Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jordan W
Series 66
Alpine, UT
OSAIC
Jordan Whittenburg is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and operated the Whittenburg Group since 2003. He is also a licensed insurance agent involved in the sale of life, health, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and supports a wide range of investment options and third-party money managers to construct customized portfolios.
Raymond W
ChFC®, Series 63, Series 65
Alpine, UT
OSAIC
Raymond Whittenburg is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services. He is president of Whittenburg Insurance & Investment Group, overseeing approximately 25 licensed insurance agents in the sale of life insurance and annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of financial advisers. The firm employs a variety of asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management solutions.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters