Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Geoffrey Z
Series 66
Cincinnati, OH
Raymond James & Associates
Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.
Minseok K
Series 66
Cincinnati, OH
Raymond James & Associates
Minseok Kwon is a Series 66-credentialed financial advisor with Raymond James & Associates, based in Cincinnati, OH. He has one year of industry experience and previously worked at Grandview Peak Capital and served in the Republic of Korea Marine Corps. Prior to his financial career, he was involved with The Ohio State University in various capacities, including student athlete support and the College of Engineering. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Zachary H
Series 66
Cincinnati, OH
Raymond James & Associates
Zachary Hiler is a Series 66-licensed financial advisor at Raymond James & Associates with four years of industry experience. His career includes roles at Raymond James & Associates and Janney Montgomery Scott LLC, as well as experience at the University of Cincinnati and Hiler Company Ltd. Outside of his advisory work, he is a partner at Hiler Marot Investment Group LLP, involved in property acquisition and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
David R
CFP®, Series 66
Cincinnati, OH
Raymond James & Associates
David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.
Samuel M
Series 66
Cincinnati, OH
Raymond James & Associates
Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.
Cameron P
Series 66
Cincinnati, OH
Raymond James & Associates
Cameron Porczak is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 credential and four years of industry experience. His career includes prior roles at Transamerica Agency Network and multiple periods of full-time education. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.
Mire J
Series 63, Series 65
Cincinnati, OH
Raymond James & Associates
Mire Jonovski is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Raymond James since 2005 and previously worked at Advest, Inc. from 2001 to 2005. Outside of his advisory role, he serves as president of Acquest Inc. and MKMS, companies involved in the management and oversight of rental real estate. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.
Evan K
Series 66
Cincinnati, OH
Raymond James & Associates
Evan Krah is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at Fifth Third Bank and spent several years in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through multiple specialized programs.
Mollie M
Series 66
Cincinnati, OH
Raymond James & Associates
Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.
Jason G
Series 63
Cincinnati, OH
Raymond James & Associates
Jason Goldberg is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 63 designation with 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business entity created to facilitate lease agreements for the firm’s new branch locations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.
Daniel S
Series 66
Cincinnati, OH
Raymond James & Associates
Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.
Dustin M
Series 63, Series 66
Cincinnati, OH
Raymond James & Associates
Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters