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

Jeffrey G

Series 63

Buffalo, NY

OSAIC

Jeffrey Gelormini is a financial advisor with OSAIC who holds a Series 63 designation and has 15 years of industry experience. His prior roles include positions at Cetera Investment Services LLC and Foresters Advisory Services LLC. He is the owner of Nova Wealth, an LLC under which he conducts business with OSAIC, and also works as a life insurance agent assisting clients with their insurance needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Christopher P

Series 63, Series 65

Buffalo, NY

OSAIC

Christopher Phillips is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Foresters Advisory Services. Outside of advising, he manages operations at Atlas Wealth Advisors LLC and is involved in the sales and service of fixed insurance and annuities. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on using asset-allocation tools and third-party platforms to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kevin D

Series 63, Series 65

Buffalo, NY

OSAIC

Kevin Dunford is a financial advisor with OSAIC in Buffalo, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Equitable and Foresters Financial Services. Outside of advisory work, he owns a sole proprietorship focused on the sales and service of fixed insurance and annuities and serves as a registered principal providing compliance and supervisory support for Atlas Wealth Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, supporting a range of investment products and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Ryan K

Series 66

Buffalo, NY

OSAIC

Ryan Kuhn is a financial advisor with Osaic Wealth, Inc. in Buffalo, NY, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of finance, he works part-time as a bartender. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party resources to construct diversified portfolios across different investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Elizabeth E

Series 63, Series 65

Buffalo, NY

OSAIC

Elizabeth Evanisko is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Cetera Investment Services and Foresters Financial. Evanisko is also the principal of Nova Wealth LLC, the team name under which she conducts business at OSAIC. OSAIC Wealth, Inc. serves a diverse clientele ranging from individual investors to pension plans and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessment, and third-party managers to construct tailored portfolios across a variety of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Robert P

Series 63, Series 65

Buffalo, NY

OSAIC

Robert Peters is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Cetera and Foresters Financial, spanning from 1996 to 2024. He is also the owner of Previs Wealth, LLC, a business used for shared expenses and succession planning. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolios managed through firm tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Melissa D

Series 66

Buffalo, NY

OSAIC

Melissa Darnell is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with OSAIC since 2024. She has previously worked at Cetera Investment Service LLC, LPL Financial LLC, Evans Bank, and Saperston Asset Management. In addition to her advisory work, she provides customer service and administrative support as a registered sales assistant at Previs Wealth. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Brett K

Series 63, Series 65

Buffalo, NY

OSAIC

Brett Komm is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Osaic in 2024, he worked at Cetera Investment Services and Foresters Financial. He is also a licensed insurance producer offering life and health insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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 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”)