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Joel S

Series 63, Series 65

Saddle Brook, NJ

Mass Mutual Investors Services

Joel Saperstein is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2001. Outside of advising, he is involved in sales related to life, health, group life, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to develop goal-based recommendations without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eric P

CFP®, PFS™, Series 66

Parsippany, NJ

Cetera

Eric Pascarella is a financial advisor with Cetera, holding CFP®, PFS™, and Series 66 credentials and 13 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Pascarella Wealth Partners LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew C

Series 66

Saddle Brook, NJ

Mass Mutual Investors Services

Matthew Corrigan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 22 years of industry experience, including positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is the owner of a rental property. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph Y

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Joseph Yeboah is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held his current role since 1999 and previously worked at AXA Advisors, LLC. Yeboah is a co-founder and president of the Afra Yeboah Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Robert L

Series 66

East Hanover, NJ

Wells Fargo Advisors

Robert Lopinto is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an alternate commissioner on the Harding Township Historic Preservation Commission. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas C

Series 66

Randolph, NJ

Equitable Advisors

Thomas Colombaris is a financial advisor at Equitable Advisors with a Series 66 license and less than one year of industry experience. His prior roles include positions at RBC Wealth Management and various other organizations, alongside his academic tenure at the University of Delaware. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, combining advisory, brokerage, and insurance services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas F

Series 63, Series 66

Sparta, NJ

Edward Jones

Thomas Feely is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Steven D

Series 63, Series 65

Mountain Lakes, NJ

Wells Fargo Clearing

Steven Di Palma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Angela L

Series 63, Series 65

Lake Hiawatha, NJ

J.P. Morgan Securities

Angela Liu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Nicholas W

Series 66, Series 63

Oakland, NJ

Fidelity

Nicholas Wisnovsky is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nylife Securities LLC, New York Life Insurance Co, and National Securities Corporation. Outside of finance, he serves as a deckhand for Jordi Sportfishing, a fishing charter based in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and evaluation of share classes, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Alexander P

Series 66

Ramsey, NJ

J.P. Morgan Securities

Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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David A

Series 63

Sparta, NJ

Ameriprise

David Ames is a Series 63 licensed financial advisor with 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, including six years at the current Ameriprise entity in Sparta, NJ. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David V

Series 66

Saddle Brook, NJ

Ameriprise

David Van Schaik is a Series 66-licensed financial advisor with Ameriprise in Allendale, NJ, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce detailed Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Man L

Series 66

Mount Arlington, NJ

Cetera

Man Lee is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Nisivoccia LLP since 2020 and is a partner there, providing audit and consulting services for local governmental entities. Lee is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate acquired financial services and tax practices separately from the Nisivoccia LLP brand. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and consulting services through a multi-manager platform, providing access to affiliated and third-party money managers with a range of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William M

Series 66

Succasunna, NJ

STIFEL

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

General retirement planning Income planning
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Paul L

Series 63

Hawthorne, NJ

Ameriprise

Paul Leesman is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Leesman serves as Treasurer of the Boys and Girls Club of Hawthorne. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Leslie Ann F

Series 63, Series 66

Hamburg, NJ

Raymond James & Associates

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Wells Fargo and Axia Financial Advisors. Her career includes multiple roles within Raymond James entities since 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and institutional consulting, with notable expertise in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Marina M

Series 66

Upper Saddle River, NJ

Merrill

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer access to an extensive set of products and services beyond typical managed account programs.

Tax-loss harvesting Active portfolio management Passive / index investing
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Dominick S

Series 66

Mount Arlington, NJ

Cetera

Dominick Sarinelli is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has held positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Sarinelli is also a partner at Nisivoccia LLP, a firm specializing in tax and accounting services, where he has worked since 1989. Additionally, he serves as Treasurer of The 200 Club of Morris County, an organization supporting local first responders and their families. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program platforms and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Eileen M

Series 66, Series 63

Saddle Brook, NJ

Mass Mutual Investors Services

Eileen Madden is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Ameriprise and MKLM. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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