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

Nicholas S

CFP®, Series 63, Series 65

Lehi, UT

Telos Partners LLC

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies ESG / Sustainable investing
user avatar
firm logo

Peter H

CFA®, Series 63

Cottonwood Heights, UT

Telos Partners LLC

Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies ESG / Sustainable investing
user avatar
firm logo

Christopher S

CFA®

Avon, CT

Telos Partners LLC

Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies ESG / Sustainable investing
user avatar
firm logo

Brandon C

CFP®, Series 63, Series 65

Greenville, SC

Telos Partners LLC

Brandon Cabaniss is a CFP®-certified financial advisor at Telos Partners LLC in Greenville, SC, with 24 years of industry experience. He has held positions at Calton & Associates, Advisory Services Network, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory work, he is a speaker and educator for The 3W Project, focusing on financial wellbeing for women. Telos Partners serves individuals, families, charitable organizations, and businesses, providing investment management, financial planning, family office consulting, and business valuation services. The firm uses a long-term, growth-oriented approach combining active and passive strategies, aligning portfolios with client values and offering bespoke family office services.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies ESG / Sustainable 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”)