Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Alex M

Series 63, Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Alex Meintel is a financial advisor at Dividend Assets Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Renaissance Macro Securities. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

William F

CFP®, Series 63

Ridgeland, SC

Dividend Assets Capital, LLC

William Ford is a CFP® with 27 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. His prior roles include positions at SQN Securities, LLC and American Century Investment Services, Inc. He is a non-voting limited partner in a non-investment related business consulting firm operated by his spouse. Dividend Assets Capital, LLC advises individual and institutional clients, focusing on discretionary portfolio management and financial planning. The firm emphasizes dividend-paying equities and midstream energy MLPs, offering customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Emily H

Series 66

Ridgeland, SC

Dividend Assets Capital, LLC

Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Marc S

CFA®, Series 63, Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Donald H

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Robert D

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Joseph K

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Walter I

Series 63, Series 65

Ridgeland, SC

Independent Financial partners

Walter Ickert is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes tenures at LPL Financial and long-standing roles with Northwestern National Life Insurance Company and Midland Mutual. He also operates a business offering a range of insurance products, including fixed and variable annuities, life insurance, and health-related coverages. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a network of over 260 advisors. The firm supports a decentralized advisory model with specialized retirement-plan consulting and trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar
firm logo

Benjamin C

Series 66

Ridgeland, SC

GWN Securities Inc.

Benjamin Capers is a financial advisor with GWN Securities Inc. in Ridgeland, SC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining GWN Securities in 2016. Outside of his advisory role, Capers is the owner and manager of Paint United and has served as a pastor. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include traditional asset allocation as well as legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Sage H

Series 65

Ridgeland, SC

Ameritas Advisory Services, LLC

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to her current roles at Ameritas and Sage Financial Planning, she worked in various positions including at Wegmans Food Markets and GLK Foods. Outside of advisory work, she is involved in business exit planning and consulting through Sage Financial Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Christine Q

Series 63, Series 66

Ridgeland, SC

Morgan Stanley

Christine Quinn is a financial advisor with Morgan Stanley in Ridgeland, South Carolina, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns and operates a private nutrition counseling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client strategies.

General estate planning guidance
user avatar
firm logo

Jennifer N

Series 63, Series 66

Okatie, SC

Wells Fargo Advisors

Jennifer Napple is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors in various roles since 2013 and is a 50% owner of Sea Island Cotton Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
firm logo

Armin W

Series 66

Beaufort, SC

Edward Jones

Armin Wahl is a financial advisor at Edward Jones in Beaufort, SC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Wahl is involved in making custom fishing rigs for local tackle shops through a small business in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Anthony N

Series 63, Series 65

Okatie, SC

Wells Fargo Advisors

Anthony Napple is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services that include retirement, education, risk management, and specialty planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kamila M

Series 66

Ridgeland, SC

Edward Jones

Kamila Mc Donald is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at First Command Brokerage Services, Alida Hotel, and in other roles including at Belfords Seafood and Steaks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")