Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tex J
Series 66
Billings, MT
Cetera
Tex Janecek is a financial advisor with Cetera, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Cetera, Tex worked at First Financial Equity Corporation for 13 years. Outside of his advisory role, he is a board member of the Montana Safari Club, a nonprofit organization focused on wildlife conservation and hunter education. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a range of discretionary and non-discretionary program structures.
Steven R
Series 63, Series 65
Billings, MT
Cetera
Steven Rundle is a financial professional with 40 years of industry experience, currently affiliated with Cetera. His prior roles include tenures at UBS Financial Services and First Financial Equity Corporation. He is also associated with FFEC Wealth Partners, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, operating a multi-manager platform with various program structures and custodial relationships.
Megan S
Series 66
Billings, MT
Cetera
Megan Smith is a financial professional with Cetera, holding a Series 66 credential and seven years of industry experience. She has worked with multiple firms, including Sitzman Bonner Wealth Management Group and First Financial Equity Corporation. Outside of her advisory work, she is involved in health and wellness product sales as a distributor for AdvoCare and in the beauty industry with Limelife by Alcone. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors.
Rachel B
Series 66
Billings, MT
Cetera
Rachel Bonner is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has worked with several firms including Morgan Stanley, First Financial Equity Corporation, and currently leads her own entities such as The Savvy Wealth Planners and Sitzman Bonner Wealth Management. Outside of advising, she serves as a board member for Aspens Angels Grief Recovery and has involvement in local media appearances with her husband. Cetera is an SEC-registered adviser delivering financial planning, portfolio management, and retirement services through a large network of independent advisors nationwide. The firm supports a wide range of clients including individuals, employer-sponsored plans, and institutional accounts, offering diverse investment programs and multi-manager platform options.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters