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

Austin V

ChFC®, Series 63

Sioux Falls, SD

Balefire, LLC

Austin Vanhove is a financial advisor at Balefire, LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license, and has previously worked at firms including MWA Financial Services Inc and Modern Woodmen of America. Outside of financial advising, he is a co-owner of Fitness First of Tea, a local fitness gym. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and financial planning, managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Brian S

CFP®, Series 63, Series 65

Bettendorf, IA

Balefire, LLC

Brian Smith is a CFP® professional with 26 years of industry experience. He currently serves as a wealth advisor and planning team coordinator at Balefire, LLC, and has previously worked at firms including Fuse Partners, LPL Financial, Purshe Kaplan Sterling Investments, Lion Street Financial, and Integrity Alliance. He is also involved in the sale of fixed insurance products. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee, offering discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Jacki K

Series 63, Series 65

St Louis Park, MN

Balefire, LLC

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Jacinta T

Series 63, Series 66

Dallas, TX

Balefire, LLC

Jacinta Thompson is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, and LPL Financial LLC. She also serves as Vice President of Retirement Solutions at Fuse Partners, LLC, where she consults clients on retirement plans. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm utilizes a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and licensed third-party research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

George H

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

George Hester is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles with Integrity Alliance, Lion Street Financial, and Csenge Advisory Group. Outside of advising, he serves on the state board of the Mississippi Fellowship of Christian Athletes and on the executive board of the Unite MS Foundation. Balefire, LLC is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary portfolio management and utilizes third-party models, CFA input, and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Christopher F

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

Christopher Fay is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at firms such as Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Navitas Wealth Advisors. He is an owner of Lion Street and AEG, both broker-dealer groups specializing in life insurance. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities by providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using model portfolios and licensed third-party research, offering customized client relationships with regular reviews and delegated discretionary authority.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Will K

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

Will Knight is an investment advisor at Balefire, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Financial Services. In addition to his advisory work, Knight is the owner of Taylor, Powell, Wilson & Harford P.A., a tax and accounting firm. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Ian G

Series 65, Series 63

Tampa, FL

Balefire, LLC

Ian Giovinco is a financial advisor at Balefire, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has an extensive background spanning over 20 years with firms including Omni Resource Group, Omni Financial Services, and Securian Financial Services. In addition to his advisory role, he owns and operates an estate planning law practice and teaches continuing education courses. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary asset management and financial planning services across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Erika W

CFP®, Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

John H

Series 63, Series 66

Dallas, TX

Balefire, LLC

John Hoffman is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at VisionPoint Advisory Group, LPL Financial, and nearly two decades at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, he is involved with Fuse Partners, LLC, an independent investment advisory firm. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research to customize portfolios according to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Daniel S

Series 65

St. Louis Park, MN

Balefire, LLC

Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Scott M

Series 63, Series 65

Watertown, SD

Balefire, LLC

Scott Munger is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with VisionPoint Advisory Group, LPL Financial, and operates The Scott Munger Agency, Inc., which he founded. Outside of advising, he is involved in developing and managing real estate through entities such as Midwest Business Condos LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary portfolio management and integrates third-party models and sub-advisors to tailor solutions to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Donald P

Series 63, Series 65

Dallas, TX

Balefire, LLC

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Travis B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Travis Busch is a financial advisor at Balefire, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial, Mutual of Omaha, and Ameriprise Financial Services. Outside of his advisory role, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is a multi-team SEC-registered investment adviser that serves individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee and offers discretionary portfolio management, financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

Dustin Haraway is a CFP® professional with eight years of industry experience, currently affiliated with Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial advising, he operated the Haraway Lawn Care Company for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy supported by an Investment Committee and offers discretionary portfolio management along with comprehensive financial planning.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

James M

CFP®, Series 63

Dallas, TX

Balefire, LLC

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Dalton R

Series 66

Rigby, ID

Balefire, LLC

Dalton Richards is a financial advisor at Balefire, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Outside of his advisory role, he serves as an agent for fixed/traditional insurance products with Lion Street Insurance. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that utilizes model portfolios, third-party research, and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Christopher T

CFP®, ChFC®, Series 63

Ridgeland, MS

Balefire, LLC

Christopher Tipton is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Balefire, LLC and has previously worked with firms including Kestra Advisory Services and Navitas Wealth Advisors. Outside of his advisory work, he is involved in piloting and serves on the finance committee of Pinelake Church. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee and manages approximately $2 billion in assets across a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Amber F

Series 65

Sioux Falls, SD

Balefire, LLC

Amber Fluit is a financial advisor at Balefire, LLC with one year of industry experience. She holds a Series 65 designation and previously worked in various roles across different industries, including Southern Glazers Wine & Spirits and Fairway Mortgage. Outside of her advisory work, she owns a part-time wine consulting business. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Stephen K

Series 65, Series 63

Ridgeland, MS

Balefire, LLC

Stephen Kinsley is an advisor at Balefire, LLC with 6 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Integrity Alliance, Csenge Advisory Group, and Lion Street Financial. Outside of advising, he is a pastor at The Way Church and facilitates a men's personal accountability mastermind group called View From The Top Mastermind. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm offers discretionary asset management and comprehensive financial planning using a core-and-tactical investment approach with oversight from an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Mark O

Series 63, Series 65

Dallas, TX

Balefire, LLC

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Lindsey G

Series 66

Ridgeland, MS

Balefire, LLC

Lindsey Gresham is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked with firms including Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Investment Services. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach using third-party models, CFA input, and a range of investment vehicles to provide discretionary portfolio management and financial planning services across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Thomas H

Series 65

St Louis Park, MN

Balefire, LLC

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Brad N

Series 63, Series 65

Sioux Falls, SD

Balefire, LLC

Brad Neugebauer is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investment, Visionpoint Advisory Group, LPL Financial LLC, and Principal Securities, Inc. Neugebauer is also a partner and investment advisor representative at Fuse Partners LLC, doing business as VisionPoint Advisory Group. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process centered on an Investment Committee that develops model portfolios through a core-plus-tactical approach and licensed third-party research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Jordan M

CFP®, Series 63, Series 66

Ridgeland, MS

Balefire, LLC

Jordan Maruszak is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Balefire, LLC and has held prior roles at firms including Csenge Advisory Group, Lion Street Financial, and Hancock Whitney. Outside of his advisory work, he is the owner and Creative Director of Blue Magnolia Media, LLC, a digital creative and music studio. Balefire, LLC is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, managing approximately $2 billion in assets through a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Daniel B

Series 66

Aurora, CO

Balefire, LLC

Daniel Berve is a financial advisor with Balefire, LLC and holds a Series 66 credential. He has six years of industry experience, having previously worked at Principal Securities Inc, Purshe Kaplan Sterling Investments, and Lion Street Financial among others. Outside of his advisory work, Berve serves as the head swim coach for high school teams in the Aurora and Cherry Creek school districts. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach utilizing multiple asset types and third-party models, providing discretionary portfolio management and corporate ERISA solutions across a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Jason H

Series 63, Series 66

Ridgeland, MS

Balefire, LLC

Jason Hester is a financial advisor with Balefire, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Csenge Advisory Group, FSC Securities Corp, and Navitas Wealth Advisors. Outside of advisory work, he owns and operates farming and tree farming businesses. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using an Investment Committee and a core-plus-tactical philosophy to customize client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Sarah S

Series 63, Series 66

Scottsdale, AZ

Balefire, LLC

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Kenia J

Series 66

Dallas, TX

Balefire, LLC

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Richard B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Michael B

Series 65

Dallas, TX

Balefire, LLC

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

David S

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Ryan S

CFA®, Series 65

Ridgeland, MS

Balefire, LLC

Ryan Smeltzer is a CFA® charterholder and Series 65 licensee with one year of industry experience. He is currently an advisor at Balefire, LLC, having previously worked at Highland Consulting Associates and LRJ Consulting. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning through a core-and-tactical investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Brandon H

Series 65

Watertown, SD

Balefire, LLC

Brandon Hooth is a financial advisor with Balefire, LLC and holds a Series 65 designation. He has one year of experience in the financial industry, having previously worked for eleven years with the Watertown School District. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Blair E

CFP®, Series 65, Series 63

Alpharetta, GA

Balefire, LLC

Blair Enfield is a financial advisor with Balefire, LLC, holding the CFP® designation and Series 65 and Series 63 licenses, with 18 years of industry experience. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, Pfs Investments Inc, Primerica Financial Services, and involvement with Made Media Network, LLC and Made Holdings, LLC. He is also a licensed insurance agent in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with ongoing discretionary portfolio management, leveraging a multi-advisor platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

William K

CFP®, ChFC®, Series 63

Ridgeland, MS

Balefire, LLC

William Kientz III is a financial advisor with Balefire, LLC, holding the CFP®, ChFC®, and Series 63 designations and bringing 50 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Csenge Advisory Group, Kestra Financial Services, New York Life Insurance Company, and Kientz, Martin Hill & Breazeale LLC. Outside of advising, he owns and manages family farmland leased to the Arkansas Department of Corrections. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive planning, managing approximately $2 billion in regulatory assets across a platform of 35 advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Scott B

Series 63

St Louis Park, MN

Balefire, LLC

Scott Bradbury is a financial advisor with Balefire, LLC, holding a Series 63 designation and 17 years of industry experience. His prior work includes roles at Integrity Alliance, Lion Street Financial, PKS Investments, VisionPoint Group LLC dba Fuse Partners, Princor Financial Services Corp, and Principal Life Insurance Co. Outside of his advisory role, Bradbury is a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, providing financial advice and education to private clients. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach supported by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer 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”)