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

John L

Series 66

Montgomery, TX

Centaurus Financial, Inc.

John Lefler is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at McLane Partners and Ken Ashworth & Associates. Outside of financial advising, he is the owner of Lefler Photography. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a combination of fundamental and technical analysis and both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

James S

Series 63

Montgomery, TX

Centaurus Financial, Inc.

James Schulmire is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Centaurus Financial since 2023. His prior experience includes roles at USA Financial Securities and National Planning Corporation. Schulmire also engages in life insurance sales through McLane Agency Inc., a business he has been involved with since 1978. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub‑accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

Todd M

Series 63

Montgomery, TX

Centaurus Financial, Inc.

Todd Mc Lane is a financial advisor at Centaurus Financial, Inc. with 44 years of industry experience. He holds a Series 63 designation and previously worked at USA Financial Securities and National Planning Corporation. He has been associated with The McLane Agency since 1977, which he operates for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

Frank M

Series 63

Montgomery, TX

Centaurus Financial, Inc.

Frank Mc Lane Jr. is a financial advisor with Centaurus Financial, Inc. and holds a Series 63 designation. He has 44 years of industry experience, including roles at USA Financial Securities and National Planning Corporation. He also operates The McLane Agency, which involves insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, corporations, and trusts. The firm offers a range of financial planning and portfolio management services, employing fundamental and technical analysis, with both discretionary and non-discretionary account options.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning 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 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")