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

Stephen H

ChFC®, Series 63

Norfolk, VA

Advisory Alpha, LLC

Stephen Harlow is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at USA Financial Securities and his own firm, Harlow Financial Associates. Outside of advisory roles, he provides financial services and consulting through Ideas by Mike, LLC. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
user avatar
firm logo

Kevin B

Series 65

Perrysburg, OH

Advisory Alpha, LLC

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
user avatar
firm logo

Ryan O

Series 65

Naperville, IL

Advisory Alpha, LLC

Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
user avatar
firm logo

Peter S

CFP®, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
user avatar
firm logo

Steven M

CFP®, Series 63

Norfolk, VA

Advisory Alpha, LLC

Steven Milligan is a CFP® with 17 years of industry experience and is currently affiliated with Advisory Alpha, LLC. His career includes roles at multiple firms such as JB Wealth Advisors LLC and Blue Ridge Bank. Outside of advisory work, he is an adjunct lecturer at Old Dominion University teaching financial planning and is involved in business coaching, authorship, and speaking engagements through his own firm, Mike Milligan, LLC. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions like retirement plan services and 529/ HSA platforms. The firm also supports other registered investment advisors through subadvisory and co-advisory relationships and employs a diversified investment approach featuring managed portfolio series across various asset classes and strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner 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”)