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

Anthony C

Series 63, Series 65

Pewaukee, WI

OSAIC

Anthony Carini is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and presents financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and recent consolidation activities.

Annuities Private / alternative investments
user avatar
firm logo

Irina L

Series 63, Series 65

Pewaukee, WI

OSAIC

Irina Lueth is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior experience includes Woodbury Financial Services Inc and ownership of Lueth Financial, Inc. She is also involved in health and life insurance services through several independent contractor roles. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across various investment programs.

Annuities Private / alternative investments
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”)