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

John S

Series 66

Henrico, VA

CEF Advisors

John Scott is a financial advisor at CEF Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with CEF Advisors since 2001. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on listed closed-end funds and business development companies. The firm uses a blend of fundamental research and technical analysis to select funds, emphasizing discounts to net asset value and dividend coverage, and operates a paid data and research service alongside limited consulting tied to closed-end fund strategy.

Private / alternative investments Tax-loss harvesting Wealth management Retirement income strategy ESG / Sustainable investing Founder/Business Owner
user avatar
firm logo

Daniel S

CFA®, Series 63

Richmond, VA

CEF Advisors

Daniel Silver is a CFA® charterholder with five years of experience in the financial industry. He has worked at Closed-End Fund Advisors, Inc. since 2020 and previously spent six years at Zoso Capital, LLC. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on portfolios primarily composed of listed closed-end funds and business development companies. The firm’s investment process combines fundamental research and technical analysis, emphasizing funds trading at discounts to net asset value and utilizing proprietary data to guide trading and rebalancing decisions.

Private / alternative investments Tax-loss harvesting Wealth management Retirement income strategy ESG / Sustainable investing Founder/Business Owner
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”)