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

Katy L

Series 66

Mount Pleasant, SC

Equitable Advisors

Katy Lightburn is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Merrill, Bank of America, and Stifel Independent Advisors. Outside of her advisory work, she serves as a director for the Bond Chapel Foundation, where she consults on restoration and community presentation efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, institutions, and charitable organizations. The firm emphasizes matching clients to advisory program models and third-party asset managers, offering a range of investment options without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Reagan F

Series 66

Mount Pleasant, SC

Equitable Advisors

Reagan Fitzgibbons is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2024, Reagan worked at Wells Fargo Clearing Services and held roles at Surrey Bank & Trust and Turret Investment Management. Equitable Advisors serves a broad client base including individual, corporate, pension, and charitable clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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”)