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

Brayden S

Series 66

Marietta, OH

Maridea Wealth Management

Brayden Sallee is a financial advisor at Maridea Wealth Management in Marietta, Ohio, with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. His background also includes experience outside of finance in education and logistics. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a multi-advisor team managing nearly $2 billion in assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by approved AI tools and coordinated financial services across affiliated entities.

Founder/Business Owner
user avatar
firm logo

Dustin B

Series 66

Marietta, OH

Maridea Wealth Management

Dustin Becker is a financial advisor with Maridea Wealth Management in Marietta, Ohio, holding a Series 66 license and four years of industry experience. He previously worked at LPL Financial LLC and has a background in insurance with Dietz, Futrell & Walters Insurance Inc. Becker is involved with Maridea Insurance Company LLC alongside his advisory role. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, supplemented by selective use of individual securities or sub-advisers and incorporates AI tools under human supervision to enhance its services.

Founder/Business Owner
user avatar
firm logo

Stacey B

Series 63

Marietta, OH

Maridea Wealth Management

Stacey Brooks is a financial advisor with Maridea Wealth Management, holding a Series 63 credential and bringing 29 years of industry experience. Her prior firms include LPL Financial LLC and Cetera Advisors LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, Ohio, participating in decisions regarding local water and sewer systems. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term focus and integrates insurance and tax planning services via affiliated entities.

Founder/Business Owner
user avatar
firm logo

Rickie W

Series 63

Marietta, OH

Maridea Wealth Management

Rickie Walters is a financial advisor at Maridea Wealth Management with 37 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Cetera Advisors. Outside of advisory services, he is involved in insurance brokerage through Dietz, Futrell & Walters. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in client assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with a primarily long-term investment approach.

Founder/Business Owner
user avatar
firm logo

Keith T

Series 63, