Michael Blasl

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Chatham, NY 12037-1439

Credentials

Series 66

Industry experience

< 1 year

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2025 - Present (1 year)

Marrello Restaurants and Catering

2014 - 2025 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jacob G

Series 63, Series 66

East Nassau, NY

Fidelity

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

General retirement planning Wealth management

Orlando D

Series 66

Albany, NY

Fidelity

Orlando DiBacco is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at providing confidence in their financial futures. His professional journey at Fidelity Investments began as an Intern in 2023, followed by positions as a Financial Services Representative and Financial Representative before advancing to his current role. Throughout his tenure at Fidelity Investments, Orlando has accumulated experience in various facets of financial services, contributing to his expertise in investment consulting. His progression within the company reflects a focus on client-centered financial planning. Outside of his professional responsibilities, Orlando has interests in beach activities, concerts, football, golf, and tennis.

Wealth management Financial Professional
user avatar

David L

CFP®, Series 63, Series 65

Glen Allen, VA

Advisor Financial Services, Inc.

user avatar

Kathleen G

Series 63, Series 65

Glenmont, NY

Godfrey Financial Associates, Inc.

user avatar

Ruth M

Series 63, Series 65, Series 66

Glenmont, NY

Godfrey Financial Associates, Inc.

user avatar

Kathleen P

Series 63

Stuyvesant, NY

SAGE 360 Advisors LLC

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")