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

David Q

Series 63, Series 65

Crown Point, IN

Mass Mutual Investors Services

David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Dan S

Series 63, Series 65

Crown Point, IN

Mass Mutual Investors Services

Dan Shaner is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at MassMutual Investors Services since 1985 and has been associated with MassMutual Life Insurance Company since 1981. In addition to his advisory role, he engages in outside insurance sales focusing on life, fixed annuities, disability, and long-term care products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and education services, utilizing firm-approved software and collaborative planning methods.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Charles R

Series 63, Series 65

Crown Point, IN

Mass Mutual Investors Services

Charles Ranich is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 16 years at Metlife Securities Inc. and over 25 years in an academic role at Purdue University Calumet. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing technology-driven tools to support client goal analysis and recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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")