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

Megan L

Series 65

Prescott, AZ

Lane Brothers Investment Counsel

Megan Lane is a financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, holding a Series 65 credential and bringing four years of industry experience. Her prior roles include positions at CWM, LLC and Lane Brothers & Company, Inc. Outside of her advisory work, she serves as an assistant manager overseeing maintenance for a real estate development business and is also licensed to sell life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel provides discretionary portfolio management and financial planning to individuals, charitable organizations, and institutional clients. The firm is notable for managing private pooled real estate investment funds and combines traditional advisory services with fund sponsorship and independent performance oversight.

Private / alternative investments Real estate investing
user avatar
firm logo

Kevin L

Series 63, Series 65

Prescott, AZ

Lane Brothers Investment Counsel

Kevin Lane is a financial advisor at Lane Brothers Investment Counsel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lane Brothers & Co., Inc. since 1990, including three years at CWM, LLC. Outside of advising, he is a managing member of a property development business and works as an insurance agent. Lane Brothers Investment Counsel provides discretionary portfolio management and financial consulting to individuals, charitable organizations, and institutional clients, including pension and profit-sharing plans. The firm is notable for managing private pooled real-estate investment funds and combining traditional advisory services with fund sponsorship and independent performance oversight.

Private / alternative investments Real estate 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 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”)