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

Shirl D

Series 63, Series 65

Metairie, LA

Voya financial Advisors, Inc.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 designations and with 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of advisory work, she is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary recommendations.

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

Maria K

Series 63, Series 66

Metairie, LA

Voya financial Advisors, Inc.

Maria Kyriakides is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Her background includes roles at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters. She holds Series 63 and Series 66 licenses and is also licensed as an insurance producer for life, health, and disability insurance, as well as property and casualty insurance. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing primarily non-discretionary, recommendation-based advisory relationships.

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

Kenneth T

Series 63, Series 65

Metairie, LA

Voya financial Advisors, Inc.

Kenneth Trahan is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advising, he operates as an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advisory relationships alongside both advisory and broker-dealer services.

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

Edward P

Series 65, Series 63

Metairie, LA

Voya financial Advisors, Inc.

Edward Plemons is a financial advisor at Voya Financial Advisors, Inc. in Metairie, LA, holding the Series 63 and Series 65 designations with nine years of industry experience. Prior to joining Voya in 2017, he worked for Best Buy for 15 years. Outside of his advisory role, he works as a contract driver delivering ambulances for S.E.R.V.S and Innovative Vehicle Solutions. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice with a large portion of assets managed non-discretionarily.

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

Brandon G

Series 63, Series 65

Metairie, LA

Voya financial Advisors, Inc.

Brandon Goll is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures, primarily on a non-discretionary basis, and operates as both an SEC-registered investment adviser and a broker-dealer with various affiliated programs.

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

Tonielle G

Series 63, Series 66

Metairie, LA

Voya financial Advisors, Inc.

Tonielle Greenlee is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Voya Financial since 2014 and has concurrently worked as an independent consultant for Pampered Chef since 2008. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and multiple advisory program structures, emphasizing recommendation-based, non-discretionary client relationships.

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

Casey S

Series 65

Metairie, LA

Voya financial Advisors, Inc.

Casey Stanley is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding a Series 65 license and 19 years of industry experience. He has been with Voya Financial Advisors since 2015. Outside of advisory work, he is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm operates through multiple program structures and is known for its preference for recommendation-based, non-discretionary client relationships.

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

Joseph W

Series 65, Series 63

Metairie, LA

Voya financial Advisors, Inc.

Joseph Weiser is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Voya Financial Advisors since 2015. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, frequently providing non-discretionary recommendations across multiple program structures.

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

Howard W

Series 63, Series 65

Metairie, LA

Voya financial Advisors, Inc.

Howard Weiser Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is involved as a member of WGR, LLC, a company that rents temporary fencing. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through a range of program structures, often providing non-discretionary advice that requires client approval before implementation.

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

Ronald R

Series 66

Metairie, LA

Voya financial Advisors, Inc.

Ronald Rodriguez is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Voya Financial Advisors, Inc. and has prior experience at AGIA and Valic Financial Advisors. Outside of advisory work, he serves as an independent insurance agent selling fixed insurance products and works as a consultant reviewing lease agreements for private landlords and tenants. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, with a focus on recommendation-based, non-discretionary asset management.

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

Simone B

Series 65, Series 63

Metairie, LA

Voya financial Advisors, Inc.

Simone Bauer is a financial advisor with Voya Financial Advisors, Inc. and holds Series 65 and Series 63 licenses. She has 15 years of industry experience, including over a decade at Voya Financial Advisors since 2014 and concurrent work at Strategic Financial Concepts, LLC. In addition to her advisory role, Bauer operates as an independent insurance agent and provides bookkeeping services for a small contracting business. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing primarily non-discretionary, recommendation-based client relationships.

Retirement income strategy General retirement planning Business ownership considerations 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")