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

Karen T

Series 63, Series 66

Fayetteville, NC

OSAIC

Karen Tisdale is a financial advisor with Osaic in Fayetteville, NC, holding Series 63 and Series 66 credentials and with 16 years of industry experience. She has worked at several firms including Securities America and National Planning Corporation. Outside of her advisory work, she serves on the board and as treasurer for Cape Fear Regional Theatre and facilitates training and fundraising activities for the Child Advocacy Center. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services using asset allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range 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

Bruce B

Series 63, Series 65

Fayetteville, NC

OSAIC

Bruce Brown is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several firms, including Securities America Advisors, Inc., SSN Advisory, Inc., and National Planning Corp. Brown is active in his community as a member of the Kiwanis Club of Fayetteville and serves on the finance committee of Hay Street Methodist Church. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and portfolio management tools across multiple platforms.

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 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")