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

Andrea H

Series 66

Warrensburg, MO

Cetera

Andrea Houseworth is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has worked with Murdock Banner Financial Group LLC and Cetera Advisors LLC in various capacities since 2013. Outside of her advisory role, she serves on the advisory board of the University of Central Missouri's Finance Department and is a member of local military and community committees in Warrensburg, MO. Cetera Investment Advisers LLC is a nationwide 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 multi-manager platform with access to 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

Craig C

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Craig Coen is a financial advisor at Cetera with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Coen is co-owner and financial planner at Murdock Banner Financial Group LLC and serves on the Board of Directors for the University of Central Missouri Alumni Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services through a multi-manager platform that includes affiliated and third-party strategies, serving 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

Charles A

CFP®, Series 66

Warrensburg, MO

Cetera

Charles Appleton is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 15 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also co-owner of Murdock Banner Financial Group LLC. Outside of finance, he is a musician, performing as a rhythm guitarist and background vocalist in the Travis Gibson Band. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform with various 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
user avatar
firm logo

Seth P

CFP®, ChFC®, Series 63, Series 66

Warrensburg, MO

Cetera

Seth Petsch is a financial advisor with Cetera, holding CFP® and ChFC® designations, and has 12 years of industry experience. He has worked at Cetera Advisors LLC since 2014 and is co-owner of Murdock Banner Financial Group LLC. Outside of his advisory roles, Petsch serves as a co-pastor at Pillar Church in Warrensburg, MO, and is a board member of The Gathering Coffee House, a local ministry. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform through a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing 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

Katy C

Series 66

Warrensburg, MO

Cetera

Katy Carter is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. She has worked with several firms including Murdock Banner Financial Group, where she serves as a financial professional. In addition to her advisory role, she is also a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform providing access to various portfolio management options, supported by a large network of advisors and extensive 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

Bram R

Series 66

Warrensburg, MO

Cetera

Bram Roden is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has been affiliated with various Cetera entities since 2021. Outside of his advisory role, he serves as a board member for Warrensburg Main Street, a nonprofit organization, and is also a notary. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving 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 includes both affiliated and third-party 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

Carla C

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Carla Curry is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 21 years of industry experience. She has been associated with Cetera and related entities since 2016. Outside of her advisory work, she serves on several committees at First Christian Church in Sedalia, MO, including roles on the fellowship, capital campaign, and endowment fund committees. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple 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
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”)