Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William S
Series 65
Alpharetta, GA
Howard Capital Management, LLC
William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.
Brandon M
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.
Michael R
Series 63, Series 65
Alpharetta, GA
Howard Capital Management, LLC
Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.
Steven M
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.
Brian B
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Brian Boles is a financial advisor at Howard Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LoneStarOne Financial Strategies and involvement with golf and social clubs such as Red Feather Golf & Social Club and Mountain Brook Golf Club. He has also worked in various educational institutions from 2016 to 2025. Outside of financial advising, he is involved in non-variable insurance sales and has service roles with golf and social clubs. Howard Capital Management serves a diverse clientele including individual and institutional investors and offers discretionary portfolio management, private wealth services, and advisory arrangements. The firm’s investment approach incorporates proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs.
Carlos P
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.
Coleton S
Series 65, Series 63
Alpharetta, GA
Howard Capital Management, LLC
Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.
Zachary S
Series 63, Series 65
Alpharetta, GA
Howard Capital Management, LLC
Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.
Kramer S
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.
Daniel A
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.
Eric N
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Eric Nyquist is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Northern Lights Distributors, LLC, Davey Tree Experts, Sungrade Solar, Class Leasing, J.D. Mellberg, and The Piedmont Group of Atlanta. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in its tactical investment approach and offers a range of participant tools, private wealth services, and sub-advisory support for mutual funds and ETFs.
Caden P
Series 63, Series 66
Alpharetta, GA
Howard Capital Management, LLC
Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.
Hayden G
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.
Graham T
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.
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