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

Chase A

Series 66

Dallas, TX

Cetera

Chase Awalt is a financial professional with 20 years of industry experience, currently with Cetera. He has held roles at Martin Financial Group since 2006 and has been associated with Cetera and its affiliates since 2023. Awalt maintains a Series 66 designation and is based in Dallas, TX. He also serves as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and significant assets under management.

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

Garrett L

Series 66

Dallas, TX

Cetera

Garrett Lamusga is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His career includes roles at Cetera Wealth Services, Securian Financial Services, and various mortgage and automotive companies. Outside of his primary advisory work, he is involved in several financial services businesses, including ownership and financial professional positions at entities such as The LaMusga Company and Martin Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a network of independent advisors with access to a range of investment strategies and custodial relationships.

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

Zachary M

Series 66

Dallas, TX

Cetera

Zachary Martin is a financial advisor with Cetera, holding a Series 66 designation and over 11 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and was previously with Securian Financial Services for 10 years. Martin is also the owner of Martin Financial Group, a financial services business he has operated since 2011. Outside of his advisory role, he manages a fitness-focused Instagram account where he shares his fitness journey and advice. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform that includes both affiliated and third-party investment strategies.

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

Daxton M

Series 66

Dallas, TX

Cetera

Daxton Martin is a financial professional with 21 years of experience, currently with Cetera in Dallas, TX. He holds a Series 66 designation and has worked at Martin Financial Group since 2004, alongside prior roles at Securian Financial Services and Minnesota Life Insurance Company. He is also involved as an agent/broker in fixed insurance sales and is a member of MFG LLC, a business related to expense management for financial services compensation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party managers. The firm supports a variety of program options, combining discretionary and non-discretionary authorities across many custodial relationships.

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

Michael A

Series 63, Series 66

Dallas, TX

Cetera

Michael Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with multiple firms including Minnesota Life Insurance Company and Securian Financial Services Inc. Outside of finance, Anderson owns and coaches at Three Embers Grappling Academy, a martial arts gym, and serves as a volunteer coach for Jiu Jitsu and fitness classes. He is also the treasurer of the We Defy Foundation, a nonprofit supporting combat disabled veterans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management solutions, combining affiliated and third-party strategies to accommodate various investment approaches and account structures.

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 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”)