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

Kathleen E

PFS™

Mt Pleasant, SC

Cetera

Kathleen Edwards is a financial advisor at Cetera with 2 years of industry experience and holds the PFS™ designation. She is also a partner and Director of Accounting and Tax at Arrow Advisory, where she leads the tax and accounting team, reviews income tax returns, and implements tax planning strategies. Her prior work includes roles at Avantax Advisory Services and NCGS, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and extensive 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

Jeffrey P

PFS™, Series 66

Mount Pleasant, SC

Cetera

Jeffrey Powell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at several firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he is the CEO of Arrow Advisory and volunteers with Canoeing for Kids, assisting with fundraising and program events. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary management, providing access to a variety of portfolio strategies 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

Kellie B

Series 66

Mount Pleasant, SC

Cetera

Kellie Bair is a financial advisor at Cetera with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Services, and 1ST Global Capital Corp. In addition to her advisory role, she is involved as a financial assistant at Arrow Advisory, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to third-party managers, discretionary and non-discretionary portfolio management, and retirement services, managing over $256 billion in assets.

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

Benjamin C

Series 66

Mount Pleasant, SC

Cetera

Benjamin Crane is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held positions at Avantax Advisory Services, Avantax Investment Services, and Arrow Advisory, LLC, where he also provides individual and business tax preparation, bookkeeping, payroll, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies 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

Michael B

Series 66

Mount Pleasant, SC

Cetera

Michael Bayless is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions with Avantax and Prudential Insurance Company of America. He also provides financial planning and wealth management services through Arrow Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party money managers and manages over $256 billion in assets across more than 10,000 advisors.

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")