise, she was affiliated with Pruco Securities, The Prudential Insurance Company of America, New York Life Insurance, and Bank of America. In addition to her advisory role, she works part-time at Lenscrafters, assisting clients with prescription eyewear. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and it also offers affiliated trust, insurance, and lending services.

Tax-loss harvesting
user avatar
firm logo

Martha R

Series 63, Series 66

New York, NY

LPL Enterprise

Martha Ramos Jimenez is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at CitiGroup, Santander International Private Banking, and The Prudential Insurance Company of America. Outside of her advisory role, she is a personal caregiver in New York. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Calvin S

Series 66

New York, NY

LPL Enterprise

Calvin Silva is a financial advisor at LPL Enterprise with six years of industry experience and holds the Series 66 designation. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services LLC, Equity Services Inc, TrueNorth Financial Solutions, and AXA Advisors, LLC. Outside of finance, he has experience working for Task Rabbit and as an independent contractor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Tax-loss harvesting
user avatar
firm logo

Jeffrey G

Series 63, Series 65, Series 66

New York, NY

LPL Enterprise

Jeffrey Goddard is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Capital One Securities, Inc., The Prudential Insurance Company of America, and Pruco Securities LLC. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Jeremy R

Series 66

New York, NY

LPL Enterprise

Jeremy Ruka is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. His prior work history includes roles at PRUCO Securities, Ameriprise Financial, and several non-financial positions such as at Big Apple Pizza and Jose Tejas. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Noorveer S

Series 65, Series 63

New York, NY

LPL Enterprise

Noorveer Sawhney is a financial professional with LPL Enterprise, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes academic roles at The Pennsylvania State University and experience in educational settings. Noorveer is also involved as a financial professional with Prudential Advisors and engages in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, third-party asset manager access, and participation in wrap programs.

Tax-loss harvesting
user avatar
firm logo

Jonathan S

Series 66

New York, NY

LPL Enterprise

Jonathan Sanders is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with LPL Enterprise, where he has worked since 2025. His prior experience includes roles at Mass Mutual Investors Services and Guardian Life Insurance. Sanders maintains investment-related roles with several insurance firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm primarily uses model-driven portfolio management and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Rafael A

CFP®, Series 63, Series 66

New York, NY

LPL Enterprise

Rafael Avramov is a CFP® certificant with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual, Eagle Strategies LLC, and New York Life. His outside business activities include involvement in a Prudential-sponsored non-variable insurance agency. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Carolina T

Series 65, Series 63, Series 66

New York, NY

LPL Enterprise

Carolina Tanjutco is a financial advisor with LPL Enterprise, holding Series 65, 63, and 66 licenses and 12 years of industry experience. Her prior roles include positions at New York Life Insurance Company, Jackson National, and Prudential-affiliated firms. Outside of her advisory work, she serves on the boards of two nonprofit organizations and contributes as an author for Inquirer.net. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a broad offering that includes financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Emmanuel Jeanluc C

Series 65, Series 63

New York, NY

LPL Enterprise

Emmanuel Jeanluc Constant is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, Bank of America, Merrill, Mass Mutual, and roles outside finance such as at Mercedees-Benz USA and Hillsong NYC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing a model-driven investment approach and offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Michael G

Series 63, Series 66

New York, NY

LPL Enterprise

Michael Grove is a financial advisor with LPL Enterprise in New York, NY, holding the Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations, using a model-driven investment approach and offering access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Alec C

Series 65, Series 66, Series 63

New York, NY

LPL Enterprise

Alec Chernenko is a financial advisor with LPL Enterprise in New York, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at JP Morgan Securities, The Prudential Insurance Company of America, and New York Life Securities. Outside of advisory work, he is involved in rideshare driving with Uber. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by its Research Department and third-party strategists, and offers access to advisory and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Janak K

Series 66

New York, NY

LPL Enterprise

Janak Katdare is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Meridian Capital. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
user avatar
firm logo

Peter K

Series 63

New York, NY

LPL Enterprise

Peter Katenkamp is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 63 designation and has previously worked at National Life and Equity Services, Inc. from 2015 to 2023, as well as The Prudential Insurance Co. of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach includes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, along with services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios program.

Tax-loss harvesting
user avatar
firm logo

Nathaniel D

Series 66

New York, NY

LPL Enterprise

Nathaniel Duanshi is a financial advisor with LPL Enterprise holding a Series 66 license and three years of industry experience. He has worked with several firms including The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
user avatar
firm logo

Cynthia O

Series 66

New York, NY

LPL Enterprise

Cynthia Onyebuchi is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience, including prior roles at Pruco Securities, Soluntis, and Highline Residential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Jose Manuel M

Series 66

New York, NY

LPL Enterprise

Jose Manuel Mendes is a Series 66-licensed financial advisor with LPL Enterprise, based in New York, NY, and has one year of industry experience. Prior to joining LPL, he has been involved with Keller Williams Mid-Town Direct Realty since 2018, combining real estate and mortgage services alongside his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm typically implements investment strategies through model-driven portfolios and offers access to third-party asset managers and various financial planning services.

Tax-loss harvesting
user avatar
firm logo

Kenneth A

Series 63, Series 66

New York, NY

LPL Enterprise

Kenneth Alutin is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bankers Life Advisory Services and TD Securities. Outside of finance, he has appeared as a freelance actor in a documentary film about the American Revolution, performing equestrian roles. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and financial planning services through a network of investment adviser representatives.

Tax-loss harvesting
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”)