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

Nicholas S

Series 66

Columbia, SC

Commonwealth Financial Network

Nicholas Shiver is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Calmwater Advisors, Wallick Investments, Park Avenue Securities, and Guardian Life Insurance Company. He has also been involved with the Roman Catholic Diocese of Charleston. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

William S

Series 66

Columbia, SC

Commonwealth Financial Network

William Spires is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Columbia, SC, where he has worked for 15 years. He also serves as Vice President and Co-Owner of CalmWater Advisors, LLC. Spires has 13 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser with a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jacob M

Series 66

Columbia, SC

Commonwealth Financial Network

Jacob Mc Clary is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he worked in education, including roles at the University of South Carolina and several local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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”)