Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brian A
Series 66
Troy, OH
GWN Securities Inc.
Brian Addis is a financial advisor with GWN Securities Inc. in Troy, Ohio, holding a Series 66 credential and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for three years before joining GWN Securities in 2019. In addition to advisory services, he is also involved in insurance sales, including accident, health, life, and VA insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical trading strategies in its portfolio management approach.
Stephen C
Series 66
Troy, OH
GWN Securities Inc.
Stephen Calvert is a financial advisor with GWN Securities Inc. in Beavercreek, Ohio, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Edward Jones and Cantella & Co., Inc. Outside of advisory work, he is the founder of Weftime Music, producing electronic dance music for mixing and recording. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, delivering advice via various managed-account programs and model portfolios.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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