Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sarah L
Series 66
Oak Bluffs, MA
Raymond James Financial
Sarah Laird is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is an associate with Lightship Capital Management, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses a variety of analytical tools to support client goals across a large advisor network.
Jonathan L
CFP®, Series 63, Series 65
Oak Bluffs, MA
Raymond James Financial
Jonathan Laird is a CFP® professional with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to this, he held positions at Wells Fargo Advisors Financial Network LLC and Prudential Equity Group, LLC. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.
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