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

Rebecca H

Series 63, Series 66

Timonium, MD

Kestra Advisory

Rebecca Hartnett is a financial advisor at Kestra Advisory with 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Morgan Stanley. She holds Series 63 and Series 66 credentials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including 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

Andrew H

CFP®, Series 66

Timonium, MD

Kestra Advisory

Andrew Harrell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked at Kestra since 2019 and has prior experience with Kestra Investment Services and Coastal Carolina University. Harrell is a member of the FPA of Maryland Board of Directors, where he participates in initiatives supporting the development of future industry professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment management, supporting large institutional clients and utilizing multiple 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
user avatar
firm logo

Joseph M

CFP®, Series 66

Timonium, MD

Kestra Advisory

Joseph Mills is a CFP® professional with three years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes working with BFG Financial Advisors and earlier roles in education at Towson University and Wallkill Valley Regional High School. Mills also holds responsibilities supporting investment operations within Kestra’s affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, and advisor-managed accounts, and manages approximately $79.8 billion in assets with a focus on large institutional clients.

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

Kobe B

CFP®, Series 66

Timonium, MD

Kestra Advisory

Kobe Bolanos is a CFP® professional with four years of industry experience, currently with Kestra Advisory. He has worked at Kestra Advisory and affiliated firms since 2021 and has prior experience at Armstrong Flooring, Under Armour, Stevenson University, Kohl’s, and Ruby Tuesday. Outside of advisory duties, he holds roles involving investment operations and registered representative activities at Kestra-related entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

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

Beth N

CFP®, Series 66

Timonium, MD

Kestra Advisory

Beth Nori is a CFP® professional with nine years of experience in financial advisory services. She currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously held roles at Red Oak Financial Group, LPL Financial LLC, and Brotman Financial. Her experience includes assisting lead advisors with client financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include 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
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 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”)