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

Jaylen R

Series 63, Series 66

Plano, TX

OSAIC

Jaylen Raye is a financial advisor at Osaic Wealth, Inc. based in Plano, TX, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Ameriprise Financial Services. Outside of his advisory role, he manages an LLC named Stormcloud Holdings. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services with access to third-party money managers and employs asset-allocation and risk-assessment tools in portfolio construction.

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

Emmett R

Series 63, Series 65

Plano, TX

OSAIC

Emmett Ray III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Ray serves on the board of Denton County Friends of the Family and is involved with several nonprofit organizations. He also operates a short-term rental vacation cabin in New Mexico and owns a business that supports health-related services for young employees. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a large network of affiliated advisers.

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”)