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

Briana A

Series 66

Rockland, ME

Apollon Wealth Management, LLC

Briana Andreoni is a financial advisor with Apollon Wealth Management, LLC in Rockland, ME, holding a Series 66 designation and 20 years of industry experience. Her career includes 20 years at UBS Financial Services followed by roles at Purshe Kaplan Sterling Investments and Apollon Wealth Management, both since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving a wide range of clients including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios overseen by an Investment Committee.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

William C

Series 63, Series 66

Rockland, ME

Apollon Wealth Management, LLC

William Carr is a financial advisor with Apollon Wealth Management, LLC, based in Rockland, ME, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments prior to joining Apollon. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services across a wide range of investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Paul S

CFP®, Series 63, Series 65

Rockland, ME

Apollon Wealth Management, LLC

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently affiliated with Apollon Wealth Management, LLC and has previously worked at UBS Financial Services. His background includes roles at Purshe Kaplan Sterling Investments and Apollon Wealth Management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory and consulting services, and investment advisory for private funds and other pooled vehicles, combining centrally managed strategies with locally managed portfolios across diverse asset classes and specialized client needs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) 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”)