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

Caradoc C

Series 66

Prescott, AZ

Lane Brothers Investment Counsel

Caradoc Crandall is a financial advisor at Lane Brothers Investment Counsel with three years of industry experience. He holds the Series 66 designation and has held various roles in financial services and tax consulting, including positions at Avantax Investment Services and SC Audit & Accounting Solutions. Crandall is also a member of Prestige Wealth PLLC, where he provides financial strategies and advice tailored to clients' tax and wealth management needs. Lane Brothers Investment Counsel serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and accredited investors, offering discretionary portfolio management, financial planning, and advisory services. The firm combines traditional portfolio management with alternative investments, including private real estate, and engages in fund-sponsorship activities with performance-based fee arrangements.

Private / alternative investments Real estate investing
user avatar
firm logo

Megan L

Series 65

Prescott, AZ

Lane Brothers Investment Counsel

Megan Lane is a Series 65 licensed financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, where she has worked since 2019. She has three years of industry experience, including prior roles at Cwm, LLC and local hospitality businesses. Outside of advising, she serves as an assistant manager for a real estate development company and works as an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages private real estate partnerships and employs a variety of analytical techniques combined with financial planning and governance in client engagements.

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 with Lane Brothers Investment Counsel in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lane Brothers & Co., Inc. since 1990 and was with CWM, LLC from 2021 to 2024. Outside of his advisory role, Lane is a managing member of a property development company and is also licensed to sell life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm manages private real estate partnerships and applies a range of analytical techniques combined with governance considerations in its investment approach.

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 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")