Overwhelmed by options?
Answer a few questions to see advisors matched to you.
5 advisors near
14590
within the area shown on the map
Out of 400,000+ nationwide
Michael D
Series 66, Series 65
Wolcott, NY
Leigh Baldwin & CO., LLC
Michael Douglass is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 65 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at FSP Advisors, Inc., Davie Kaplan, CPA, P.C., and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he is the owner of a CPA firm. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a blended investment approach using fundamental and technical analysis, managing accounts primarily on a discretionary basis with options for third-party managers and model portfolios.
Brandon B
Series 65, Series 63
Sodus, NY
Belpointe Asset Management LLC
Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.
Aaron H
Series 65
Oswego, NY
Commonwealth Financial Network
Aaron Hausman is a Series 65 credentialed advisor affiliated with Commonwealth Financial Network. He has one year of experience in financial advisory roles, currently serving at both Stout Asset Management, LLC and Commonwealth Financial Network since 2026. His prior work includes positions at Prime Therapeutics, Ragnar Events, Magellan Health, Apex Semiconductors, Raytheon, and The Running Shop AZ. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options.
Christian S
Series 66
Oswego, NY
Commonwealth Financial Network
Christian Stout is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has worked at Commonwealth Financial Network since 2015 and is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operations, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, including PPS Custom and Personalized Indexing options.
Ryan B
Series 66
Wolcott, NY
LPL Financial
Ryan Brophy is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes roles at LPL Financial, The Lyons National Bank, Citizens Bank, Oldham-Gryska Agency, Northwestern Mutual, and Alfred State College. Brophy is also involved with The Lyons National Bank in a financial institution capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management options.
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...
5 advisors near
14590
within the area shown on the map
Out of 400,000+ nationwide