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

Brett W

Series 63, Series 65

West Bend, WI

First Heartland Consultants, Inc.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Anthony S

Series 66

Valparaiso, IN

First Heartland Consultants, Inc.

Anthony Sikorski is a financial advisor with First Heartland Consultants, Inc. in Valparaiso, Indiana, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with First Heartland Capital Inc. and operated Sikorski Wealth Management since 2012. Sikorski is also affiliated with Purdue University since 2008. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, utilizing a mix of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation. The firm supports its advisors with various program offerings, including wrap and non-wrap asset management, third-party management, and model-based self-directed brokerage accounts.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Victor S

Series 66

Valparaiso, IN

First Heartland Consultants, Inc.

Victor Sikorski is a financial advisor at First Heartland Consultants, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Sikorski Wealth Management, Blink Enterprises LLC, Unifirst Corp, White Lodging Brush Creek Ranch, and the West Lafayette Police Department. He is the sole member of Street Sense LLC, an entity established for business tax purposes. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, utilizing a range of analytical approaches and custodial partnerships.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Zeonia C

Series 63, Series 65

Lake St. Louis, MO

First Heartland Consultants, Inc.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Carson S

Series 63, Series 65

Elizabeth City, NC

First Heartland Consultants, Inc.

Carson Stallings is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. His career includes roles at Woodbury Financial Services and A & A Insurance and Investments, where he is currently involved. He is also a shareholder in When Animals Attack, LLC, a YouTube content creation company. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation. The firm supports its advisors with multiple program options and custodial platforms tailored to client needs.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Nicholas H

Series 63, Series 65

Cottleville, MO

First Heartland Consultants, Inc.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Toni S

Series 63, Series 65

Parkersburg, WV

First Heartland Consultants, Inc.

Toni Sams is a financial advisor with First Heartland Consultants, Inc. in Parkersburg, WV, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with First Heartland Capital, Inc. since 2009. Sams is also the owner of TMW Financials, LLC, a business involved in marketing insurance and financial services. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Mark Z

ChFC®, Series 63

Albuquerque, NM

First Heartland Consultants, Inc.

Mark Zapatka is a ChFC®-designated financial advisor with 29 years of industry experience. He has been with First Heartland Consultants, Inc. since 2001. Outside of his advisory role, he serves as managing partner and president of Axcess Financial Inc., which offers insurance and financial services including employee benefits. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Sarah M

Series 66

Lake St Louis, MO

First Heartland Consultants, Inc.

Sarah Molitor is a financial advisor at First Heartland Consultants, Inc. in Lake St Louis, MO, holding a Series 66 designation with three years of industry experience. She has been associated with First Heartland Capital Inc. since 2013. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Benjamin H

Series 66

Chambersburg, PA

First Heartland Consultants, Inc.

Benjamin Hubler is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining First Heartland Consultants in 2021, he worked at The Loft and has been associated with Erickson Financial since 2020. First Heartland Consultants serves a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both non-wrap and wrap asset management through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Denny P

CFP®, Series 63, Series 65

Greenville, NC

First Heartland Consultants, Inc.

Denny Purser is a CFP® with 32 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. He has been with Financial Network Investment Corporation since 1993. In addition to his advisory role, Purser owns Purser Financial Solutions, which involves life, long-term care, and disability insurance sales. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, and asset management solutions delivered through a network of independent advisers.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Terrance M

Series 63, Series 65

Little Rock, AR

First Heartland Consultants, Inc.

Terrance Masching is a financial advisor with First Heartland Consultants, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with First Heartland Capital, Inc. since 2010. Outside of his advisory role, he is involved with Masching Financial Group, LLC, which focuses on the sales and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Jay H

Series 63, Series 66

Ann Arbor, MI

First Heartland Consultants, Inc.

Jay Hokanson is a financial advisor with First Heartland Consultants, Inc. in Newaygo, Michigan, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he is involved in the sale and distribution of fixed life and annuity products through Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Joshua S

Series 63, Series 65

Clive, IA

First Heartland Consultants, Inc.

Joshua Sievers is a financial advisor with First Heartland Consultants, Inc. in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining First Heartland Consultants, he worked at Farm Bureau and Equitrust Marketing, both from 2010 to 2026. Outside of advisory work, Sievers has been active as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and participants in employer-sponsored retirement plans. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

David E

CFP®, Series 63, Series 66

Chambersburg, PA

First Heartland Consultants, Inc.

David Erickson is a CFP® professional with 33 years of industry experience, currently serving at First Heartland Consultants, Inc. in Chambersburg, PA. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, Erickson is a privately contracted musician who plays piano and organ and also assists select clients with tax return preparation. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Troy T

CFP®, Series 63, Series 65

Boone, IA

First Heartland Consultants, Inc.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Margaret L

Series 66

Carmel, IN

First Heartland Consultants, Inc.

Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Aaron M

Series 66

Denver, CO

First Heartland Consultants, Inc.

Aaron Minor is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc since 2016. Outside of his advisory role, he is a partner in Native Heart, LLC, a fair trade business importing Bolivian crafts, and is involved with the Society For Financial Awareness, a nonprofit focused on financial education. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Cory D

Series 63, Series 66

Kalamazoo, MI

First Heartland Consultants, Inc.

Cory Denuyl is an investment adviser representative with First Heartland Consultants, Inc. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he owns DenOwl Games LLC, a company created for marketing and potentially selling a game, and he also receives royalties as a musician from music placed on streaming services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

David S

Series 63, Series 65

Bayside, WI

First Heartland Consultants, Inc.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")