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

Easton C

Series 66

Fremont, NE

OSAIC

Easton Chaffee is a financial advisor at Osaic with a Series 66 credential and has been in the industry since 2026. His prior work experience includes roles in various sectors such as energy, retail, education, and sports officiating. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services with multiple platforms. The firm employs firm-provided tools for asset allocation, risk assessment, and portfolio management, and supports both discretionary and non-discretionary accounts.

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

Renen S

CFP®, Series 66

Fremont, NE

OSAIC

Renen Sahr is a financial advisor with OSAIC in Fremont, Nebraska, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to joining OSAIC in 2024, he worked for seven years at Securities America Advisors and Securities America, Inc. He is a board member of the Midland University Booster Board and hosts a weekly radio segment at RVR Bank that features local business partners and non-profits. Sahr also provides life, health, and accident insurance products alongside investment advisory services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

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

Michelle S

Series 66

Fremont, NE

OSAIC

Michelle Staats is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and has worked with firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Hightower Securities LLC. Outside of advising, she is a distributor for SeneGence cosmetics through a multi-level marketing business and serves as a client liaison for RVR Bank. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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”)