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

Antonio P

Series 66

Rio Rancho, NM

Thurston Springer Advisors

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Sara M

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

William S

Series 66

Tyler, TX

Thurston Springer Advisors

William Smith is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and one year of industry experience. He previously worked at Wells Fargo Advisors and spent several years as an insurance contractor with Texas and Southern Farm Bureau Insurance. He currently receives passive income from prior insurance business activities that concluded in 2024. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

James T

Series 63, Series 65, Series 66

Flower Mound, TX

Thurston Springer Advisors

James Turco is a financial advisor with Thurston Springer Advisors in Flower Mound, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, with earlier work at North Pier Fiduciary Management and Lockton Investment Advisors. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and works with institutional clients while integrating affiliated broker-dealer and insurance services.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Michael R

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Terry D

Series 63, Series 66

Brodheadsville, PA

Thurston Springer Advisors

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Jason G

Series 66

Tyler, TX

Thurston Springer Advisors

Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, Raymond James Financial Services, and RBC Capital Markets. Outside of his advisory role, he operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, and retirement plans, offering comprehensive financial planning and portfolio management with a range of discretionary and non-discretionary investment strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

David N

Series 63, Series 65

Richmond, VA

Thurston Springer Advisors

David Nystrom is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing investment analysis methods that support both buy-and-hold and more active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Brian S

Series 63, Series 66

Mishawaka, IN

Thurston Springer Advisors

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Jeannette A

Series 63, Series 65

Itasca, IL

Thurston Springer Advisors

Jeannette Adcock is a financial advisor at Thurston Springer Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at David A. Noyes & Company, Wayne Hummer Investments, Wells Fargo Clearing, and Prudential Equity Group. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Gabriele A

Series 63

Indianapolis, IN

Thurston Springer Advisors

Gabriele Allen is a financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with the firm and its predecessor entities since 1989. Outside of advisory work, she serves as a sales executive for Green Organics International. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with a range of investment approaches including both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Gavin B

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Gavin Banta II is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Fratarcangeli Wealth Management and has spent five years at Florida State University and five years at Pine Crest School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Dane T

Series 66

Indianapolis, IN

Thurston Springer Advisors

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Dylan T

Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Dylan Truancelewis is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and DELRAY Systems LLC. Outside of advising, he has a teaching background at Oakland University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Christopher L

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Tami B

CFP®, Series 66

Oklahoma City, OK

Thurston Springer Advisors

Tami Bearden is a CFP® and holds a Series 66 license with 21 years of industry experience. She has been with Thurston Springer Advisors since 2024 and previously worked for T. S. Phillips Investments, Inc. for 19 years. Based in Oklahoma City, OK, she provides financial advisory services as part of a multi-team firm. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and more active investment strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Adam C

Series 66

Oklahoma City, OK

Thurston Springer Advisors

Adam Christensen is a financial advisor with Thurston Springer Advisors in Oklahoma City, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill, T S Phillips Investments, and Thurston Springer Financial, and also practices law through Christensen Law Group, where he performs legal work in general business law, insurance defense, and estate planning. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis with both buy-and-hold and active models to tailor services to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Matthew R

Series 63, Series 66

Oklahoma City, OK

Thurston Springer Advisors

Matthew Roberson is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and T. S. Phillips Investments, Inc. He is also involved in real estate investing through Robo Grand Holdings LLC. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with investment approaches ranging from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Natasha S

Series 63, Series 65

Bloomfield Hills, MI

Thurston Springer Advisors

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill, Arieli Capital, and Major Biddles. Outside of her advisory role, she hosts a family-owned vacation rental cabin. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active approaches like Tactical Momentum and Earnings Momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Tyler G

Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Tyler Gerling is a Series 66-licensed financial advisor with one year of industry experience. He has worked at Fratacangeli Wealth Management since 2025 and previously held roles at Stellantis. Tyler’s background also includes time as a full-time student and work with College Hunks. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment approaches from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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”)