Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Reagan B
Series 65
Waxhaw, NC
Ascendant Capital Research, Ltd.
Reagan Brittain is a Series 65 licensed advisor at Ascendant Capital Research, Ltd. with three years of industry experience. Prior to joining Ascendant Capital Research in 2021, he worked at Georgia-Pacific, LLC and Rheem Manufacturing Company. Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients focused on wealth building and retirement planning. The firm employs a total-portfolio, layered asset-allocation approach combining fundamental, economic, and quantitative analysis with proprietary valuation and portfolio construction techniques.
Thomas C
CFA®
Waxhaw, NC
Ascendant Capital Research, Ltd.
Thomas Crawford is a CFA® charterholder associated with Ascendant Capital Research, Ltd., with 9 years of industry experience. He has a professional background that includes 12 years at Wingate University and over two decades with Ascendant Capital Research. Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients focused on wealth building and retirement planning. The firm employs a total-portfolio and layered asset-allocation approach using fundamental, economic, and quantitative analysis alongside proprietary valuation and portfolio construction techniques.
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