Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas D
Series 63, Series 66
Woodland Hills, CA
OSAIC
Thomas Dodd is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for a combined 20 years. Dodd holds Series 63 and Series 66 designations and has been involved in insurance sales as a term insurance agent and in operational and client support roles at KGE WealthManagement. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with asset-allocation tools, risk assessments, and access to third-party money managers and managed account solutions.
Keith E
Series 63, Series 66
Woodland Hills, CA
OSAIC
Keith Ellen is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 37 years of industry experience. His career includes longstanding roles at American Financial Network Advisory Services and Securities America Advisors, where he worked for over 20 years. Ellen is also the owner of KGE Wealth Management, an investment-related business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and multiple third-party platforms to manage portfolios with various investment options.
William P
Series 66
Woodland Hills, CA
OSAIC
William Pare is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has worked at firms including Securities America Advisors and KGE Wealth Management, where he also has operational responsibilities. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across a broad spectrum of investment types.
Blake R
Series 66
Woodland Hills, CA
OSAIC
Blake Ribnick is a financial advisor with Osaic Wealth, Inc. based in Woodland Hills, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Securities America Advisors, Inc. from 2011 to 2024. Ribnick is also involved in insurance sales, including annuities. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions through multiple advisory platforms and third-party providers.
Manuela E
Series 66
Woodland Hills, CA
OSAIC
Manuela Ellen is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. She has previously worked at KGE Wealth Management and Securities America, Inc. There are no additional outside activities reported. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed account solutions, employing a range of asset-allocation tools and third-party platforms.
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