Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brendan F

Series 63, Series 65

Fort Worth, TX

9I Capital Group LLC

Brendan Fenno is a financial advisor with 13 years of industry experience, currently with 9I Capital Group LLC. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities LLC, Guardian/Capital Financial Partners, and Rethink Wealth. Outside of his advisory work, Fenno is an active musician and serves on the Board of Big Brothers Big Sisters of Tarrant County. 9I Capital Group LLC provides advisory services to individuals, businesses, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a disciplined investment process incorporating modern portfolio theory and various analytical methods, and it offers a subscription-based program with market commentary and non-discretionary review meetings.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Lindsey L

Series 65

Fort Worth, TX

9I Capital Group LLC

Lindsey Lee is a Series 65-credentialed financial advisor with three years of industry experience, currently serving at 9I Capital Group LLC. Prior to joining 9I Capital Group, Lindsey held roles at IP Financial Advisory Services LLC and Elevate Planning. Outside of financial advising, Lindsey is the owner and creative director of Lindsey L33, LLC, a boutique creative content house, and also works as a freelance consultant and creative director for THNK1994. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis, along with discretionary and non-discretionary management options.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Kevin T

CFP®, Series 63, Series 66

Fort Worth, TX

9I Capital Group LLC

Kevin Thompson is a CFP® with 14 years of industry experience, currently serving as an advisor at 9I Capital Group LLC. He previously worked at Park Avenue Securities for 10 years and is the founder and CEO of 9Innings Capital Group LLC. In addition to his advisory work, he is also an author and serves as an officer for a nonprofit organization focused on school readiness. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment process that combines modern portfolio theory with fundamental, quantitative, and technical analysis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies 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 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")