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

Stephanie B

Orlando, FL

OSAIC

Stephanie Breske is a financial advisor with Osaic Wealth, Inc. in Orlando, FL, holding 25 years of industry experience. She has worked at Osaic Wealth since 2018 and previously spent two years at Signator Investors, Inc. Outside of her advisory role, she serves as a Non-Profit Lay Director for Orlando Cursillo, a 501(c)(3) organization. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to a wide range of investment products and third-party managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, managing accounts on both discretionary and non-discretionary bases.

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 B

Series 63, Series 65

Orlando, FL

OSAIC

Robert Breske is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

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")