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

Steven S

Series 63, Series 65

Phoenix, AZ

Cetera

Steven Steinbruegge is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Renaissance Financial and Minnesota Life Insurance Company. He is also involved in entrepreneurial activities as an owner and member of several LLCs outside of his advisory role. Cetera Investment Advisers LLC 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 range of investment program options and manages over $256 billion in assets through a network of 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
user avatar
firm logo

Hailey S

Series 66

Phoenix, AZ

Cetera

Hailey Schmitt is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. Prior to joining Cetera, she worked at McCormick Ranch Golf Club and has also been affiliated with Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad 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 large network of independent advisors and provides multiple program options including model portfolios, third-party managers, and bespoke 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

Makayla Z

Series 66

Phoenix, AZ

Cetera

Makayla Zubal is a financial professional at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in financial advisory roles since 2025. Prior to her current role, her background includes positions outside the financial sector at institutions such as Arizona State University and Family First Intervention. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes 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

Alyssa R

Series 66

Phoenix, AZ

Cetera

Alyssa Rosenberg is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Govig & Associates and held roles related to financial services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various investment models 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

Ethan T

Series 66

Phoenix, AZ

Cetera

Ethan Thomas is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2025. Prior to his financial services career, he held positions in various industries including waste management and education. Thomas is also associated with Renaissance Financial as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various 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

Kelley S

Series 66

Phoenix, AZ

Cetera

Kelley Sullivan is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company, among others. Sullivan is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options 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 K

Series 66

Phoenix, AZ

Cetera

Zachary Kock is a financial advisor at Cetera with less than one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Cetera network since 2025. Outside of his advisory role, he is involved as a valet attendant and serves as the director of club development for the Grand Canyon University Financial Planning Club, where he helps plan events to connect students with career resources. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management, financial planning, and consulting services through a nationwide 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

Cooper L

Series 63, Series 65

Phoenix, AZ

Cetera

Cooper Langston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of finance, he assists with events and art installations for his family’s Grace Renee Gallery. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a large network of independent advisors and 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

Drew P

Series 66

Phoenix, AZ

Cetera

Drew Patnode is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has experience working in education and athletics, including roles at Arizona State University, Mountainside Highschool, and Highland Park Middle School. Outside of his advisory work, he has been involved with Varsity Tavern since 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various 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

Spencer V

Series 66

Phoenix, AZ

Cetera

Spencer Van Den Broeke is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 credential and has previously worked at Renaissance Financial and various other firms in non-financial roles. He is also associated with Renaissance Financial Corporation as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors using 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

Ella M

Series 66

Phoenix, AZ

Cetera

Ella Moore is a financial advisor with Cetera, holding a Series 66 designation and based in Phoenix, AZ. She has one year of industry experience, having worked at Cetera Investment Advisers, Cetera Wealth Services, and Renaissance Financial. Outside of her advisory roles, she has experience working at several golf courses. 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. 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, supporting various investment strategies and 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

Carter K

Series 66

Phoenix, AZ

Cetera

Carter Koranda is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Renaissance Financial. His background includes roles outside finance, such as positions at Skyline Country Club and educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account 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

Sarahy G

Series 66

Phoenix, AZ

Cetera

Sarahy Gonzalez Gonzalez is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at JP Morgan Chase and Northern Arizona University. Outside of her advisory role, she works as a server at Plaza Bonita, a restaurant in Prescott Valley, AZ. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures 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

Jonah P

Series 66

Phoenix, AZ

Cetera

Jonah Puschinsky is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with several firms, including JR Capital and Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing 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

Rebecca G

Series 66

Phoenix, AZ

Cetera

Rebecca Gandolfi is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked with Cetera and its associated networks since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through 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

Benjamin A

Series 66

Phoenix, AZ

Cetera

Benjamin Antoniades is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including North Star Resource Group and Wealth Navigation Advisors. He is also involved with Renaissance Financial, a financial services business where he serves as a financial advisor. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various 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

Eva S

Series 66

Phoenix, AZ

Cetera

Eva Schmidt is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her background includes various roles across multiple businesses and educational institutions, including Arizona State University and several retail and food service enterprises. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to both affiliated and 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

