Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael B
Series 63, Series 66
Los Alamitos, CA
OSAIC Institutions, INC.
Michael Brescione is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, Wescom Financial Services, and several other firms. He also spent two years in homemaking between 2023 and 2025. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and utilizes a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts, along with access to alternative investments and lending solutions.
Dennis M
Series 66
Los Alamitos, CA
OSAIC Institutions, INC.
Dennis Mollison is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., SchoolsFirst Federal Credit Union, CUNA Brokerage Services, Inc., and Equitable Advisors. 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 services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters and co-advisory arrangements.
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