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

Christi P

CFP®, Series 65

Bethany, OK

Perissos Private Wealth Management

Christi Powell is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Perissos Private Wealth Management since 2023 and previously spent 16 years with Falcon Financial of Oklahoma, LLC. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting to individuals and families, including high-net-worth clients. The firm also serves other advisers through sub-advisory arrangements and employs a range of strategies including customized and model portfolios, options, margin, and tax-coordinated private fund due diligence.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning
user avatar
firm logo

Brandon V

Series 66

Bethany, OK

Perissos Private Wealth Management

Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning
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”)