Christopher J

Series 66

Phoenix, AZ

Cetera

Christopher Janes is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. He has worked with Renaissance Financial since 2021 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of his advisory role, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures 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

Devin F

Series 66

Phoenix, AZ

Cetera

Devin Fincher is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles in property management, hospitality, and education. Fincher is also affiliated with Renaissance Financial, providing financial advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform combining affiliated and third-party 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

Thomas W

Series 66

Phoenix, AZ

Cetera

Thomas West is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked at various firms including Michael Salomon CPA and multiple fitness-related companies. He is also associated with Renaissance Financial as a financial advisor. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and 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

Ty R

Series 66

Phoenix, AZ

Cetera

Ty Robinson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational positions at Northern Arizona University, Basha High School, and Payne Junior High School. Outside of finance, he is involved with The Northern Pines Restaurant. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and provides access to both affiliated and 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

Marin M

Series 66

Phoenix, AZ

Cetera

Marin Masters is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Marin has held roles in various organizations including Renaissance Financial and The Ironman Group, where Marin works as a merchandise sales representative involved in race event operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple program platforms with both discretionary and non-discretionary 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

Kyle S

Series 66

Phoenix, AZ

Cetera

Kyle Stewart is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he worked in the food service industry and held various roles including positions at NiMarcos Pizza and Pita Jungle. He is currently affiliated with Renaissance Financial Corporation as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services for individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary account 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

Cameron I

Series 66

Phoenix, AZ

Cetera

Cameron Imwalle is a financial professional at Cetera with Series 66 credential and less than one year of industry experience. His prior work includes roles at Northern Trust and LIQD Investments, and he is also involved in sales at Casa Bonita Rentals, a student housing business. Cetera Investment Advisers LLC is a large SEC-registered firm offering a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers with various portfolio and 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

Dominic F

Series 66

Phoenix, AZ

Cetera

Dominic Fiorito is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside of financial advising, his background includes roles in diverse fields such as winery operations and education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management services and program options, leveraging affiliated and third-party managers to provide tailored 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

Brandon K

Series 66

Phoenix, AZ

Cetera

Brandon Kron is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera and its affiliates since 2024 and previously held roles at Amerifirst Financial and the University of Arizona Eller College of Management. Kron also serves as a financial advisor at Renaissance Financial, providing asset management and financial services. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke 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

Isaac O

Series 66

Phoenix, AZ

Cetera

Isaac Olson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. He has worked with multiple entities within the Cetera network since 2023. Outside of his advisory role, he works as a bartender at Firerock Country Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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

Jack W

Series 66

Phoenix, AZ

Cetera

Jack Weiss is a Series 66-credentialed financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, he held roles at Renaissance Financials and has been involved with Gainey Ranch Golf Club as an outside service attendant. Beyond his advisory work, he has experience in the golf club industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 that supports both discretionary and non-discretionary 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

Jackson W

Series 66

Phoenix, AZ

Cetera

Jackson Wichern is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of advising, he is involved with member services at the Arizona Country Club and also works as a food delivery driver for Uber. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers and customizable portfolio 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

Carson B

Series 66

Phoenix, AZ

Cetera

Carson Boyll is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he held roles at LPL Financial and various other companies outside the financial sector. He has attended Arizona State University and worked in education and service positions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and a variety of program structures 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

Bryce Z

Series 66

Phoenix, AZ

Cetera

Bryce Zinn is a financial advisor at Cetera in Phoenix, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the Valley Of The Sun Jewish Community Center and teaching positions at the University of Arizona, Chaparral High School, and Cocopah Middle School. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform utilizing 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

Hailey B

Series 66

Phoenix, AZ

Cetera

Hailey Beal is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and previously worked at Tarantino Wealth Management. Beal is also associated with Renaissance Financial, where she provides financial services. 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 range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $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

William A

Series 66

Phoenix, AZ

Cetera

William Adkisson is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and affiliated entities since 2024. Outside of financial services, he works as a tennis professional providing instruction at the Arizona Country Club. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

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”)