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

Michael M

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance through the Roman Insurance Agency Inc., where he serves clients in personal and commercial lines. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory services and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Charlene S

Series 65, Series 63

Paramus, NJ

LPL Enterprise

Charlene Sasso is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, where she spent over a decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Michael S

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Michael Saccento is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Ahlam M

Series 66

Paramus, NJ

LPL Enterprise

Ahlam Maad is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she operates Phoenix Financial Group as a DBA for her LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Louis K

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Louis Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various asset management and brokerage products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Avinoam E

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Avinoam Efraim is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Nour S

CFP®, Series 63

Paramus, NJ

LPL Enterprise

Nour Shurbaji is a CFP® with six years of industry experience, currently serving with LPL Enterprise. Their career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Shurbaji also maintains a long-term involvement with Bashar Hakim & Hakim Consulting LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Alexander P

Series 66

Paramus, NJ

LPL Enterprise

Alexander Patunas is a financial advisor with LPL Enterprise based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before his financial advisory career, he held positions at Golf Galaxy and Campgaw Mountain Ski Area. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios as well as third-party asset management, combining advisory programs with a range of financial products including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Rahil P

Series 66, Series 63

Paramus, NJ

LPL Enterprise

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including New York Life Insurance Company, Eagle Strategies, Summit Financial, and Pruco Securities. Patel is also engaged in non-variable insurance advisory activities through Prudential Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by model portfolios and third-party management. The firm’s integrated platform combines advisory programs with financial product sales, including insurance, and offers discretionary and non-discretionary financial planning services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Steven D

Series 63, Series 66

Paramus, NJ

LPL Enterprise

Steven Dipaola is a financial advisor with LPL Enterprise in Paramus, NJ, holding the Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Humana, United Health Care, Aetna, and Northeast Securities. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and a broad range of brokerage and insurance products supported by a platform that integrates advisory services with insurance sales and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Peter M

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Peter Mc Cormack is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes long tenures at Guardian Life from 1993 to 2020 and Prudential Insurance Company of America starting in 2020. He is based in Paramus, NJ. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and access to various financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Robert S

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Robert Smith is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1999. Smith also operates a business entity for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a wide range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Felipe S

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, T3 Trading Group, LLC, New Asset, and Protrader Brazil. He also engages in sales of loan products and home security referrals through affiliates of PFS Investments Inc. and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a variety of brokerage and insurance products via an integrated platform combining adviser programs with active product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Vito U

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Vito Uva is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Atul S

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Atul Shah is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 40 years of industry experience. His career includes over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah has involvement in various property and casualty insurance brokerage activities across multiple firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of investment and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Jack H

Series 63, Series 66

Paramus, NJ

LPL Enterprise

Jack Hallak is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, and Bank of America. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, with a platform that integrates adviser programs alongside insurance products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Raymond B

Series 66

Paramus, NJ

LPL Enterprise

Raymond Buhrmeister is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has prior experience managing Clark's Botanicals L.L.C. since 2022. LPL Enterprise serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

James T

Series 63, Series 65

Paramus, NJ

LPL Enterprise

James Truman is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades before joining LPL Enterprise. Outside of advisory work, he is involved in property and casualty insurance brokerage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Wen S

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Wen Shao is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in direct sales of nutrition and cosmetic products with Atomy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Loveleen E

Series 63, Series 66

Paramus, NJ

LPL Enterprise

Loveleen Engineer is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, JP Morgan Securities LLC, and HSBC Bank USA, N.A. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a broad range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Je P

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Je Park is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved in non-variable insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform combining adviser programs with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Steven M

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Steven Masciovecchio is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Masciovecchio also earns referral income through his involvement with a local chapter in Paramus, NJ. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management arrangements through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Jerry W

ChFC®, Series 63, Series 65

Paramus, NJ

LPL Enterprise

Jerry Wade is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities Inc. He also owns On Point Strategic Planning, LLC, which he markets as a Veteran Owned business. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

John B

Series 65, Series 63

Paramus, NJ

LPL Enterprise

John Barchitta is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Equity Services, Inc., and National Life. Outside of finance, he was involved with Honeoye Falls Distillery for four years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Pantaleo U

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Pantaleo Uva is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1981 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Michael S

ChFC®, Series 63, Series 66

Paramus, NJ

LPL Enterprise

Michael Savin is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he operates Savin Solutions LLC, an independent insurance agency specializing in group and individual health and life insurance products, including Medicare plans. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a multi-channel platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Patrick R

CFP®, Series 63, Series 65

Paramus, NJ

LPL Enterprise

Patrick Reardon is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, SA Stone Wealth Management, Quest Capital Strategies, and Landmark Financial. Outside of his advisory work, Reardon serves as a part-time substitute custodian for the Andover Regional Board of Education and officiates high school track and field meets with the New Jersey State Interscholastic Athletic Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Edward N

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Edward Noonan is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and was associated with Pruco Securities, LLC. from 1985 until 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Anatoliy K

Series 66

Paramus, NJ

LPL Enterprise

Anatoliy Keslin is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America since 2004, including a 20-year tenure at Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Michael P

CFA®, Series 63

Paramus, NJ

LPL Enterprise

Michael Pechersky is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America, MassMutual, and New York Life, among others. In addition to his advisory work, he provides property and casualty insurance and individual medical insurance products. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Hui C

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Hui Chen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked at Prudential Insurance Company of America since 2005 and at Pruco Securities, LLC. from 2005 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Bashar H

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Bashar Hakim is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent nearly three decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare insurance sales through Medicare Advisor Hub LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 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")