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

Brianne C

CFP®, Series 65

Columbus, OH

Hamilton Capital

Brianne Cronenwett is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Hamilton Capital since 2018, including its predecessor entity, and is currently based in Columbus, OH. Prior to joining Hamilton Capital, her work history includes roles at Lance Hoccutt Financial and brief employment at Chick-fil-A Willowbrook. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments, while also sponsoring affiliated private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Matthew B

Series 65

Columbus, OH

Hamilton Capital

Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Brendan P

Series 65

Columbus, OH

Hamilton Capital

Brendan Pittman is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, he worked at FastTrac Marketing Group and Ameriprise Financial, and he also has a background in higher education at The University of Akron. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across a broad range of asset classes and investment vehicles.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Peter G

CFP®, Series 65

Columbus, OH

Hamilton Capital

Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Robert H

CFP®, Series 65

Columbus, OH

Hamilton Capital

Robert Hamilton is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has been with Hamilton Capital since 2018, initially at Hamilton Capital Management, Inc., and continuing at Hamilton Capital, LLC since 2021. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a variety of investment vehicles, including pooled funds and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Logan M

CFP®, Series 65

Columbus, OH

Hamilton Capital

Logan Miller is a CFP® and Series 65-credentialed advisor with two years of experience, currently with Hamilton Capital in Columbus, OH. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for several years. Hamilton Capital provides wealth and investment management to both individual and institutional clients, employing a top-down, macroeconomic-driven investment process. The firm manages diversified portfolios using various asset classes and offers co-advisory and portfolio management services across multiple investment vehicles.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

John C

CFP®, Series 66

Columbus, OH

Hamilton Capital

John Chambers is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has been with Hamilton Capital since 2016, initially with Hamilton Capital Management, Inc., and continuing with Hamilton Capital, LLC since 2023. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Joseph M

CFP®, Series 65

Columbus, OH

Hamilton Capital

Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade Capital. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Travis H

CFP®, Series 65

Columbus, OH

Hamilton Capital

Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Matthew K

CFP®, Series 65

Columbus, OH

Hamilton Capital

Matthew Kirby is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Hamilton Capital since 2015, currently serving as an advisor at the firm based in Columbus, OH. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Eric T

Series 65

Columbus, OH

Hamilton Capital

Eric Thiemann is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with four years of industry experience. His background includes roles at Hamilton Capital since 2021 and prior experience at Citi Group and Ohio University. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers a range of strategies including mutual funds, ETFs, customized fixed-income, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Jeffrey L

CFP®, Series 63

Columbus, OH

Hamilton Capital

Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Conolly B

CFP®, Series 63, Series 65

Columbus, OH

Hamilton Capital

Conolly Boughner is a CFP® with six years of industry experience, currently serving at Hamilton Capital. He previously worked at KeyBanc Capital Markets Inc. and has held positions at several firms including Morgan Stanley and Diamond Hill Capital Management. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Griffin D

CFP®

Columbus, OH

Hamilton Capital

Griffin Davies is a Certified Financial Planner® at Hamilton Capital in Columbus, OH, with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital for two years. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Michael D

Series 65

Columbus, OH

Hamilton Capital

Michael De Carlo is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Cardinal Health and Battelle Memorial Institute. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customizable portfolio management services.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Keith C

CFP®, ChFC®

Columbus, OH

Hamilton Capital

Keith Copeland is a CFP® and ChFC® with nine years of industry experience, currently serving at Hamilton Capital. He has worked with Hamilton Capital Management since 2016 and is also associated with The TLC Group Ltd., where he provided management and advisory services. He serves on the boards of the Delaware County Foundation and Reset Inc. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages diversified portfolios using a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Carrie T

CFP®, Series 63, Series 65

Columbus, OH

Hamilton Capital

Carrie Thompson is a CFP® with 14 years of experience in the financial advisory industry. She has been with Hamilton Capital in various capacities since 2016. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a macroeconomic-driven investment process to build diversified portfolios and manages both pooled investment vehicles and private funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Cameron M

Series 65

Columbus, OH

Hamilton Capital

Cameron Mink is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, his work history includes roles at Three Creeks Capital Management and various non-financial positions. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment approach that incorporates a range of asset classes and strategies, including private funds and ESG considerations.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Emmett B

CFP®, Series 65

Columbus, OH

Hamilton Capital

Emmett Bahnson is a CFP® and Series 65 credentialed advisor at Hamilton Capital with 12 years of industry experience. He has been with Hamilton Capital Management since 2016. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios that may include mutual funds, ETFs, fixed income, alternative investments, and, when requested, private funds and ESG strategies.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar
firm logo

Jeffrey W

Series 65

Columbus, OH

Hamilton Capital

Jeffrey Wilkins is a financial advisor at Hamilton Capital with seven years of industry experience. He holds a Series 65 credential and has been with Hamilton Capital and its affiliated entities since 2010. Wilkins previously owned and managed a residential construction business that ceased operations in 2019. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a variety of investment vehicles, including private and pooled funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
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 Warmer Terms of Service and FHQ 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")