Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Morey W
Series 63, Series 65
River Falls, WI
Cetera
Morey Wade is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Cetera in 2024, he spent 20 years at PNC. Wade also operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.
Thomas B
CFP®, Series 63
River Falls, WI
Cetera
Thomas Brown is a financial advisor with Cetera, holding CFP® and Series 63 credentials and over 44 years of industry experience. His career includes roles at Brown Financial, LLC; Advicelink Financial Advisors; North Star Consultants, Inc.; and Securian Financial Services. He is also an owner of Brown Financial, LLC and involved with North Star Resource Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters