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

Ronald S

CFP®, Series 65

Boulder, CO

Capstone Wealth Management Group, Inc.

Ronald Stoner is a CFP® with 20 years of industry experience, currently serving at Capstone Wealth Management Group, Inc. in Boulder, CO. He has been with the Capstone organization since 2006, working through its earlier LLC structure and now the current corporation as part of a five-advisor team. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm offers customized, diversified portfolios supported by fundamental and technical analysis alongside accounting services and written financial plans.

General retirement planning General tax planning Wealth management
user avatar
firm logo

Devon G

Series 65

Bend, OR

Capstone Wealth Management Group, Inc.

Devon Gaines is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with 17 years of industry experience. He holds the Series 65 designation and has been associated with Capstone entities since 2009. Outside of his advisory role, he operates as a CPA under Devon A. Gaines CPA. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm combines accounting services with portfolio management and offers customized, diversified portfolios guided by fundamental and technical analysis, with regular account reviews and rebalancing.

General retirement planning General tax planning Wealth management
user avatar
firm logo

Loren G

CFP®, Series 63, Series 66

Bend, OR

Capstone Wealth Management Group, Inc.

Loren Gard is a CFP® with 24 years of industry experience currently serving at Capstone Wealth Management Group, Inc. He has been with Capstone Wealth Management Group, LLC since 2006 and continues his advisory role with the affiliated team firm. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized, diversified portfolios and combines accounting services with investment advice, delivering financial planning on both hourly and fixed-fee bases.

General retirement planning General tax planning Wealth management
user avatar
firm logo

Tiffany F

Series 63, Series 65

Bend, OR

Capstone Wealth Management Group, Inc.

Tiffany Forste is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of advising, she is involved in property management as the owner of a rental condominium. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized portfolios using a range of securities and combines accounting services with investment advice, delivering financial plans on both hourly and fixed-fee bases.

General retirement planning General tax planning Wealth management
user avatar
firm logo

James C

CFP®, Series 66

Bend, OR

Capstone Wealth Management Group, Inc.

James Conrads is a CFP® with 22 years of industry experience, currently serving as an advisor at Capstone Wealth Management Group, LLC. He has worked with Capstone since 2003 and also has experience at Pacific West Securities, Inc. Conrads holds the Series 66 designation. Capstone Wealth Management Group is an SEC-registered advisory that provides individualized portfolio management and comprehensive financial planning to individuals, retirement accounts, and businesses. The firm manages approximately $233 million in assets, offering customized investment strategies that incorporate fundamental and technical analysis across various asset classes, with regular account reviews and rebalancing.

General retirement planning General tax planning Wealth management
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”)