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

Ryan K

Series 65

San Diego, CA

RPG Family Wealth Advisory, LLC

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 65 license and three years of industry experience. Prior to joining RPg Family Wealth Advisory, he worked at HK Financial and served in the U.S. Navy for 13 years. He is involved with Mortgage Free Life, assisting clients with mortgage payoff strategies using home equity lines of credit, and also engages in tax credit sales. RPG Family Wealth Advisory offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based approach driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms with explicit risk controls and a tactical global asset-allocation methodology.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Mitchell G

Series 63, Series 66

Burlington, MA

RPG Family Wealth Advisory, LLC

Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC in Burlington, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with RPG Family Wealth Advisory since 2015. Outside of his advisory role, he serves as chairman of the North Shore Jazz Project and is on the board of advisors for Save Serve, both non-investment-related activities. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, offering portfolio management that includes equities, fixed income, mutual funds, ETFs, and alternative investments.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Meaghan K

Series 66

O Fallon, MO

RPG Family Wealth Advisory, LLC

Meaghan Keeven is a financial advisor at RPG Family Wealth Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Synergy Wealth Solutions and Mass Mutual Investors Services. Keeven is a partner in 925 Syndicate, a firm focused on tax mitigation strategies. RPG Family Wealth Advisory is part of Risk Paradigm Group (RPg), which offers tactical, ETF-centric investment strategies and customized portfolio management to individual, institutional, and high-net-worth clients. The firm employs a policy-based, quantitative approach with proprietary research and risk controls across separately managed accounts and model platforms.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Timothy S

Series 65

Waco, TX

RPG Family Wealth Advisory, LLC

Timothy Smith is a Series 65-licensed financial advisor with RPG Family Wealth Advisory, LLC in Waco, TX, and has two years of industry experience. Prior to joining RPG Family Wealth Advisory, he held roles at Calvary Community Church and participated in nonprofit work with the Christina Grimmie Foundation. He also works as an insurance agent with Freedom Financial. RPG Family Wealth Advisory, part of Risk Paradigm Group, offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual, and institutional investors, including high-net-worth clients. The firm employs a policy-based investment process driven by proprietary algorithms that focus on momentum and volatility, incorporating explicit risk controls and a tactical global asset-allocation approach.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Ryan B

Series 63, Series 65

Apison, TN

RPG Family Wealth Advisory, LLC

Ryan Bennett is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Freedom Financial LLC, First Heartland Capital Inc, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he operates a hobby business selling trading cards on eBay with his son. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Matthew E

Series 63, Series 65

Wentzville, MO

RPG Family Wealth Advisory, LLC

Matthew Evans is a financial advisor at RPG Family Wealth Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Heartland Capital for 22 years before joining RPg Family Wealth Advisors. Evans is also involved in business activities related to insurance sales and training through Mortgage Free Life, LLC and Solae Group, LLC. RPg Family Wealth Advisory provides tactical, ETF-centric investment strategies and customized portfolio management for financial intermediaries, individual, institutional, and high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research, offering separately managed accounts, model manager platforms, and a principal-protected strategy.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Juan D

Series 66

Burlington, MA

RPG Family Wealth Advisory, LLC

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with RPG Family Wealth Advisory since 2015. Risk Paradigm Group (RPg) provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual investors, and institutions, including high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with explicit risk controls.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

John E

Series 65

Burlington, MA

RPG Family Wealth Advisory, LLC

John Edwardh is a financial advisor at RPG Family Wealth Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with the ECHL and Risk Paradigm Group Holdings, LLC. RPG Family Wealth Advisory is part of Risk Paradigm Group, which offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, individual, and institutional investors. The firm employs a policy-based investment process driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms and explicit risk controls.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

James P

Series 63, Series 65

Birmingham, MI

RPG Family Wealth Advisory, LLC

James Peters Jr. is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RPG Family Wealth Advisory and Risk Paradigm Group, LLC since 2016 and is also involved with Tactical Allocation Group, LLC, where he performs a limited administrative role. RPG Family Wealth Advisory operates under Risk Paradigm Group and offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional clients. Their approach is policy-based and driven by proprietary quantitative and qualitative research, employing momentum and volatility algorithms alongside risk controls to manage allocations across ETFs and ETNs.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Lamar B

Series 66

Salt Lake City, UT

RPG Family Wealth Advisory, LLC

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

David G

Series 63, Series 65

Burlington, MA

RPG Family Wealth Advisory, LLC

David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm and its affiliated entity, Risk Paradigm Group, LLC, since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business based in Burlington, MA. Risk Paradigm Group provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based investment process using proprietary quantitative and qualitative research, with a focus on risk controls and tactical global asset allocation.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

William E

Series 63, Series 65

Burlington, MA

RPG Family Wealth Advisory, LLC

William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar
firm logo

Sharon C

Series 63, Series 65

Liberty Hill, TX

RPG Family Wealth Advisory, LLC

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at Freedom Financial LLC, First Heartland Capital Inc, and Transamerica Financial Advisors, Inc. She serves on the board of the Liberty Hill Voters Association as treasurer. RPG Family Wealth Advisory is part of Risk Paradigm Group, which provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individuals, and institutional clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with risk controls to manage allocations across various asset classes.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
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”)