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

Derek M

CFP®, ChFC®, Series 63, Series 66

Colorado Springs, CO

56 Capital Partners, Ltd

Derek Martin is a CFP® and ChFC® with 14 years of experience in the financial services industry. He has been with 56 Capital Partners, Ltd. since 2017 and previously worked at multiple Northwestern Mutual entities from 2012 to 2017. Martin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for about 260 clients and emphasizes asset allocation using fundamental and technical analysis to build diversified portfolios that include equities, fixed income, ETFs, mutual funds, and alternative investments.

Private / alternative investments Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Daniel E

Series 66

Colorado Springs, CO

56 Capital Partners, Ltd

Daniel Easton is a Series 66-credentialed financial advisor at 56 Capital Partners, Ltd with five years of industry experience. Prior to joining 56 Capital Partners in 2026, he worked six years at T. Rowe Price. Outside of finance, he has been involved with Goose Creek Custom Woodworking since 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for around 260 clients, employing a diversified investment approach that includes both fundamental and technical analysis, with options for more complex strategies.

Private / alternative investments Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Lindsay W

Series 65

Colorado Springs, CO

56 Capital Partners, Ltd

Lindsay Whiddon is a financial advisor at 56 Capital Partners, Ltd with a Series 65 designation and one year of industry experience. Prior to joining 56 Capital Partners, Whiddon held roles at Huntington National Bank, Ascend Federal Credit Union, and the Boys and Girls Club of Middle Tennessee. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm’s investment approach includes asset allocation with fundamental and technical analysis, offering diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Private / alternative investments Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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”)