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

Melinda L

Series 63, Series 65

Portland, OR

Voya financial Advisors, Inc.

Melinda Lewis is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has 39 years of industry experience. Lewis has been associated with Voya Financial Advisors since 2014 and with the Lewis Stefani Group since 2015. She serves as vice president of the Christmas for Kids Foundation, a nonprofit organization providing clothing for underprivileged children. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily delivering non-discretionary, recommendation-based advice.

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

Angela S

CFP®, Series 66

Portland, OR

Voya financial Advisors, Inc.

Angela Secolo is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, holding CFP® and Series 66 designations with 27 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, Secolo serves as treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental stewardship and community education. Voya Financial Advisors, Inc. serves a diverse clientele 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, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based arrangements.

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

Nicole B

Series 66

Portland, OR

Voya financial Advisors, Inc.

Nicole Burroughs is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Edward Jones and U.S. Bancorp Investments. Outside of her advisory work, she serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily delivering non-discretionary investment recommendations.

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

Justin M

Series 66

Portland, OR

Voya financial Advisors, Inc.

Justin Morris is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked with Water Tower Financial and Pac Res Mortgage in addition to his current role at Voya. Outside of advising, he is also an independent agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, wrap programs, and third-party money manager access, primarily delivering advice through recommendation-based, non-discretionary relationships.

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

Wendy S

Series 63, Series 65

Portland, OR

Voya financial Advisors, Inc.

Wendy Stefani is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been affiliated with the Lewis Stefani Group since 2015 and Jewel Financial since 2011. Outside of her advisory work, she serves as Vice President of the Christmas for Kids Foundation, a nonprofit focused on school selection and coordination with counselors. Voya Financial Advisors serves a diverse range of individual and institutional clients, offering services including financial planning, portfolio management, and retirement plan consulting. The firm provides advice through various program structures with an emphasis on non-discretionary, recommendation-based relationships.

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

Dawn D

Series 63, Series 66

Portland, OR

Voya financial Advisors, Inc.

Dawn Depner is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and 25 years of industry experience. She is also the owner of Water Tower Financial Services, LLC, and Depner-Lewis Financial Services, through which she manages office operations and client services. Additionally, she works as an independent insurance agent specializing in annuities and individual life insurance products. Voya Financial Advisors, Inc. serves a diverse clientele, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes various program structures, often providing non-discretionary investment recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

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

Karly B

Series 66

Portland, OR

Voya financial Advisors, Inc.

Karly Bradbury is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 20 years of industry experience. She has been with Voya Financial Advisors since 2014 and also operates a wedding and event coordinating business alongside her advisory role. Additionally, she is involved in creating and marketing original artwork through a separate creative services venture. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and various wrap and third-party money manager programs. The firm provides advice primarily through non-discretionary recommendations across multiple program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

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

Greysen S

Series 66

Portland, OR

Voya financial Advisors, Inc.

Greysen Stefani is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with four years of industry experience. He holds a Series 66 designation and has prior work history with Moss Adams LLP and Me Bar LLC dba Level. Outside of his advisory role, Stefani serves as Treasurer for the Christmas for Kids Foundation, managing monthly financials and donation tracking for the organization's year-round fundraising efforts. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, offering financial planning, portfolio management, and retirement-plan consulting through various program structures. The firm is known for providing mostly non-discretionary advice and operates both as an SEC-registered investment adviser and broker-dealer, with multiple affiliated advisory programs.

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

Nickolas D

Series 66

Portland, OR

Voya financial Advisors, Inc.

Nickolas Depner is a Series 66 credentialed financial advisor with Voya Financial Advisors, Inc. in Portland, OR, where he has worked since 2015. He has nine years of industry experience. Outside of his advisory role, he is involved in providing paraplanning services and operates as an independent insurance agent. 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 offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures with a preference for non-discretionary, recommendation-based advice.

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

Scott W

Series 66

Portland, OR

Voya financial Advisors, Inc.

Scott Wilson is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 25 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his primary role, Wilson is involved in several related business activities including ownership of Water Tower Financial and acting as an independent insurance agent. Voya Financial Advisors 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 a variety of services including financial planning, portfolio management, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary advisory programs.

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

Vernon B

Series 63, Series 65

Portland, OR

Voya financial Advisors, Inc.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Lewis-Stefani Group and Fidelity Investments, with current responsibilities including assisting employees of the City of Portland and Multnomah County with financial planning and retirement savings. Outside of advisory work, he is an independent contractor specializing in blind and drape installation. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based arrangements.

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

Jay R

Series 63, Series 65

Portland, OR

Voya financial Advisors, Inc.

Jay Recchia is an advisor with Voya Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with Voya Financial Advisors since 2016 and is also associated with the Lewis Stefani Group and California Corporate Benefits. Additionally, he operates as an independent insurance agent focused on fixed insurance products. 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 provides a variety of services, including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

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")