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

Girish N

CFA®, Series 63, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Girish Navare is a CFA® charterholder and financial advisor with 10 years of industry experience. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America and Morgan Stanley. Outside of his advisory role, he serves as Director of Investment Strategies at Eagle Harbor Advisors and is a part-owner of Eagle Harbor Insurance, offering fixed insurance solutions. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm provides a range of advisory, planning, and investment management services, supporting advisor decision-making with access to both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Robert Y

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Robert Yevchak is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a senior vice president at Liberty Wealth Solutions, an independent RIA, and is involved as an owner and member in several real estate-related LLCs. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

David R

CFP®, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

David Riggenbach is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Edward Jones for nine years. Outside of his advisory role, Riggenbach is an elected council member for the Village of Whitehouse. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to multiple platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Charles P

CFP®, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Charles Palmer IV is a CFP® professional with 21 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns TIGHT LINES FINANCIAL MANAGEMENT LLC, which involves income distribution activities unrelated to investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services while supporting independent advisor decision-making with access to various platforms and both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Randall K

CFP®, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Randall Klaiber is a CFP® with 17 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Klaiber is the owner of TIGHT LINES FINANCIAL MANAGEMENT LLC, a tax entity unrelated to securities trading. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and financial planning services while supporting independent advisor decision-making with access to various investment platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Lynn F

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Lynn Faust is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Raymond James & Associates. Faust is the owner of Faust Wealth Management and serves on the board of the Greenville Tech Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, offering services to individuals, retirement plans, charitable organizations, corporations, and other entities. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and access to various investment platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jason B

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Jason Buckley is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Kestra in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner and Director of Client Experience at Provista Wealth Advisors and serves as Vice President of the Board for Mitchell Road Sports Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple platform options and supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Keith B

CFP®, Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Keith Brandt is a CFP® with 42 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has worked at Kestra Investment Services, LLC since 2014 and Kestra Private Wealth Services since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch in Absarokee, MT, where he raises and sells hay and cattle. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment and advisory solutions, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting independent advisor decision-making with both in-house and third-party managed options.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Grant W

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Grant Withers is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Theodore H

CFP®, Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Theodore Horowitz is a CFP® professional with over 31 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021. Prior to that, he worked at Ameriprise Financial Services, Inc. for nine years. Horowitz is the managing partner of TELA Holdings, LLC, operating under Bull and Bear Wealth Management, where he is involved in day-to-day operations and sales. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering a range of investment management and financial planning services.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Bridget T

CFP®, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Bridget Tetak is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having previously spent nine years with Bank of America and Merrill. Tetak serves on the boards of Transitions, Inc., a domestic violence shelter, and Bethesda Care System, a healthcare organization, and chairs a committee for the Zanesville Kiwanis Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Ashley A

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Ashley Ament is a financial advisor at Kestra Private Wealth Services, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill Lynch Bank of America. Outside of her advisor role, she is a co-founder and owner of Ascend Private Wealth Management, a wealth management business based in Scottsdale, AZ. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of advisory, financial planning, and retirement services with access to both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Robert S

CFP®, Series 65, Series 63

Austin, TX

Kestra Private Wealth Services, LLC

Robert Searle III is a CFP® professional with 11 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His career includes roles at Citizens Securities, Inc., CITIZENS Bank, and Santander Securities LLC. He is also the managing partner of Northeast Investment Group, where he provides financial planning and investment management services. Kestra Private Wealth Services, LLC serves a diverse client base, including individual and institutional clients, offering advisor-managed portfolios, financial planning, and specialized programs such as retirement plans and private fund placement. The firm utilizes both discretionary and non-discretionary investment approaches across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Nadia D

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Nadia Dickinson is a wealth advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Kestra since 2014 and operates under the DBA Dickinson Graham Capital Management, providing investment advisory services through an independent RIA. Outside of her advisory role, she is involved in nonprofit work focused on animal welfare, serving as secretary and treasurer of the Alicia Dickinson Memorial Foundation and as secretary and founder of CATS ON PAWTROL, a charity dedicated to trap, neuter, and return programs for feral cats. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan consulting, supporting advisors with multiple investment platforms and both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Benjamin B

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Benjamin Belanger is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he worked at Ameriprise Financial Services, Inc. from 2016 to 2021. He is also the managing partner of Bull and Bear Wealth Management and serves as the financial director on the board of Arizona Baseball Club. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and investment solutions across multiple platforms, including discretionary and non-discretionary portfolio management, with capabilities spanning traditional and alternative investments.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
firm logo

Dylan S

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Dylan Stafford is a financial advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their long-term financial goals. Dylan works closely with clients to develop flexible strategies that consider their unique financial situations and priorities, leveraging investment insights from Merrill and banking services through Bank of America. His areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, women and wealth, and retirement income. Dylan holds a Bachelor's Degree from the California State University System and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional commitments, Dylan values family life as a loving husband and father. He participates in community volunteer activities in line with the Merrill tradition and enjoys personal interests such as golfing, running, soccer, traveling, and watching movies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business Liquidity event planning Founder/Business Owner Executive Retired Women Professionals Women's Finance Parents
user avatar
firm logo

Adam S

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Adam Steen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Kestra in 2024. Outside of his advisory role, Steen manages a working farm and oversees agricultural operations. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

David M

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2023. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment, and is CEO of Thriving Asset Management. Kestra Private Wealth Services serves a diverse clientele including individual investors, retirement plans, and institutional entities, offering a range of advisory services and investment platforms that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Benji M

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Benji Mcleod Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes nine years at Bank of America and Merrill. Outside of financial advising, he owns a local meat market grocery store in Perry, GA. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and retirement plan services while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Eugene M

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Eugene Mccarthy III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and over 27 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Kestra in 2019. Outside of his advisory role, Mccarthy serves as president of Candlelighters of Brevard and is involved in philanthropic activities related to education and community support. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios with access to both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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")