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

Gregory D

Series 63, Series 65

Forest City, IA

Oasis Advisors

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Bryan D

Series 66

Forest City, IA

Oasis Advisors

Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Andrew K

Series 65

Forest City, IA

Oasis Advisors

Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Johannes S

Series 65

Forest City, IA

Oasis Advisors

Johannes Shaw is a Series 65-licensed advisor at OASIS Advisors with one year of industry experience. Prior to joining OASIS Advisors, he worked at MBT Bank and held positions at Waldorf University and Grey College. OASIS Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages a diversified range of investments using fundamental analysis, modern portfolio theory, and quantitative methods, serving nearly 5,000 clients without account minimums.

Private / alternative investments Annuities Real estate investing 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")