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

Craig W

Series 63, Series 65

Roseville, CA

Raymond James & Associates

Craig Weis is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2020, following seven years at UBS Financial Services. 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, advisory programs, and institutional consulting with a focus on non-discretionary planning and a range of portfolio management styles.

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

Craig B

CFP®, Series 63, Series 66

Roseville, CA

Raymond James & Associates

Craig Barker is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes 15 years at Stifel Nicolaus & Co Inc and 15 years with FINRA. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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

Jeffrey O

Series 63, Series 65, Series 66

Roseville, CA

Raymond James & Associates

Jeffrey Olsen is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He serves as president of the board for a family-held corporation involved in managing land and mineral rights. Raymond James & Associates is a large, dually registered broker-dealer and 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 through a variety of non-discretionary advisory programs and specialized municipal advisory services.

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 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")