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

Jessica B

Series 66

Lexington, KY

Wallace Hart Capital Management

Jessica Bedell is a financial advisor at Wallace Hart Capital Management with 18 years of industry experience. She holds the Series 66 designation and worked previously at UBS Financial Services, Inc. from 2007 to 2017 before joining Wallace Hart in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management and limited financial planning, relying on fundamental analysis and employing a range of investment strategies including long/short equity approaches focused on mid- and large-cap companies.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Jeremy W

Series 66

Lexington, KY

Wallace Hart Capital Management

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2017 before joining Wallace Hart Capital Management in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management along with limited financial planning services. The firm employs fundamental analysis and a range of investment strategies, including long/short equity approaches focused on mid- and large-cap companies.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Brandon S

Series 65

Lexington, KY

Wallace Hart Capital Management

Brandon Smith is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds the Series 65 designation and has previously worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves individual investors, retirement and employer-sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and limited financial planning services, employing a fundamental analysis approach with a focus on mid- and large-cap equities through long/short strategies.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Michael H

Series 66

Lexington, KY

Wallace Hart Capital Management

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Darren W

Series 66

Lexington, KY

Wallace Hart Capital Management

Darren Williams is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of finance, he coaches baseball seasonally at Sayre School in Lexington, KY. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm focuses on fundamental analysis and employs a long/short equities strategy across mid- and large-cap companies, managing both individual accounts and private pooled funds.

Active portfolio management Options & derivatives strategies Passive / index 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”)