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

Andrew R

Series 66

New York, NY

Raymond James & Associates

Andrew Ryan is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016, including a role at Loop Companies from 2019 to 2023. Outside of his advisory work, he is a 25% member of 56 Main, LLC. 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 individuals, institutions, and municipal clients with a range of financial planning and consulting services, offering non-discretionary advice supported by diverse portfolio management strategies and in-depth firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Joan M

Series 63, Series 65

New York, NY

Raymond James & Associates

Joan Mcgrath is a financial advisor at Raymond James & Associates with 47 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Janney Montgomery Scott from 1990 to 2022 before joining Raymond James in 2022. 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 wide range of portfolio management strategies and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

John S

Series 66, Series 65

New York, NY

Raymond James & Associates

John Sutton is a financial advisor with Raymond James & Associates in New York, NY, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. 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, investment consulting, and institutional advisory services with a largely non-discretionary investment approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Lauren S

Series 66

New York, NY

Raymond James & Associates

Lauren Shinn is a financial advisor at Raymond James & Associates with the Series 66 credential. Based in New York, NY, Shinn has been with Raymond James since 2024. Outside of finance, Shinn has experience working in the restaurant industry, including roles at Joey D's Chicago Style Eatery and Carrabba's Italian Grill. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Henri C

Series 63, Series 65

New York, NY

Raymond James & Associates

Henri Castro is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of a property management business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting through non-discretionary advisory programs, drawing on varied portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Sophia P

Series 66

New York, NY

Raymond James & Associates

Sophia Patti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2019, with additional experience at Carillon Fund Distributors, Verger Capital Management, and other organizations. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Joao R

Series 63, Series 66

New York, NY

Raymond James & Associates

Joao Rotta is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and UBS AG for 11 years. He is based in New York, NY. Raymond James & Associates is a large 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 consulting services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Lorayne F

Series 63, Series 65

New York, NY

Raymond James & Associates

Lorayne Fiorillo is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James for 10 years. Fiorillo is also an author of mystery novels and writes a blog about life as a single/divorced individual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, firm research, and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Daniel L

Series 66

New York, NY

Raymond James & Associates

Daniel Lebovitch is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup and Northwestern Mutual Investment Services. Outside of his advisory role, he is a partner in MRL Anthropic and is involved part-time with Priority One Jet. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kevin S

Series 66

New York, NY

Raymond James & Associates

Kevin Scull is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Lapides Asset Management LLC. He is based in New York, NY. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning and consulting services through a non-discretionary model that incorporates firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Roger J

Series 63, Series 65

New York, NY

Raymond James & Associates

Roger Jee is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2018, he spent several years with Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Jee serves as president of the Tarryhill Homeowners Association and holds minority ownership in two restaurant businesses. 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, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and institutional consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Ariel U

Series 66

New York, NY

Raymond James & Associates

Ariel Urban is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2019, with prior experience at Citigroup and Willis Towers Watson Northeast, Inc. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Vincent S

CFP®, Series 63

New York, NY

Raymond James & Associates

Vincent Signorile is a CFP® professional affiliated with Raymond James & Associates, with 39 years of industry experience. He worked at Janney Montgomery Scott Inc. for 35 years before joining Raymond James in 2022 and has also maintained a self-employed advisory role since 1982. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Stephen P

Series 63

New York, NY

Raymond James & Associates

Stephen Parker is a financial advisor with Raymond James & Associates based in New York, NY. He holds a Series 63 designation and has 12 years of industry experience, including prior work at Metlife Securities. Parker has been with Raymond James & Associates since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Andrew H

Series 65, Series 66

New York, NY

Raymond James & Associates

Andrew Hearon is a financial advisor with Raymond James & Associates in New York, NY, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Hearon is the sole owner of Cheshire Path LLC and serves on the Finance and Investment Committee of Garden City Community Church. 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, pension plans, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Robert B

Series 63, Series 65

New York, NY

Raymond James & Associates

Robert Boiarsky is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as Vice President and board member of the finance and investment committee for Brown University/RISD Hillel, a nonprofit organization. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary planning and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mirza C

Series 63, Series 65

New York, NY

Raymond James & Associates

Mirza Culov is a financial advisor at Raymond James & Associates with two years of industry experience. His prior roles include positions at Wells Fargo Advisors and involvement with Médecins Sans Frontières and Combined Jewish Philanthropies. Culov holds the Series 63 and Series 65 licenses and is based in New York, NY. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Craig K

Series 63, Series 65

New York, NY

Raymond James & Associates

Craig Kramer is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior experience includes 15 years at Citigroup Global Markets. 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Lisa D

Series 65, Series 63

New York, NY

Raymond James & Associates

Lisa Donadio is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 63 and Series 65 licenses, and her prior roles include positions at UBS Financial Services, Black Insurance Group, Erie Management Group, and working in the Pennsylvania State Senate office of Senator Sean Wiley. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

James S

Series 66

New York, NY

Raymond James & Associates

James Signorile is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2022. He holds a Series 66 designation and is based in New York, NY. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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 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”)