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

William R

Series 63, Series 65

New Hope, PA

Poxono Capital

William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Connor M

Series 65

New Hope, PA

Poxono Capital

Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and four years of industry experience. Prior to joining Poxono Capital in 2024, he worked at Dillon Capital Management and held roles in healthcare and development sectors. He also has experience working at Squires Golf Club and Temple University. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm uses a diverse investment approach that combines multiple analysis methods and strategies, and it manages a privately organized pooled investment vehicle subject to performance-based compensation.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Stewart R

Series 65

New Hope, PA

Poxono Capital

Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Johnson & Johnson and GlaxoSmithKline, as well as a consulting contract with Johnson & Johnson. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment vehicles to create tailored portfolio management strategies. The firm also advises a privately organized pooled investment vehicle offering performance-based compensation, with governance and compliance measures in place.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Wilder H

CFA®, Series 63, Series 66

New York, NY

Poxono Capital

Wilder Harvard is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Poxono Capital and has held prior roles at firms including Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc of America Securities. He is the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment strategies. The firm also manages a privately organized pooled investment vehicle with performance-based compensation, alongside tailored client portfolio management.

Options & derivatives strategies 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”)