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

Joseph H

Series 63, Series 66

Boca Raton, FL

Financial Trust Asset Management Chartered

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Active portfolio management Factor investing / smart beta Passive / index investing Founder/Business Owner Executive
user avatar
firm logo

John S

CFA®, Series 65

Boca Raton, FL

Financial Trust Asset Management Chartered

John Sessa is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He is currently with Financial Trust Asset Management Chartered in Boca Raton, FL, where he has worked since 2022. His prior roles include positions at Marcus & Millichap and CoinCentral.com. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm provides discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis implemented through proprietary models and indexes.

Active portfolio management Factor investing / smart beta Passive / index investing Founder/Business Owner Executive
user avatar
firm logo

Anthony H

CFP®, Series 65

Boca Raton, FL

Financial Trust Asset Management Chartered

Anthony Hueston IV is a CFP® and Series 65 registered advisor with four years of industry experience. He is currently associated with Financial Trust Asset Management Chartered and also serves as a tax manager at Hueston & Company CPA, LLC. His work history includes roles in investment research, insurance services, and accounting firms. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis with proprietary models and tactical overlays.

Active portfolio management Factor investing / smart beta Passive / index investing Founder/Business Owner Executive
user avatar
firm logo

Arno M

CFP®, CFA®, Series 63

Boca Raton, FL

Financial Trust Asset Management Chartered

Arno Mayer is a CFP® and CFA® with 39 years of industry experience. He is currently with Financial Trust Asset Management Chartered in Delray Beach, FL, where he has worked since 1995, including a recent role at FT Insurance Services, LLC. Mayer is also CEO and majority shareholder of Financial Trust Research Partners, LLC, a firm focused on investment research. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm employs a multidisciplinary investment process that integrates quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities for tax and insurance services.

Active portfolio management Factor investing / smart beta Passive / index investing 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”)