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

Taylor A

Series 63, Series 65

San Jose, CA

Arena Advisors LLC

Taylor Ames is a financial advisor at Arena Advisors LLC in San Jose, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor Inc. prior to founding Arena Advisors. Outside of finance, Taylor is a fitness instructor at F45 Training, a group fitness organization. Arena Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and business entities, offering both discretionary and non-discretionary advisory services. The firm’s investment approach emphasizes ETFs and integrates fundamental analysis, modern portfolio theory, and technical analysis, including long-term trading and options strategies.

Options & derivatives strategies Passive / index investing Cash flow / budgeting
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”)