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

Claude C

Series 63, Series 65

Tacoma, WA

VOYA Financial Advisors, Inc.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2000 to 2011. Conlin also operates Conlin Intellectual Capital, a consulting business focused on clients' thinking processes and goal setting unrelated to specific financial products. VOYA Financial Advisors, Inc. is an advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement investment recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Linda R

Series 63, Series 65

Tacoma, WA

VOYA Financial Advisors, Inc.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of advising, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines investment policy statements, model portfolios, and technology-driven tools to manage accounts primarily on a non-discretionary basis, with a product offering that includes both affiliated and unaffiliated investment options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Connor B

Series 63, Series 66

Tacoma, WA

VOYA Financial Advisors, Inc.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advisory work, he is an independent insurance agent specializing in fixed life insurance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies along with technology-enabled tools to implement client-focused investment recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Debbie V

Series 66

Tacoma, WA

VOYA Financial Advisors, Inc.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Nationwide Investment Advisors, Edward Jones, and Russell Investments. She is involved in the sale and service of a Health Reimbursement Arrangement product. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement recommendations, with an emphasis on client-approved, non-discretionary asset management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Karla G

ChFC®, Series 63, Series 65

Tacoma, WA

VOYA Financial Advisors, Inc.

Karla Greer is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Madrona Financial Group and Voya Financial Partners, LLC. Outside of her advisory work, she serves as treasurer for two homeowners associations and is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through a mix of discretionary and non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

James B

Series 66

Tacoma, WA

VOYA Financial Advisors, Inc.

James Bermingham is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Voya Financial Advisors, Inc. and has previously held roles at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he is the owner of an LLC that manages payroll and tax filings for his administrative assistant. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and third-party strategies, with many client relationships managed on a non-discretionary basis and supported by technology-enabled tools.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Carmen H

Series 66

Tacoma, WA

VOYA Financial Advisors, Inc.

Carmen Habenicht is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, she held roles at Shield & Sage Holdings LLC, Equitable Advisors, LLC, and H&R Block. VOYA Financial Advisors, Inc. offers a range of financial planning and advisory services to individuals, pension plans, charitable organizations, and corporate clients, combining both discretionary and non-discretionary account management through a broad network of investment adviser representatives and a diverse product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Vincent D

Series 66

Tacoma, WA

VOYA Financial Advisors, Inc.

Vincent Di Domenico is a financial advisor with Voya Financial Advisors, Inc. in Tacoma, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Zetimair Wealth Management and Ameriprise Financial Services. He provides pro bono financial planning through the Foundation for Financial Planning. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary strategies supported by technology and both affiliated and unaffiliated investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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”)