Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas S
CFP®, Series 63
Charlotte, NC
Kestra Advisory
Thomas Sowers is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Kestra Advisory and has prior experience at Dimensional Fund Advisors. Outside of his advisory role, he also works as an independent contractor dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Jonelle A
Series 66
Charlotte, NC
Kestra Advisory
Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.
Nicholas C
Series 65
Charlotte, NC
Kestra Advisory
Nicholas Cerullo is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His work history includes roles at RBMuha, Morgan Stanley, and E*Trade Securities LLC. Prior to his advisory career, he held positions in the hospitality industry and various educational institutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets.
Brandyn S
CFP®, Series 63, Series 66
Charlotte, NC
Kestra Advisory
Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.
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