Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael M
Series 66
Bend, OR
Kera Capital Partners
Michael Mc Cabe is a Series 66-licensed financial advisor at Kera Capital Partners with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021, as well as at McCabe & Totah, LLP. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored asset-allocation portfolios and acts as adviser to private pooled vehicles alongside wealth management accounts.
Jeffrey S
Series 65
Bend, OR
Kera Capital Partners
Jeffrey Spagnola is a financial advisor at Kera Capital Partners in Bend, Oregon, holding a Series 65 designation with one year of industry experience. Prior to joining Kera Capital Partners, he held positions at Salesloft Inc. and GeneMod, among others. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets through a multi-advisor platform with over $1.3 billion in assets under management. The firm utilizes a combination of fundamental and quantitative analysis to construct tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds.
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