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

Kenneth H

Series 65

Chicago, IL

Advisory Services Network

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Waylon W

Series 65

Weatherford, TX

Advisory Services Network

Waylon Widler is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2022. He has three years of industry experience, including prior roles at Springer Financial Services and a position with the United States Congress Office of Kay Granger. Widler is also an owner and managing member of a service company involved in minority ownership of a local carwash in Weatherford, TX. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Tony G

Series 63, Series 65

Merritt Island, FL

Advisory Services Network

Tony Graybeal is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Outside of advisory work, he consults for a space company on local demographics, environmental concerns, and real estate expansion. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

John M

CFP®, Series 63, Series 65

Moorestown, NJ

Advisory Services Network

John Miller Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2016. He is also a member of Apex Tax Advisors, LLC, where he prepares tax returns during the tax season, and has worked as an independent insurance agent since 2011. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Seth F

Series 63, Series 65

Honolulu, HI

Advisory Services Network

Seth Flure is a financial advisor with Advisory Services Network in Honolulu, HI, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Arch Transportation and Empower Financial Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients' objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Scott T

Series 63, Series 65

Santa Barbara, CA

Advisory Services Network

Scott Teter is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calton & Associates, Channel Wealth, Sagepoint Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he is also an independent insurance agent. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Kenneth C

Series 63, Series 66

Lansdale, PA

Advisory Services Network

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Todd P

PFS™

Hyannis, MA

Advisory Services Network

Todd Pfleger is a financial advisor with Advisory Services Network, holding the PFS™ designation and 26 years of industry experience. He has been with Advisory Services Network since 2021 and previously operated Todd Pfleger Financial Services for 21 years. Outside of advising, he provides tax preparation services on a limited basis. Advisory Services Network offers investment advisory and planning services to individuals, families, and institutions through a network of independent advisors. The firm employs a variety of investment strategies tailored to client objectives and manages over $10 billion in discretionary assets across its platform.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Brent T

ChFC®, Series 63, Series 66

Hickory, NC

Advisory Services Network

Brent Townsend is a financial advisor with Advisory Services Network, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with Kovack Securities Inc. since 2014 and Advisory Services Network since 2012. Townsend participates in the Dave Ramsey SmartVestor program, providing referral services for investors who complete the program. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Donald L

Series 63, Series 65

Gleneden Beach, OR

Advisory Services Network

Donald Leek is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and 17 years of industry experience. He worked at Vision Capital Management, Inc. for nine years prior to joining Advisory Services Network in 2017. Outside of his advisory role, he is also a real estate broker with Great Western Real Estate. Advisory Services Network operates a large platform of independent investment adviser representatives, providing investment advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services using various securities and third-party managers, with flexible engagement models tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Austin F

Series 65

Tampa, FL

Advisory Services Network

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Amy D

Series 65

Farmington, MI

Advisory Services Network

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Charles K

Series 63, Series 66

Milwaukee, WI

Advisory Services Network

Charles Koehn is a financial advisor with Advisory Services Network in Milwaukee, WI, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Sigma Financial Corporation, and RCM Alternatives, where he currently serves as executive director. Koehn is also the owner and managing member of Water Street Wealth Management LLC, a service company supporting financial practice expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a variety of investment vehicles, managing about $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

David C

CFP®, Series 63, Series 65

Atlanta, GA

Advisory Services Network

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Keith D

CFA®

Covington, LA

Advisory Services Network

Keith Duet is a CFA® charterholder with 19 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his financial advisory role, Mr. Duet is an attorney providing legal services, primarily tax consulting and incidental accounting, through his own law firm. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Henry A

Series 66

San Marcos, TX

Advisory Services Network

Henry Arellano is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including 12 years at Edward Jones before joining Advisory Services Network in 2023. Outside of his advisory work, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and he owns an auto repair shop where he is involved in financial oversight. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored strategies across various investment types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Jerry F

CFP®, Series 63, Series 65

Draper, UT

Advisory Services Network

Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Jeremy V

CFP®

Lexington, KY

Advisory Services Network

Jeremy Vaughn is a CFP® affiliated with Advisory Services Network, based in Lexington, KY, with 11 years of industry experience. His prior roles include positions at Wealth Management Advisors and Kring Ray Farley Riddle, PSC. In addition to his advisory work, Vaughn operates Vaughn Hall, PLLC, a CPA and accounting firm. Advisory Services Network provides comprehensive investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning solutions tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Michael M

Series 63, Series 65

Glenview, IL

Advisory Services Network

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Maxwell T

CFP®, Series 66

Birmingham, AL

Advisory Services Network

Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy 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 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”)