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

Anthony T

Series 66

Green Bay, WI

LPL Financial

Anthony Tremblay is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial and has experience in the hospitality and service industries, including managing Mackinaws Grill and Spirits. Tremblay also operates Laura Mossakowski, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Laura M

CFP®, Series 63, Series 65

Green Bay, WI

LPL Financial

Laura Mossakowski is a CFP® with 25 years of experience in the financial services industry. She has been with LPL Financial since 2009 and has also worked as a self-employed advisor since 2001. Mossakowski serves as president of the Laura and Peter Mossakowski Family Dog Park committee and is a board member of the Green Bay Area Public School Education Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Alyssa H

Series 66

Green Bay, WI

LPL Financial

Alyssa Helmrick is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Thrivent Financial, Thrivent Investment Management Inc, and Auto-Owners Insurance. She has also worked in educational roles at UW La Crosse and engaged with the Boys and Girls Club of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 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")