Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Karsyn B
Series 65
Hagerstown, MD
Carson Wealth
Karsyn Burker is a financial advisor at Carson Wealth with a Series 65 designation and four years of industry experience. Prior to joining CWM, LLC in 2026, Burker worked at Middletown Valley Bank and AC&T. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.
Ashley S
Series 63, Series 65
Hagerstown, MD
Carson Wealth
Ashley Sowers is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at M&T Bank and First Command Financial Planning. Outside of her advisory work, she serves as a co-leader for a local Girl Scout troop. CWM, LLC, where she is affiliated, is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and tailored investment solutions, supported by an Investment Committee that constructs and monitors portfolios using fundamental and technical analysis.
Shane H
Series 65
Hagerstown, MD
Carson Wealth
Shane Heizer is a financial advisor with Carson Wealth, holding a Series 65 license and six years of industry experience. Prior to joining Carson Wealth in 2020, he worked at Middletown Valley Bank for two years. He serves as a board member of the United Way of Washington County, MD. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored solutions and integrating custodial and technology partnerships.
John S
Series 63, Series 65
Hagertown, MD
Carson Wealth
John Saunders II is a financial advisor at Carson Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, LPL Financial, and Cornerstone Wealth. Outside of advisory work, he serves as treasurer for a homeowners association and is involved in life insurance sales and farmland rental operations. He is also affiliated with CWM, LLC, an SEC-registered investment adviser managing approximately $50.6 billion through a platform of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and incorporating various tailored portfolio solutions.
Alexis B
Series 65
Hagerstown, MD
Carson Wealth
Alexis Bush is a financial advisor at Carson Wealth with a Series 65 designation and four years of industry experience. Prior to joining Carson Wealth, Alexis held roles at Bowers Advisory Group and MVB Bank, and was a full-time student for nine years. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as Orion Custom Indexing and access to alternative investments.
Scott F
Series 63, Series 65
Hagerstown, MD
Carson Wealth
Scott Ford is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at firms including Cetera Advisor Networks, LPL Financial, and Cornerstone Wealth Management Group. Ford is involved in a variety of outside activities including authoring financial education materials, chairing the Four World International Institute, and volunteering with Eastern Panhandle Search & Rescue. CWM, LLC operates as an SEC-registered investment adviser with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions through partnerships and integrated custodial platforms.
Sevda Y
Series 65
Hagerstown, MD
Carson Wealth
Sevda Yakhuzova is a Series 65 credentialed advisor with Carson Wealth, bringing several years of experience in financial services and banking. She has held positions at Carson Wealth since 2023 and previously worked at Middletown Valley Bank and United Bank. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions through partner platforms and third-party sub-advisors.
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