Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brenton C
Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Samantha C
Series 66
New York, NY
Arete Wealth Advisors, LLC
Samantha Crank is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. She holds a Series 66 license and previously worked at Lord Abbett & Co. LLC for four years. Outside of her advisory role, she is a Senior Associate at Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations.
Karim A
Series 66
Chicago, IL
Arete Wealth Advisors, LLC
Karim Antoni is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackrock Investments, Inc., Merrill Lynch Investment Managers Venezuela, Lazard Asset Management, and Golub Capital, where he currently serves as a director. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.
Rebecca J
Series 63, Series 65
New York, NY
Arete Wealth Advisors, LLC
Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers as part of its offering.
Brent F
Series 66
Nashville, TN
Arete Wealth Advisors, LLC
Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.
David H
Series 63, Series 65
San Luis Obispo, CA
Arete Wealth Advisors, LLC
David Hock is a financial advisor with Arete Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Arete Wealth Advisors since 2008 and previously worked at Private Consulting Group, Inc. He is also a member of Green LLC, a private equity sponsor involved in public-private partnerships, and owns an insurance agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations while integrating affiliated financial businesses and product channels.
Joseph C
Series 63, Series 66
Jersey City, NJ
Arete Wealth Advisors, LLC
Joseph Cutler is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, where he worked for over a decade. Arete Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model portfolio strategies, uses third-party sub-advisers, and serves as an ERISA fiduciary when applicable.
Charles M
Series 63, Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.
Adam W
Series 63, Series 65
Brentwood, MO
Arete Wealth Advisors, LLC
Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.
Hamilton P
Series 63, Series 66
Birmingham, AL
Arete Wealth Advisors, LLC
Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.
Tsewang N
Series 63, Series 66
New York, NY
Arete Wealth Advisors, LLC
Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has held roles at National Securities Corporation and Arete Wealth Management LLC prior to his current position. Nyendak holds Series 63 and Series 66 licenses and is based in New York, NY. Outside of his advisory work, he is also licensed as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations for discretionary portfolio management and incorporates third-party sub-advisers and private investments while acting as an ERISA fiduciary when applicable.
Dale R
Series 63, Series 66
Melville, NY
Arete Wealth Advisors, LLC
Dale Rippo is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Arete Wealth Management in 2025, he worked at Fincadia and National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary, rule-based model allocations, and integrates affiliated financial businesses and product channels as part of its operations.
Timothy O
Series 65
New York, NY
Arete Wealth Advisors, LLC
Timothy O’Reilly is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 65 designation. He has experience in various roles across multiple firms since 2016, including positions at Mack Group, Farleng Engineering Limited, and one137th before joining Arete Wealth Advisors in 2026. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels as part of its comprehensive service approach.
David T
Series 66
Schaumburg, IL
Arete Wealth Advisors, LLC
David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.
Joseph M
Series 66
Ponte Vedra Beach, FL
Arete Wealth Advisors, LLC
Joseph Mc Kinley is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related firms since 2020. Outside of his advisory role, he serves as a director and lead sales agent for PV Insurances LLC, focusing on life insurance and annuity products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Timothy P
Series 66
Melville, NY
Arete Wealth Advisors, LLC
Timothy Pelan is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and no prior industry experience. His work background includes roles at Fincadia, Primerica, and American Beech, among others. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also using third-party sub-advisers and conducting regular account monitoring.
Richard B
Series 63
Valley Village, CA
Arete Wealth Advisors, LLC
Richard Brown is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining Arete Wealth Advisors and Arete Wealth Management in 2019. Outside of his advisory role, he teaches continuing education classes on fixed insurance for CPAs and attorneys. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.
Christopher K
Series 65
Chicago, IL
Arete Wealth Advisors, LLC
Christopher Kuipers is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2023. Outside of his advisory role, Kuipers is a math teacher and middle school football coach at Holland Christian Schools. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates services across affiliated financial businesses and product channels.
Michael D
Series 63, Series 66
Melville, NY
Arete Wealth Advisors, LLC
Michael Dandrea is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sovereign Global Advisors, LLC. Outside of advisory work, he is the owner and president of Camille Inc., a bill-paying business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.
David L
Series 63
Melville, NY
Arete Wealth Advisors, LLC
David Lynn is a financial advisor at Arete Wealth Advisors, LLC with 57 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and due diligence in its investment approach.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters