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

Terrelle G

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Terrelle George is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he worked in roles at Frito Lay and Federal Freight LLC. Outside of his advisory role, he manages a real estate business in Irmo, SC, overseeing property managers. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Ryan G

CFP®, Series 63, Series 65

Columbia, SC

First Command Advisory Services

Ryan Gay is a CFP® professional with 15 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2011. In addition to his advisory role, he is an investor in a collectibles trading company where he occasionally provides business advice and support. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Daniel W

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Daniel Webster is a financial advisor with First Command Advisory Services in Columbia, SC. He holds Series 63 and Series 65 licenses and has over a year of experience within First Command’s affiliated firms. Webster has served in the United States Army since 2014. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Erika L

Series 66

Columbia, SC

First Command Advisory Services

Erika Lewis is a financial advisor at First Command Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked within multiple entities of the First Command organization as well as roles outside the financial industry, including at Omega Fi and Second Avenue Animal Hospital. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Kendall M

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Kendall Matthews is a financial advisor with First Command Advisory Services in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with First Command and its affiliated entities since 2013. Matthews serves as Treasurer for the Delta Sigma Pi Business Fraternity. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select managers and model portfolios from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Clifford M

Series 66

Columbia, SC

First Command Advisory Services

Clifford Mewborne is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He previously served in the US Army from 2015 to 2018 before beginning his financial services career with various entities within First Command. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios constructed from mutual funds, ETFs, managed fixed-income accounts, and third-party managers selected by a centralized investment team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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”)