Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Daniel S
Series 65, Series 66
Carmel, CA
Topturn Capital, LLC
Daniel Stewart is a financial advisor with Topturn Capital, LLC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Darchuck Stewart Capital Advisors, LLC since 2009. Outside of his advisory work, he serves as a general partner in a family investment partnership, where he participates in investment decisions and trading activities. Topturn Capital provides investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, tailoring portfolios based on clients' risk tolerance and time horizon.
Derek L
CFP®, Series 63, Series 65
Clovis, CA
Topturn Capital, LLC
Derek Lee is a CFP® professional with 13 years of industry experience. He currently works at Topturn Capital, LLC and previously spent 13 years at LPL Financial and 18 years with Educational Employee CU. Topturn Capital, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, and tailors portfolios based on clients’ risk tolerance and time horizon.
Danny D
CFP®, Series 65, Series 66
Carmel, CA
Topturn Capital, LLC
Danny Darchuck Jr. is a CFP® with 35 years of industry experience. He is currently with Topturn Capital, LLC and has been associated with Darchuck Stewart Capital Advisors, LLC since 2009. Topturn Capital, LLC provides investment management, wealth management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary allocation model across multiple asset classes, tailoring advice to clients’ risk tolerance and time horizon.
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