Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,529 advisors near
10307
within the area shown on the map
Out of 400,000+ nationwide
Arthur B
Series 63, Series 66
Holmdel, NJ
Guardian Life
Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.
Weal G
Series 63, Series 66
Staten Island, NY
Citigroup Global Markets
Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.
Anthony C
Series 65, Series 63
Edison, NJ
Eagle Strategies (NY Life)
Anthony Condina is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at the U.S. Postal Service for 14 years. Outside of his advisory work, he co-owns a rental property with his wife. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.
Joyce C
CFP®, Series 66
Old Bridge, NJ
Guardian Life
Joyce Chan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Primerica Advisors. She has previously worked with Park Avenue Securities, LLC and Guardian Life Insurance Company, as well as MetLife Securities Inc. Chan holds the Series 66 designation and is based in Old Bridge, NJ. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.
Nycole V
Series 63, Series 65
Staten Island, NY
&PARTNERS
Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.
Christopher H
Series 66
Red Bank, NJ
Equity Services, inc.
Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.
Adelaide A
Series 63, Series 66
Edison, NJ
Eagle Strategies (NY Life)
Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.
Christian D
Series 63, Series 65
Holmdel, NJ
Guardian Life
Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
James C
Series 63, Series 65
Staten Island, NY
Citigroup Global Markets
James Corselli is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, as well as serving as a swap dealer and futures commission merchant.
Michael S
Series 66
Edison, NJ
&PARTNERS
Michael Stanley Jr. is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, Inc., and Prestige Wealth Management. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.
Erik F
Series 63, Series 65
Staten Island, NY
Eagle Strategies (NY Life)
Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.
Ericka T
Series 63, Series 65
Edison, NJ
Transamerica Financial Advisors
Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.
Brandon M
Series 65, Series 63
Holmdel, NJ
Guardian Life
Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.
Michael M
Series 63, Series 66
East Brunswick, NJ
PNC Wealth Management
Michael Macri is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management delegated to third parties.
Neil R
CFP®, ChFC®, Series 63, Series 65
Edison, NJ
Eagle Strategies (NY Life)
Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding CFP® and ChFC® designations and over 23 years of industry experience. His prior roles include positions at Commonwealth Financial Network, J.P. Morgan Securities, Equitable Advisors, and Mass Mutual. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional clients, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
Matthew W
Series 63, Series 65
Red Bank, NJ
Oppenheimer
Matthew Watson is a financial advisor with Oppenheimer and Co. Inc, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Specific Solutions and Fulton Financial Corporation, where he worked from 2009 to 2017. Watson has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and rebalancing.
Matthew M
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including Integrated Financial Concepts LLC/National Life Insurance Company since 2019. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and utilizes a network of third-party asset managers and model portfolios.
Francisco A
Series 66
Holmdel, NJ
Guardian Life
Francisco Acevedo is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Lincoln Financial Securities, RobustWealth, and Brinker Capital. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party models.
Mario M
Series 66
Edison, NJ
Hornor, Townsend & Kent, LLC
Mario Meola is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 23 years of industry experience. He has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Meola is also involved in insurance brokerage through his ownership of Chimney Rock Financial and his role as an agent at Primary Financial, focusing on multi-line insurance and life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a hybrid model combining SEC-registered advisory services and broker-dealer capabilities, managing over $8 billion in discretionary assets and providing both discretionary and non-discretionary account options.
Andrew G
CFA®, Series 65
Little Silver, NJ
Wealth Enhancement Advisory Services, LLC
Andrew Garcia is a CFA® charterholder and holds the Series 65 designation, with nine years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026. Prior to this, he held positions at Hightower Advisors, LLC, Farr Miller & Washington, LLC, and JP Morgan Private Bank. Wealth Enhancement Advisory Services is a large enterprise managing over $122 billion in regulatory assets under management. The firm offers a range of financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
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 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")
Finding advisors...
2,529 advisors near
10307
within the area shown on the map
Out of 400,000+ nationwide