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

Michael C

Series 63, Series 66

Rockville, MD

AtCap Partners, LLC

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, and Worden Capital Management LLC. Outside of his advisory work, he is employed part-time in a home health care company and serves as an officer of The Cassella Collective Corp. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading, utilizing a variety of investment vehicles and offering support services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Eric H

Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Eric Hilderbrand is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ceros Financial Services, Inc. since 2022 and previously spent 13 years at National Securities Corporation. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options, offering access to proprietary strategies, sub-advisors, and alternative investments.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Michelle H

ChFC®, Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Michelle Hoesly is a financial advisor at AtCap Partners, LLC with 47 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Ceros Financial Services, Inc. and operating as an independent registered investment adviser through Resource 1, Inc., where she provides discretionary money management and research. She also conducts motivational and industry speaking engagements. AtCap Partners offers investment management and financial planning to individuals, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and provides access to third-party asset managers and alternative investments through affiliated entities.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Anthony L

Series 66

Rockville, MD

AtCap Partners, LLC

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and four years of industry experience. He previously worked at National Securities Corp for five years and Ceros Financial Services, Inc. for four years. Outside of advisory work, he is the owner of a startup auto transport business, A+D All Day LLC, which is not currently operating. AtCap Partners serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities, providing investment management and financial planning. The firm uses a combination of analytical methods, including fundamental and technical analysis, and incorporates market-timing strategies alongside a variety of portfolio management approaches.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Sara G

Series 63, Series 66

Rockville, MD

AtCap Partners, LLC

Sara Galvin is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Ceros Financial Services, Inc. since 2020 and serves as office manager at Resource 1, Inc., where she is involved in administrative and compliance tasks. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing strategies, and offers access to alternative investments and affiliated private fund offerings.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Angela H

Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Angela Holland is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked with Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. in various compliance and advisory roles. In addition to her advisory work, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage with associated social media and podcast activities. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party asset managers, alongside back-office and compliance support for affiliated investment firms.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Matthew H

CFP®, ChFC®, Series 66

Rockville, MD

AtCap Partners, LLC

Matthew Hoesly is a CFP® and ChFC® with 20 years of industry experience, currently serving at AtCap Partners, LLC. He has held roles at Ceros Financial Services, Inc. and Resource 1, Inc. since 2008 and 2009, respectively. Outside of his advisory work, he is active in motivational speaking and volunteers as chair of the MDRT Foundation Finance Committee, overseeing investment reviews and contributing to member-focused programming. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of analytical methods, including fundamental and technical analysis, and integrates alternative investments and explicit market-timing strategies in client portfolios.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Brian C

Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Brian Cohen is a financial advisor at AtCap Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he is an owner of Big Ben Hunting, LLC, a boating business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
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")