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 H

Series 65, Series 63

Jacksonville, FL

Eversource Wealth Advisors, LLC

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform to meet clients’ varied needs.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Ryan N

Series 63, Series 65

New York, NY

Eversource Wealth Advisors, LLC

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eversource in 2024, he worked at Equitable Advisors and operated Nelson Financial Services. Since 2023, he has also been an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, investment advisory, and consulting services. The firm employs multiple investment programs and conducts operational and investment due diligence, including on private market funds, and manages private pooled investments alongside advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Luke M

Series 65

McKinney, TX

Eversource Wealth Advisors, LLC

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Jack M

Series 66

Birmingham, AL

Eversource Wealth Advisors, LLC

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

James V

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

David C

Series 65

Birmingham, AL

Eversource Wealth Advisors, LLC

David Curran is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining EverSource in 2023, he worked at Somerset Advisory from 2020 to 2023. Outside of his advisory work, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, and uses multiple investment programs and an investor profiling process to tailor advice.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Deborah S

Series 66

Green Valley, AZ

Eversource Wealth Advisors, LLC

Deborah Stouffer is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and W. F. Stevens Financial Advisors. She also serves as an office manager for W. F. Stevens Financial Advisors. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and offers multiple investment programs including private markets and values-based strategies.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Timothy M

Series 65

Highlands Ranch, CO

Eversource Wealth Advisors, LLC

Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Brightlight Group and Christian Super. Outside of his advisory role, he serves on the boards of several tax-exempt organizations, including Criterion Institute and Global Trust Partners, where he acts as treasurer. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs, as well as turnkey asset management and sub-advisory solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Chase B

Series 65

Birmingham, AL

Eversource Wealth Advisors, LLC

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Chase also has experience outside finance, including roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and manages private pooled investments, supporting a national network of advisor representatives.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Eric R

CFP®, Series 63, Series 65

Eustis, FL

Eversource Wealth Advisors, LLC

Eric Reinhold is a CFP® professional with 28 years of industry experience. He currently works at Eversource Wealth Advisors, LLC and previously spent 10 years at Ameriprise Financial Services, Inc. Reinhold serves on the Board of Directors for Character 4 Kids, Inc. and is also an author of fiction and non-fiction books. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based planning approach.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Robert C

Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Daniel F

CFP®, Series 65, Series 63

Burlington, MA

Eversource Wealth Advisors, LLC

Daniel Flanagan is a CFP® professional with 24 years of experience in the financial industry. He is currently with EverSource Wealth Advisors, LLC, where he has worked since 2025. Prior to joining EverSource, he was with Canby Financial Advisors and Commonwealth Financial Network for ten years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management and sub-advisory services through multiple investment programs and a private markets platform.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

William S

Series 65

Little Rock, AR

Eversource Wealth Advisors, LLC

William Somers is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment platforms and conducts due diligence on private market opportunities.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Erin E

Series 66

Clearwater, FL

Eversource Wealth Advisors, LLC

Erin Emnett is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc., Rogan & Associates, Inc., Bank of America, N.A., and Merrill. Erin also serves as a financial planner with Rogan & Associates, an RIA. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, utilizing multiple investment programs and offering both advisory and private markets solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Anthony D

Series 63, Series 65

Surprise, AZ

Eversource Wealth Advisors, LLC

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

James M

CFP®, Series 66

Birmingham, AL

Eversource Wealth Advisors, LLC

James Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2021, he worked at Bank of America and Merrill. EverSource Wealth Advisors serves individual and institutional clients with a range of wealth management, financial planning, and investment advisory services. The firm operates through a national network of advisors and offers multiple investment programs, including private markets and values-based strategies.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Myron A

Series 63, Series 65

San Jose, CA

Eversource Wealth Advisors, LLC

Myron Ashby is a financial advisor with Eversource Wealth Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Highway Financial Networks for 15 years and has been involved with Community Christian since 2018. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services through multiple investment programs and emphasizes investor profiling, operational due diligence, and values-based strategies.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Shawn W

Series 63, Series 65

Ada, MI

Eversource Wealth Advisors, LLC

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other RIAs, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and operates a private markets platform, delivering advice through a national network of investment advisor representatives.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Sergey M

Series 65

Otsego, MN

Eversource Wealth Advisors, LLC

Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar
firm logo

Tucker B

Series 66

Birmingham, AL

Eversource Wealth Advisors, LLC

Tucker Bryan is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Stephens Inc., and Invista Advisors. His background includes a decade in education prior to entering the financial services field. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and a values-based approach that includes Life Impact® Stewardship Planning and a private markets platform.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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”)