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

David S

Series 63, Series 65

Westerville, OH

WealthBridge Capital Management, LLC

David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Joseph Group Capital Management, Sunset Financial Services, Manning & Napier Advisory Advantage Company, and J.P. Morgan Asset Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm employs a tax-aware investment approach using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and offers public educational seminars on financial basics.

Divorce financial planning
user avatar
firm logo

Nicholas N

Series 63, Series 66

Westerville, OH

WealthBridge Capital Management, LLC

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management, using a tax-aware approach that combines fundamental, technical, and cyclical analysis.

Divorce financial planning
user avatar
firm logo

Ryan D

Series 63, Series 65

Westerville, OH

WealthBridge Capital Management, LLC

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Divorce financial planning
user avatar
firm logo

Kati H

Series 66

Englewood, FL

WealthBridge Capital Management, LLC

Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.

Divorce financial planning
user avatar
firm logo

Robert F

Series 65, Series 66

Westerville, OH

WealthBridge Capital Management, LLC

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.

Divorce financial planning
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”)