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Christopher M
Series 66
Toms River, NJ
Wealth Quarterback LLC
Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. Meyer is also involved with the Jalinski Advisory Group and Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers strategies including an aggressive Tactical Managed Strategy using market-timing and leveraged ETFs.
Louis S
Series 63
Toms River, NJ
Fortitude Advisory Group L.L.C.
Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. He holds the Series 63 designation and has 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advising, he hosts a weekly financial and economic radio show called "The Financial Physician," authors a book by the same name, and engages in public speaking approximately once a year. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of Financial Advisors who manage accounts on both discretionary and non-discretionary bases, offering portfolio management, third-party manager selection, and overlay services.
James M
Series 63, Series 65
Brick, NJ
Regal Advisory Services, Inc.
James Madigan Jr. is a financial advisor with Regal Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2009, he has worked at Wells Fargo Advisors LLC. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.
Francis D
Series 65
Toms River, NJ
Corecap Advisors
Francis Davis III is a financial advisor at CoreCap Advisors with a Series 65 designation and one year of industry experience. He also serves as President and agent at New Era Financial and has been involved with First Jersey Insurance Agency since 2010. Davis served in the Army National Guard from 2009 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.
John O
Series 63, Series 65
Toms River, NJ
Capitol Securities Management, Inc.
John Oleary is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs using mutual funds, ETFs, individual securities, and other instruments, with advice delivered by a network of investment adviser representatives.
Peter F
Series 63, Series 65
Sea Girt, NJ
World Equity Group, Inc.
Peter Forbes is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with World Equity Group since 2010. In addition to his advisory role, he is also involved in the sale of fixed insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.
Paul K
Series 66
Freehold, NJ
Santander Securities LLC
Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.
Clayton F
Series 65
Millstone Township, NJ
Verity Asset Management
Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.
Christopher M
Series 63, Series 65
Brick, NJ
Stonex Advisors Inc.
Christopher Matseur is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. Among his other roles, he serves as Treasurer for the Brick Township District Fire Commissioner and the Herbertsville Fire Company, and he also performs wedding ceremonies as an independent officiant. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house private client group. The firm employs various account structures and model-based solutions, leveraging platforms such as Envestnet and Advyzon to implement strategies and provide tax-aware services.
Misty M
Series 65
Neptune, NJ
Maridea Wealth Management
Misty Marlowe is a financial advisor at Maridea Wealth Management with 10 years of industry experience. She previously worked at Hartshorne Group, LLC for 16 years. Marlowe holds a Series 65 designation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing about $1.97 billion in client assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and coordinates tax and insurance planning through affiliated entities.
Robert D
Series 63, Series 66
Spring Lake, NJ
International Assets Investment Management, LLC
Robert D'andria is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with International Assets Investment Management and its affiliate International Assets Advisory LLC since 2010. In addition to his advisory role, he is president and sole owner of SterlingNoble Wealth Management, a business he operates actively. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as appropriate.
Durbin M
Series 63, Series 66
Mantoloking, NJ
Stonex Advisors Inc.
Durbin Mcdermott is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 66 licenses and has 50 years of industry experience. He has worked with several firms, including Wrp Investments, Inc. and Saxony Capital Management, LLC. Outside of his advisory roles, he is president and a one-third member of Partners Financial Group, LLC, where he is involved in codevelopment, training, recruiting, and business processing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing a variety of account structures and model-based solutions.
Matthew F
Series 63, Series 66
Sea Girt, NJ
Advisory Solutions Group
Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.
Shannon P
Series 65
Sea Girt, NJ
World Equity Group, Inc.
Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.
Janet S
CFP®, Series 63
Wall, NJ
Arkadios Wealth Advisors
Janet Sherry is a CFP® with 27 years of industry experience, currently serving at Arkadios Wealth Advisors since 2019. Prior to that, she worked at Triad Advisors, Inc. for five years. In addition to her advisory role, she is a co-owner of Foresight Financial Partners, a financial planning and investment firm. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm supports customized, discretionary investment strategies with an internal portfolio team and offers integrated advisory and brokerage services under a unified operating model.
Peter C
Series 65
Freehold, NJ
Brookwood Investment Group
Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.
Kim D
Series 66
Wall, NJ
Kingswood Wealth Advisors, LLC
Kim Desio is a financial advisor at Kingswood Wealth Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 17 years. Outside of her advisory role, she serves as a notary public. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and is notable for its integration with affiliated financial entities and insurance-linked account management.
Joseph L
ChFC®
Ocean Grove, NJ
Inspire Advisors, LLC
Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.
Charles T
Series 63, Series 65
Millstone Township, NJ
John Hancock Personal Financial Services, LLC
Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.
William M
CFP®, ChFC®, Series 63
Wall, NJ
Advisory Services Network
William McLaughlin Jr. is a CFP® and ChFC® with 40 years of industry experience, currently serving at Advisory Services Network since 2017. He also leads Mclaughlin Financial Group, LLC, which he founded in 2005, and has prior experience with Coastal Investment Advisors. Outside of advising, he is an independent insurance agent and author of a financial book published since 2018. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. Their services include portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a range of securities and third-party managers tailored to client objectives and risk tolerances.
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