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

Christopher M

Series 63, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Christopher Miller is a financial advisor at Long Run Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Olden Lane Securities, and Consultant Relations Group. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm uses a balanced, low-turnover investment approach that incorporates fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Kevin B

CFP®, CFA®, Series 63, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Kevin Brady is a CFP® and CFA® with 23 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Long Run Wealth Advisors, LLC and Raymond James Financial Services. He serves as a board member of Champlain National Bank, providing strategic guidance and oversight. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and financial planning services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio options and specialized advisory services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Galen C

Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Galen Crane is a financial advisor at Long Run Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Mercer Global Advisors Inc. His career includes over a decade at Long Run Wealth Advisors, where he is part of a seven-advisor team. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm employs a balanced, low-turnover investment approach combining fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Kaila K

CFP®, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Kaila Kelleher is a CFP® with seven years of industry experience, currently serving at Long Run Wealth Advisors, LLC. Her prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services. Outside of financial advising, she is a co-owner of Adirondack Field, a small batch apparel business based in Lake Placid, NY. Long Run Wealth Advisors provides holistic wealth management and financial planning to individuals, business owners, non-profits, and retirement plans. The firm employs a balanced, low-turnover investment approach grounded in Modern Portfolio Theory and serves a diverse client base with discretionary portfolio management and retirement plan consulting.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Lynn M

CFP®, Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

Lynn Magnus is a CFP® and Series 65-registered financial advisor at Mercer Global Advisors Inc. with four years of industry experience. Prior to joining Mercer, Lynn worked at Goldman, Sachs & Co. for five years and spent six years with Long Run Wealth Advisors, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Tyler F

Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

Tyler Frank is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Long Run Wealth Advisors, BorgWarner, and Lambrides, Arnold, Moulthrop. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers various portfolio implementation options, including low-cost ETFs, separate account managers, and private funds.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Mikayla P

Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

Mikayla Ploof is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Long Run Wealth Advisors and Hex and Hop, LLC. She serves as a board member of the Saranac Lake Free Library. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized consulting and educational programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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”)