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

Austin S

Series 66

Madison, WI

Cetera

Austin Streeper is a financial advisor with Cetera in Madison, WI, holding a Series 66 license and having 16 years of industry experience. His prior work includes roles at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of advisory work, he serves on the board of The Canopy Center and participates in local community outreach through 100 Men of Dane County. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

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

Kayla N

Series 66

Madison, WI

Cetera

Kayla Nikula is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She has worked at firms including North Star and Securian Financial Services Inc. Outside of advising, she serves as president of the Argyle Community Parks Foundation, a nonprofit focused on fundraising and developing playground equipment. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, blending discretionary and non-discretionary strategies executed through multiple program structures 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

Maximilian M

Series 66

Madison, WI

Cetera

Maximilian Murphy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at several firms including Milhaus and Premier Financial Partners prior to his current role. Murphy is also involved with North Star Resource Group, which provides life insurance, securities, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, managing over $256 billion in assets through a large network of independent advisors.

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

Matthew B

Series 66

Madison, WI

Cetera

Matthew Bellin is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including North Star Resource Group and Securian Financial Services. Bellin is also an owner of EB Capital Management and Bellin IRA LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated 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

Thomas H

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Thomas Haunty is a CFP® and ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera and has held long-term roles at Minnesota Life Insurance Company, Securian Financial Services, Inc., and C.R.I. Securities, Inc. Haunty serves on the boards of several nonprofit organizations, including Alex Haunty's Theater and Arts Fund and Inspiring Hope Ministries Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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

Stacey W

Series 63, Series 66

Madison, WI

Cetera

Stacey Washa is a financial professional with Cetera in Madison, WI, holding Series 63 and Series 66 designations and over nine years of industry experience. She has held roles at multiple firms including North Star Resource Group and Securian Financial Services. Outside of her advisory work, she is involved in the recreational sport community as a director of Mad City Cornhole, LLC and serves as a state and regional director for the American Cornhole League. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

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

Douglas W

ChFC®, Series 63, Series 65

Madison, WI

Cetera

Douglas Weisenberger is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he worked extensively with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Outside of his advisory role, he is involved as an agent/broker with North Star Consultants and is a co-owner of BDYZNBRGR, LLC, a real estate business focused on property development. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment services through a multi-manager platform, allowing advisors to use model portfolios, third-party managers, or custom strategies across multiple program structures 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

Brian H

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Brian Hensen is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Company. He is a member of the community organization 100 Men of Dane County and owns Lost Grove LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers flexible portfolio management options through a multi-manager platform with a range of discretionary and non-discretionary program structures.

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

Joshua E

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Joshua Evenson is a financial advisor at Cetera with 29 years of experience. He holds the CFP® and ChFC® designations and has worked with firms including Securian Financial Services and North Star Consultants. He is also involved in advisory and financial services through his own entities, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a broad range of portfolio management and consulting services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized 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

Maxwell D

Series 66

Madison, WI

Cetera

Maxwell Dowdy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including North Star Resource Group and Minnesota Life Insurance Co. Dowdy also engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and advisory services through a national network of advisors.

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

Elizabeth W

Series 63, Series 66

Madison, WI

Cetera

Elizabeth Witzel is a financial professional with 12 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations. Her work history includes tenures at Cetera Wealth Services, North Star Consultants, and multiple financial services firms. Outside of her advisory role, she volunteers with Cure Local, a nonprofit organization involved in local charitable giving. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning services, and multiple program structures under discretionary and non-discretionary authorities.

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

Greg H

Series 63, Series 66

Madison, WI

Cetera

Greg Halat is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with several firms including North Star Consultants, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory roles, he serves as co-chair of the golf committee at Blackhawk Country Club in Madison, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across various program structures.

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

Matthew S

ChFC®, Series 66

Madison, WI

Cetera

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. He has worked at firms including North Star Resource Group and Securian Financial Services Inc. Outside of advising, he serves on the advisory board of the Notre Dame Club of Madison. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

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”)