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

Thomas S

Series 63

Hastings, MN

Ameriprise

Thomas Sundberg is a financial advisor with Ameriprise in Hastings, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Adam C

Series 63, Series 66

Hastings, MN

OSAIC

Adam Collins is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 17 years. Collins is also involved in fixed, life, and health insurance sales through Collins Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by various investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Bruce H

Series 63

South Saint Paul, MN

LPL Financial

Bruce Hill is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. Prior to joining LPL in 2026, he worked at OSAIC for two years and Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, Hill is involved in coaching high school hockey teams for South Washington County Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors utilizing model portfolios and customized strategies.

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

Kathryn S

Series 63, Series 66

Hastings, MN

Ameriprise

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Vincent S

Series 66

River Falls, WI

Edward Jones

Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew S

CFP®, Series 63, Series 65, Series 66

Woodbury, MN

OSAIC

Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Cecelia M

Series 66

Inver Grove Heights, MN

Ameriprise

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Matthew B

Series 66

Cottage Grove, MN

Thrivent Investment Management

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Business ownership considerations
user avatar
firm logo

Ryan B

Series 66

Woodbury, MN

Cambridge Investment Research Advisors

Ryan Belt is a Series 66-registered financial advisor with six years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at firms including Thrivent Investment Management, Cetera Investment Advisers, and Securian Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary and third-party model strategies, and maintains compliance and supervisory processes that support its scale and service delivery.

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

Connor H

CFP®, Series 66

Inver Grove Heights, MN

Edward Jones

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua G

CFP®, Series 63

Hastings, MN

Edward Jones

Joshua Grossman is a CFP® professional with 20 years of industry experience, all spent at Edward Jones since 2006. He holds a Series 63 license and is based in Hastings, MN. Outside of his advisory role, he is involved as an owner and partner in a real estate business, Jellen LLC, located in Rosemount, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Mark S

Series 63, Series 65

Woodbury, MN

Cetera

Mark Sunberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Cetera since 2013 and is the owner of Sunberg Capital Partners, Inc. Outside of his advisory work, Sunberg is a co-owner of Red's Savoy Pizza, a restaurant in St. Paul, MN, and serves as vice president and board member of Discern Capital Inc, a holding company for private investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

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

Josie R

Series 66

Hastings, MN

Ameriprise

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Autumn S

Series 66

Cottage Grove, MN

Thrivent Investment Management

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
user avatar
firm logo

Erik G

Series 63, Series 66

Woodbury, MN

Thrivent Investment Management

Erik Grinde is a financial advisor with Thrivent Investment Management in Woodbury, MN, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a range of topics, including retirement and estate planning, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

James B

Series 63, Series 66

Hastings, MN

OSAIC

James Biermaier Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, First Allied Advisory Services, and Wells Fargo Investments. Outside of his advisory role, he is involved as COO and owner of a local coffee and wine bar in Hastings, MN, which he operates with his wife, and serves as president of his community homeowners association. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Viridiana M

Series 66

Cottage Grove, MN

LPL Financial

Viridiana Mc Murray is an advisor with LPL Financial and holds a Series 66 credential. She has experience working at LPL Financial since 2021 and has also been associated with Schadel Financial Group and Intermark Management. Prior to her advisory roles, she worked with Learning Care Group and the Boys & Girls Clubs of Indian River County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment services and platforms.

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

Melanie W

Series 66

River Falls, WI

Edward Jones

Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Shayna B

Series 63, Series 65

Woodbury, MN

Primerica Advisors

Shayna Boyle is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of her advisory role, she is involved with Wings Homeschool, Instacart, Lifetime Fitness, and the YMCA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Samantha P

Series 63, Series 65

Woodbury, MN

LPL Financial

Samantha Pilacinski is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at True Vision MN LLC and QBE North America. 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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”)