Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Nina G

CFP®, Series 63, Series 65

Corning, NY

Cambridge Investment Research Advisors

Nina Graham is a CFP® professional with nine years of experience in the financial advisory industry. She is currently with Cambridge Investment Research Advisors and previously worked at Socha Financial Group and E3 Financial Planning. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Bradley S

Series 63, Series 65

Elmira, NY

LPL Financial

Bradley Sparbanie is a financial advisor at LPL Financial in Elmira, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, and Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Marco H

Series 66

Corning, NY

Merrill

Marco Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member of the Cornfield Group since June 2010. He holds the Chartered Financial Analyst (CFA) designation, earned in August 2014, as well as FINRA Series 7, Series 66, and Series 9 securities registrations, and a State Insurance License. With over 15 years of experience, Marco focuses on goals-based wealth management, delivering tailored and tax-efficient asset allocation strategies for individuals and small businesses. His areas of expertise include college education planning, philanthropic planning, managing new wealth, socially responsible and ESG investing, tax minimization, retirement income, and small business strategies. Marco holds a Bachelor of Science degree in Economics from Elmira College. He is an active member of Rotary International and participates in community service through Meals on Wheels. Marco is proficient in English and Italian.

Wealth management Tax-loss harvesting Private / alternative investments ESG / Sustainable investing Retirement income strategy Founder/Business Owner
user avatar
firm logo

Paul B

Series 66

Elmira, NY

LPL Financial

Paul Brown II is a financial advisor with LPL Financial in Elmira, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Broadview Federal Credit Union, KeyBank, Citizens Bank, and Edward Jones. He is also a commissioned notary public in New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad array of financial planning and asset management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Aaron M

Series 63, Series 65

Corning, NY

Raymond James Financial

Aaron Manchester is a financial advisor with Raymond James Financial in Corning, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been employed since 2011 at both Raymond James Financial Services Advisors, Inc. and Corning Credit Union. Manchester is also associated with Wealth Strategies, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Noah H

Series 66

Elmira, NY

Morgan Stanley

Noah Hunkele is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked with Soccer Shots Franchising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee analyses.

General estate planning guidance
user avatar
firm logo

Sabrina C

CFP®, Series 63

Pine Valley, NY

LPL Financial

Sabrina Chilson is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial and Chemung Canal Trust Company. She has served at LPL Financial since 2015 and Chemung Canal Trust Company since 2016. Chilson holds Series 63 licensure and is based in Pine Valley, NY. She also acts in a fiduciary capacity for The Brown Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Madison E

CFP®, Series 63, Series 65

Corning, NY

Raymond James Financial

Madison Eighmey is a CFP® professional with seven years of experience, currently serving at Raymond James Financial Services Advisors in Corning, NY. Prior to joining Raymond James in 2019, Madison held positions in tax accounting and education. She is also associated with Corning Federal Credit Union Wealth Strategies in a financial advisor role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs non-discretionary planning and risk-profiling tools tailored to client goals and offers specialized programs such as municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

John B

Series 63

Elmira, NY

Raymond James Financial

John Brand is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elmira, NY, holding a Series 63 license and 12 years of industry experience. He has been with Raymond James since 2015. Brand serves on the Board of Trustees for Elmira College and chairs its investment committee. He is also chairman of the Board of Directors for Arnot Realty and its holding company, Rathbone Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Paul S

CFP®, ChFC®, Series 63, Series 65

Horseheads, NY

LPL Enterprise

Paul Sypher is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations, and has 38 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Sypher serves as a board member for Grace Christian Fellowship, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
user avatar
firm logo

Sydney C

Series 66

Elmira, NY

LPL Financial

Sydney Carvotta is a financial advisor with LPL Financial and holds a Series 66 designation. With one year of industry experience, Carvotta’s work history includes roles at Chemung Canal Trust Company and AML Rightsource. Outside of finance, Carvotta has experience in the hospitality industry, including managing at MacGregor's Grill & Taproom and Pizza D's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and broad non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Peter S

Series 66

Elmira, NY

Raymond James Financial

Peter Schweizer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Schweizer is co-owner of Guardian Wealth Management, LLC, a business related to his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

William R

CFP®, Series 63

Corning, NY

Raymond James Financial

William Roe is a CFP® with five years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held roles at multiple affiliated entities since 2016, including Cheming Canal Trust Company and several credit unions. Roe also works as an associate at Wealth Strategies/CCU Wealth Strategies in Corning, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and tailored consulting to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Peter M

Series 66

Elmira, NY

Morgan Stanley

Peter Mcevoy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and various modeling tools to assist clients in planning their financial futures.

General estate planning guidance
user avatar
firm logo

Jonathan L

Series 63, Series 65

Elmira Heights, NY

LPL Financial

Jonathan Lerche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Allstate Financial Advisors, First Heritage Federal Credit Union, and Allstate Insurance Co. Outside of finance, he has a long-standing involvement with Five Star Real Estate Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining a broad range of advisory services with extensive non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 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”)