Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ian M
Series 66
Fort Worth, TX
RCA Wealth Strategies LLC
Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.
Michael R
Series 63, Series 66
Overland Park, KS
RCA Wealth Strategies LLC
Michael Rood is a financial advisor with RCA Wealth Strategies LLC in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Securities America, Insight Insurance Partners, Ameritas Life Insurance Corp, and New England Securities. He is also an independent licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, assisting federal employees with benefits education. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment services to individuals, business entities, and retirement plan sponsors. The firm combines passive core allocations with active tactical adjustments and uses a broad range of investment vehicles, offering tailored investment policy statements and periodic portfolio reviews.
Jace C
ChFC®, Series 63, Series 65
Overland Park, KS
RCA Wealth Strategies LLC
Jace Champlin is a financial advisor at RCA Wealth Strategies LLC with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining RCA Wealth Strategies in 2021, Champlin worked at several financial firms including Securities America, Inc., Insight Insurance Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he is a licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, where he educates federal employees on their benefits. RCA Wealth Strategies LLC is a small advisory firm serving individuals, business entities, and retirement-plan sponsors, managing approximately $54.7 million for about 221 clients. The firm combines fundamental analysis and modern portfolio theory with a core passive allocation and tactical active management, offering financial planning, discretionary and non-discretionary portfolio management, and access to insurance and annuity products.
Kathleen S
Series 63, Series 65
Huntsville, AL
RCA Wealth Strategies LLC
Kathleen Sanford is a financial advisor with RCA Wealth Strategies LLC in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Redhawk Wealth Advisors, MML Investors, MassMutual Life Insurance Co, MSI Financial, and METLIFE Securities Inc. Outside of her advisory work, she educates and assists federal employees concerning their retirement benefits through the Federal Benefits Information Center. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management services to individuals, business entities, and retirement plan sponsors. The firm employs a combined investment approach that integrates core passive allocations with active tactical adjustments and offers retirement-plan consulting, participant education, insurance products, and annuities as part of its services.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters