user avatar

Matthew Hines

Advisor at Cetera — Gillette, WY

Updated today

Credentials

Series 66

Experience

3 years

Location

Gillette, WY

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Matthew Hines is a financial advisor with Cetera in Gillette, WY, holding a Series 66 designation and three years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services Inc., and also provides accounting and consulting services at A.B.C. CPA, PC. Outside of his advisory role, he serves as an authorized signer for Living Rock Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, utilizing multiple program structures and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

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

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Gillette, WY

Gillette WY

Advisors at this office

1

Most active in

Wyoming

Work history

3 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Gillette, WY

Cetera

2025 - Present • 1 year

Schaumburg, IL

Avantax Advisory Services

2024 - 2025 • 1 year

Gillette, WY

Avantax Investment Services Inc.

2022 - 2025 • 3 years

Gillette, WY

Avantax Planning Partners, Inc.

2022 - 2024 • 2 years

Gillette, WY

A.B.C. CPA, PC

2022 - Present • 4 years

Gillette, WY

YMCA of the Rockies Snow Mountain Ranch

2019 - 2019 • 1 year

Granby, CO

University of Wyoming

2018 - 2022 • 4 years

Laramie, WY

Collins Communications

2018 - 2020 • 2 years

Gillette, WY

Campbell County Recreation Center

2015 - 2018 • 3 years

Gillette, WY

Thunder Basin High School

2014 - 2018 • 4 years

Gillette, WY

Disclosures

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

Business activities & affiliations

user avatar

Lori H

Series 63, Series 65

Gillette, WY

D.A. Davidson & Co.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 registrations. Outside of her advisory work, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Tyler B

Series 66

Gillette, WY

D.A. Davidson & Co.

Tyler Brueckner is a financial advisor with D.A. Davidson & Co. in Gillette, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has been with D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals

Whitney J

Series 66

Gillette, WY

Lincoln Investment

Whitney Jelinek is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2026, Whitney spent nine years at Edward Jones. Outside of advisory work, Whitney engages in crocheting through a small personal business called Whitney Stitches. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs dynamic strategies.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Mid-Career Professionals Retired
user avatar

Angela C

Series 63, Series 66

Gillette, WY

Empower Advisory Group

Angela Claggett is a financial advisor with Empower Advisory Group in Gillette, Wyoming, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Madison R

Series 65, Series 63

Gillette, WY

Eagle Strategies (NY Life)

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) in Gillette, Wyoming, holding Series 65 and Series 63 licenses with five years of industry experience. She operates Summit Ridge Financial Group LLC, which brokers non-registered insurance products and sells New York Life offerings. Additionally, she manages a local networking group called Momtrepreneurs of Wyoming. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Terra N

Series 63, Series 65

Gillette, WY

Cetera Planning Partners

Terra Norton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Cetera Planning Partners, she worked at Avantax Insurance Services and ProEquities, Inc. Norton is also a partner and accountant at Above The Line Certified Public Accountants and serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services within a diversified investment approach tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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”)