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

Ashley F

Series 66

Clifton Park, NY

Cetera

Ashley Filuta is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, she worked at several firms including Janney Montgomery Scott, LLC and Curran Wealth Management. Outside of her advisory roles, she operated a shop on Etsy called Designs By EmmyLou. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Kevin H

PFS™, Series 63

Clifton Park, NY

Cetera

Kevin Hedley is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license, bringing 25 years of industry experience. He has managed his own CPA firm, Hedley & Co, PLLC, since 1992, providing tax preparation and accounting services, and serves as a treasurer for the Friends of Saratoga Battlefield non-profit organization. He is also a member of the community advisory board for Saratoga National Bank & Trust and a volunteer board member for the American Red Cross. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with assets under management exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Joel B

Series 63, Series 66, Series 65

Clifton Park, NY

Cetera

Joel Bennett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera, Bennett worked at multiple firms including Eqis Capital Management and Mount Yale Investment Advisors. He is also a staff accountant at Hedley & Co., PLLC Certified Public Accountants. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and provides advisors with access to multiple investment strategies across discretionary and non-discretionary platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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")