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

Kerry S

CFP®, Series 63, Series 66

Draper, UT

Ashton Thomas Private Wealth

Kerry Severn is a CFP® professional with 32 years of industry experience, currently with Ashton Thomas Private Wealth since 2020. Prior to this, he held advisory roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of advising, he occasionally works as a substitute school teacher in the Canyons School District. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm utilizes a platform model with access to mutual funds, ETFs, third-party managers, and various strategies such as options and selective cryptocurrency exposure.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
user avatar
firm logo

John M

Series 63, Series 65

Draper, UT

Ashton Thomas Private Wealth

John Morzelewski is a financial advisor at Ashton Thomas Private Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M. S. Howells & Co. and Peachtree Capital Corp. Outside of his advisory role, he serves as president of Morzelewski Investments Inc., a non-investment income passthrough entity. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and charitable entities. The firm provides discretionary portfolio management, financial planning, and expanded family office services, utilizing a range of investment strategies and platforms to meet client needs.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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")