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

Brian J

Series 66

Lewiston, ID

OSAIC Advisory Services, LLC

Brian Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and currently serves at Osaic Advisory Services, LLC. Johnson is the owner of Johnson Financial Group and serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services through multiple program models with custody arranged primarily through Schwab and Fidelity, utilizing both proprietary guidance and third-party platforms and managers.

Annuities
user avatar
firm logo

Richard C

Series 63, Series 65

Lewiston, ID

OSAIC Advisory Services, LLC

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Clifford is an active member of the United States Coast Guard Auxiliary, where he volunteers in boating and water safety education and inspections, and he serves as treasurer for the Lewiston Elks Lodge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary guidance and third-party platforms.

Annuities
user avatar
firm logo

Robert C

Series 63, Series 66

Lewiston, ID

OSAIC Advisory Services, LLC

Robert Clifford is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and Kms Financial Services Inc. He serves as a board member for the Lewis Clark State College Foundation, where he monitors investments managed by D.A. Davidson. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party investment platforms.

Annuities
user avatar
firm logo

Daniel M

Series 66

Lewiston, ID

OSAIC Advisory Services, LLC

Daniel Matoske is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, and Wells Fargo Advisors. He also serves as an associate advisor with CA Financial Services, LLC, assisting a senior advisor. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Annuities
user avatar
firm logo

Jerry V

Series 66

828 8th Ave, ID

OSAIC Advisory Services, LLC

Jerry Van Ausdle is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed agent with CA Financial Services, where he assists clients in selecting insurance products as part of their risk management strategies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing various proprietary and third-party platforms.

Annuities
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")