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

Zackary M

CFP®, Series 66

Phoenix, AZ

Cetera

Zackary Marquez is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he is also active as a licensed insurance agent selling fixed insurance products and works as a Realtor with Remax Coastal Homes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with various program structures and access to third-party money 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

Zachary S

Series 66

Phoenix, AZ

Cetera

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in 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

Robert D

Series 66

Phoenix, AZ

Cetera

Robert Daugherty is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has worked at Renaissance Financial Corp and various insurance firms since 2021, and has also been affiliated with Cetera since 2023. Outside of advisory roles, he has experience as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio solutions, incorporating third-party managers and bespoke strategies 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

Kathryn R

Series 66

Phoenix, AZ

Cetera

Kathryn Riel is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked with Renaissance Financial and Minnesota Life, among others. She serves as a director for two nonprofit organizations, We're MOVING FORWARD!, which supports individuals affected by brain injury, and EPWNG, a women's networking group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through 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

Drake L

Series 66

Phoenix, AZ

Cetera

Drake Lane is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. His prior roles include positions at Minnesota Life Insurance Co and Securian Financial Services Inc. He is also involved with Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across numerous 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

Bridger J

Series 66

Phoenix, AZ

Cetera

Bridger Johnson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Co, among other firms. Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

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 R

Series 66

Phoenix, AZ

Cetera

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money 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

Dalton H

Series 66

Phoenix, AZ

Cetera

Dalton Herrington is a financial advisor at Cetera with 7 years of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial Services Inc. and Securian Financial Services Inc. in addition to his current roles at Cetera. Outside of advising, he is also involved with American Valet and has experience in fixed insurance product sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both 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

Isaac M

Series 66

Phoenix, AZ

Cetera

Isaac Montano is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has worked at Renaissance Financial and Minnesota Life, among other firms, and currently operates as a financial advisor offering securities, insurance, and advisory services. Montano is also active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports over 10,000 advisors and manages more than $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

Bailey D

Series 66

Phoenix, AZ

Cetera

Bailey Davis is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has worked at multiple firms within the financial services sector, including Renaissance Financial and Securian Financial Services. Davis also operates Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large national network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and custodial arrangements.

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

Hannah W

Series 66

Phoenix, AZ

Cetera

Hannah Weber is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of her advisory role, she serves as an assistant volleyball coach at Chandler Preparatory Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes 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

Gage H

CFP®, Series 66

Phoenix, AZ

Cetera

Gage Hough is a financial advisor at Cetera with eight years of industry experience and holds the CFP® and Series 66 credentials. He has worked at Renaissance Financial and Securian Financial Services Inc, among other firms. His other business activities include serving as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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

Nickolas K

Series 66

Phoenix, AZ

Cetera

Nickolas Kontz is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. His work history includes roles at Renaissance Financial and Minnesota Life Insurance Co. He is also engaged as an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money 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

Jensen S

Series 66

Phoenix, AZ

Cetera

Jensen Stine is a financial advisor with Cetera and holds a Series 66 designation. He has six years of industry experience and has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. In addition to his advisory role, he maintains a retail sales position with Nordstrom. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

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

John Mark P

Series 66

Phoenix, AZ

Cetera

John Mark Pothast is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securian Life Insurance Company and Northern Arizona University. He serves as Treasurer for The June Group, a nonprofit focused on community outreach for those affected by substance abuse, and holds leadership roles with the Phoenix Symphony Young Professionals Board and Kiwanis International Downtown Scottsdale Young Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across diverse 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

Sean M

Series 66

Phoenix, AZ

Cetera

Sean Montijo is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Cetera. He has held roles at Renaissance Financial and Securian Financial Services, among others. Outside of finance, he manages a team at Spellbound Entertainment Group, a dining and entertainment promotions company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple 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

Chad H

Series 66

Phoenix, AZ

Cetera

Chad Hayes is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of his advisory role, Hayes is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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")