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

George P

Series 63, Series 65

Lincoln, MA

Bts Asset Management, Inc.

George Platt III is a financial advisor at BTS Asset Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management serves individual, high-net-worth, and institutional clients, including pension plans and endowments. The firm offers discretionary portfolio management through various model portfolios and provides model recommendations as a sub-advisor to third-party platforms, utilizing both quantitative and fundamental analysis alongside proprietary technical indicators.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Mark B

Series 63, Series 65

Lincoln, MA

Bts Asset Management, Inc.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Isaac B

Series 63, Series 65

Lincoln, MA

Bts Asset Management, Inc.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Brian S

Series 66

Lincoln, MA

Bts Asset Management, Inc.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Henry P

Series 66

Lincoln, MA

Bts Asset Management, Inc.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Corey L

Series 66

Lincoln, MA

Bts Asset Management, Inc.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Brendan S

Series 63, Series 65

Lincoln, MA

Bts Asset Management, Inc.

Brendan Scarafone is a financial advisor at BTS Asset Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BTS Asset Management since 2016, following a one-year tenure at NYLife Securities, LLC and New York Life Insurance Company. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, including pension plans and endowments. The firm offers discretionary portfolio management using a blend of quantitative and fundamental analysis, employing proprietary technical indicators and tactical market-timing strategies alongside longer-term allocations.

Active portfolio management Concentrated stock management Passive / index 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 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”)