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

Aaron S

Series 65

Lexington, KY

Triple Crown Wealth Management

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.

Wealth management
user avatar
firm logo

Jason S

Series 65

Lexington, KY

Triple Crown Wealth Management

Jason Stelter is a financial advisor at Triple Crown Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked with Lexington Financial Advisors, LLC since 2017 and Lexington Financial, LLC since 2011, where he also serves as President. In addition to his advisory role, Stelter is a licensed insurance agent and dedicates significant time to managing insurance services for clients. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients. The firm combines fundamental and technical analysis to tailor portfolios according to client goals, with regular account reviews and options for written investment restrictions.

Wealth management
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")