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

Hunter M

Series 63, Series 66

Montgomery, AL

Kestra Advisory

Hunter Massey is a financial advisor with Kestra Advisory in Montgomery, AL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Kestra Advisory since 2020 and previously spent seven years at Raymond James Financial Services. Massey serves as Chief Investment Officer for both Kestra Advisory Services, LLC and CorpFinancial LLC, where he is involved in investment advisory and insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and vendor benchmarking, and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Elizabeth R

CFP®, Series 65, Series 63

Louisville, KY

Kestra Advisory

Elizabeth Roche is a CFP® with eight years of industry experience, currently serving as an associate advisor and paraplanner at Kestra Advisory. Her background includes roles at LPL Financial, Questar Asset Management, and MWM Advisory Services. Roche is also a commissioned notary public in Kentucky. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Jennifer S

Series 66

Brookfield, WI

Kestra Advisory

Jennifer San Fillippo is a financial advisor with Kestra Advisory Services, LLC and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. She is also president of Lakeview Wealth Strategies LLC, an insurance business affiliated with her Kestra work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors, offering fiduciary services, plan design, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Debra C

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Debra Clark is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Kestra Advisory. Her prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. She is also a co-owner of Roving Horse Ranch & Rescue, a nonprofit organization that rescues and rehabilitates horses destined for slaughter. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Mason C

Series 66

Saint Simons Island, GA

Kestra Advisory

Mason Christmas is a Series 66-credentialed advisor at Kestra Advisory with one year of industry experience. He previously held roles at Frederica Wealth Advisory and has been involved in music instruction and freelance musicianship, performing as a guitarist and trombonist across various genres. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services ranging from fiduciary consulting and plan design to discretionary investment management and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Melanie J

Series 63, Series 66

Hurricane, WV

Kestra Advisory

Melanie Jacobsen is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Kestra Investment Services, LLC since 2009 and Larmann Financial Corporation since 2006. Jacobsen serves as a Retirement Plan Specialist, assisting in the servicing of retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Andrew W

Series 63, Series 66

Dallas, TX

Kestra Advisory

Andrew Williams Jr. is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. He previously worked at Wfg Investments Inc. from 2010 to 2017. Williams also owns Williams Wealth Management Group, operating under Kestra’s registered representative and advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Julia S

Series 63, Series 66

Austin, TX

Kestra Advisory

Julia Smith is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley, Voya Financial Advisors, and Cetera. Outside of advisory roles, she is involved with Smith & Smith, Ltd, a financial services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Matthew B

Series 65, Series 63

Dover, DE

Kestra Advisory

Matthew Biggs is a financial advisor with Kestra Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He serves as a committee member on the Finance and Audit Committee for the Most Worshipful Grand Lodge of A.F. & A.M. of Delaware. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

David M

CFP®, Series 66

Port Jefferson, NY

Kestra Advisory

David Mammina is a CFP® with 17 years of industry experience currently affiliated with Kestra Advisory. He has held roles at multiple Kestra entities and GFS Wealth Management Advisors and serves as president of DMSZ, Inc., a consulting business. Mammina is also involved in retail management and serves as a partner and financial advisor at GFS Wealth Management Advisors. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Thomas S

Series 63

Bunnell, FL

Kestra Advisory

Thomas Savone is a financial advisor with Kestra Advisory in Bunnell, Florida. He holds a Series 63 designation and has 40 years of industry experience. Prior to joining Kestra Advisory in 2025, he spent 20 years with Commonwealth Financial Network and operated his own firm, Thomas Savone and Associates. He also serves as president of Savone Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and utilizes multiple management platforms and third-party solutions to support its clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Thomas C

Series 63, Series 66

Waukesha, WI

Kestra Advisory

Thomas Charon is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2024, he spent 20 years with American Funds Distributors, Inc. His activities include registered representative roles focused on retirement plan sales and solicitation through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Javier C

Series 66

Russelville, KY

Kestra Advisory

Javier Canales Bullock is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. He has worked at Kestra Investment Services since 2021 and previously held roles in various organizations including Big Lots and Western Kentucky University. Outside of advising, he is involved with insurance-related business activities supporting advisors and owns a rental property. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from large institutional investors to individual plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Christopher B

Series 63, Series 65

Austin, TX

Kestra Advisory

Christopher Bradshaw is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and is the owner of Main Street Financial Group, an investment advisory firm. Bradshaw has worked at Kestra Advisory since 2021 and has a long tenure with related firms including Kestra Investment Services and Nationwide Provident. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Blayne W

Series 66

Austin, TX

Kestra Advisory

Blayne Worman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior work includes roles at LPL Financial LLC, Old National Bank, and Shield Global Partners. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Scott C

Series 66

Austin, TX

Kestra Advisory

Scott Cavazos is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has held positions at several firms, including Avantax Investment Services, Cetera advisor entities, and Securities America Advisors. Based in Austin, TX, he joined Kestra Advisory Services LLC in 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Hance E

CFP®, Series 63

Austin, TX

Kestra Advisory

Hance Evans is a CFP® with 43 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for over 30 years at Hornor Townsend & Kent LLC. Outside of his financial advising role, he occasionally assists with maintenance at a small marina owned by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Kevin M

CFP®, Series 66

Southfield, MI

Kestra Advisory

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Steven W

CFP®, Series 66

Austin, TX

Kestra Advisory

Steven Wilson is a CFP® with 12 years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior roles include positions at UBS and Charles Schwab. Wilson also teaches as an adjunct professor at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice while managing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Ryan W

CFP®, Series 63, Series 66

Austin, TX

Kestra Advisory

Ryan Weise is a CFP® with 26 years of industry experience, currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2023. His prior experience includes roles at Cetera and Hancock Whitney Bank, where he worked from 2011 to 2022. He is also involved with Centura Advisors in a financial advisory capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management 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”)