Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shelly S
Series 66
Oshkosh, WI
OSAIC
Shelly Squier is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at firms including MML Investors Services Inc and MassMutual from 2007 to 2019, followed by Securities America Advisors and Securities America, Inc until 2024, before joining OSAIC. In addition to her advisory role, she owns and operates an insurance product sales business. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and a range of investment options, supported by multiple advisory platforms and third-party 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