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

Peter T

Series 63, Series 65

San Rafael, CA

Ameritas Advisory Services, LLC

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has operated his own CPA practice, Peter M Turnbaugh CPA, since 1987. He is also involved in managing investments through Peter and Karen Turnbaugh LLC, a self-directed IRA real estate investment entity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning using a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

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

Kevin T

Series 65, Series 63

San Rafael, CA

Ameritas Advisory Services, LLC

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has been with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2007, and joined Ameritas Advisory Services in 2021. Outside of his advisory work, he is a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, including model portfolios and third-party subadvisers, and integrates services with its Ameritas affiliates.

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