Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nicholas W
CFP®, Series 66
Fort Myers, FL
OSAIC Institutions, INC.
Nicholas Wychocki is a CFP® with 20 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at infinex Investments, Inc. since 2012 and Finemark Financial Services since 2010, where he also serves as a portfolio manager for Finemark National Bank & Trust. He is based in Fort Myers, FL. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is noted for its predominantly non-discretionary assets and its integrated advisory and broker-dealer model.
Robert R
Series 66
Fort Myers, FL
OSAIC Institutions, inc.
Robert Ramsay is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. He has worked with Infinex Investments, Inc. and Finemark National Bank & Trust since 2013. In addition to his advisory role, he serves as Senior Vice President and Private Wealth Advisor at Finemark National Bank & Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.
Martha W
Series 65
Fort Myers, FL
OSAIC Institutions, inc.
Martha Wilson is a Series 65-licensed financial advisor at OSAIC Institutions, Inc. with nine years of industry experience. Her previous roles include positions at JPMorgan Securities LLC, UBS Financial Services, and Evolution Wealth Management Inc. She has also worked in human and veteran services at Lee County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while combining adviser and broker-dealer models with a focus on both discretionary and non-discretionary account management.
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