Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Olivia V
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey clubs and camps, including the Wizards Field Hockey Club and College of the Holy Cross Field Hockey Camp. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm uses systematic, technical, and rules-based processes along with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays, offering specialized portfolio and collateral management services.
Kyle S
Series 63, Series 66
Chicago, IL
SpiderRock Advisors, LLC
Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.
Christian W
Series 65, Series 63
Chicago, IL
SpiderRock Advisors, LLC
Christian Weichsel III is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at BlackRock Investments LLC and Citigroup, as well as a position at the Federal Reserve Bank of Cleveland. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic and rules-based processes combined with quantitative and fundamental analysis. The firm offers portfolio overlay and strategy management using listed derivatives and traditional securities, serving a diverse client base that includes asset managers, banks, family offices, and high-net-worth individuals.
Gregory D
Series 66
Dallas, TX
SpiderRock Advisors, LLC
Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.
Robert H
CFA®, Series 63, Series 66
Palm Beach Gardens, FL
SpiderRock Advisors, LLC
Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.
Alexander W
Series 63, Series 66
Chicago, IL
SpiderRock Advisors, LLC
Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.
Eric M
CFA®, Series 66
Chicago, IL
SpiderRock Advisors, LLC
Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.
Travon L
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.
Daniel H
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.
Mary Welby H
Series 63, Series 65, Series 66
East Hampton, NY
SpiderRock Advisors, LLC
Mary Welby Hughes is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at BlackRock Investments, LLC, Stratifi, LLC, and Wellington Management. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield.
Grace K
Series 65, Series 63
Chicago, IL
SpiderRock Advisors, LLC
Grace Kramer is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at BlackRock Investments LLC and PNC Capital Markets, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors, family offices, and high-net-worth individuals. The firm uses a combination of systematic, technical, and rules-based processes alongside quantitative and fundamental analysis to manage option-based hedges, yield-enhancing overlays, and collateral management strategies.
Jonathan M
Series 63, Series 66
Denver, CO
SpiderRock Advisors, LLC
Jonathan Miller is a financial advisor at SpiderRock Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlackRock Investments, Virtus Investment Partners, and VP Distributors LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, using a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm emphasizes listed derivatives and dynamic option overlays to manage risk and enhance portfolio returns.
Colleen S
Series 66
Bernardsville, NJ
SpiderRock Advisors, LLC
Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2010. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of clients including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and quantitative strategies combined with fundamental analysis to deliver option-based hedges and yield-enhancing overlays, operating under proprietary software and real-time risk monitoring.
Anna Claire M
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.
Fredric K
Series 66
Sharon, MA
SpiderRock Advisors, LLC
Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.
Matthew A
Series 66
Lone Tree, CO
SpiderRock Advisors, LLC
Matthew Andrews is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, BridgeBurners Consulting Group, and other firms. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, banks, family offices, pension funds, and high-net-worth individuals. The firm uses a rules-based, systematic approach combining quantitative and fundamental inputs, emphasizing listed derivatives and dynamic option overlays to manage portfolio risks and enhance returns.
David D
Series 66
Chicago, IL
SpiderRock Advisors, LLC
David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.
Dennis O
Series 63, Series 65
Chicago, IL
SpiderRock Advisors, LLC
Dennis O'Malley Jr. is a financial advisor at SpiderRock Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BlackRock Investments LLC, Northern Trust, and Goldman Sachs. Outside of finance, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in Etsy and Amazon affiliate marketing. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, banks, broker-dealers, family offices, pension funds, and high-net-worth individuals.
James S
Series 66
Chicago, IL
SpiderRock Advisors, LLC
James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.
Adam B
Series 65, Series 66
Venice, CA
SpiderRock Advisors, LLC
Adam Butterfield is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BlackRock Investments LLC and BlackRock since 2017, as well as Lucas Group in 2016. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to a broad range of clients, including institutional investors and high-net-worth individuals. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities, employing systematic, technical, quantitative, and fundamental approaches through proprietary software and real-time risk monitoring.
Tyler C
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.
Sophie E
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Sophie Evans is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC and UBS Financial Services, Inc. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including other asset managers and high-net-worth individuals. The firm combines systematic and quantitative approaches with fundamental analysis to manage option-based hedges and overlays, offering customized portfolio and risk management solutions.
Shamus F
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.
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