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

George S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith IV is a Series 65-licensed advisor at Ridgegate Advisors, LLC with one year of industry experience and ten years at Ridgegate Financial. He is based in Englewood, Colorado. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolio decisions to client objectives, risk tolerance, and time horizon.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Christopher R

Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, Colorado, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, and Jackson National Life Distributors. He is also involved with Ridgegate Insurance, LLC as an insurance agent. Ridgegate Advisors provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Alexander S

Series 66

Englewood, CO

Ridgegate Advisors, LLC

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

George S

ChFC®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Ridgegate Advisors, LLC. He has held roles at Ridgegate Advisors since 2008 and is involved with Emerson Equity LLC and AE Wealth Management, among other firms. Outside of financial advisory work, he manages Gibborim Media, a marketing services company. Ridgegate Advisors LLC offers discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

William S

CFP®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

David S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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”)