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

Carol C

Series 66

Reston, VA

Kestra Advisory

Carol Castillo is a financial advisor with Kestra Advisory in Reston, VA, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Marjon Management Advisors LLC, Valic Financial Advisors, and Itau Bank. She is also a registered representative for CURO Private Wealth, where she manages client relationships and supports financial planning and portfolio analysis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Vitale C

Series 63, Series 65

Reston, VA

Kestra Advisory

Vitale Christy is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, Christy held roles at Wells Fargo, Robinhood Markets, Inc., and Equitable Advisors. Outside of finance, Christy serves as President and CEO of Stray Dogs Studios, a production company managing all creative and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design and compliance testing, and access to a range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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 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")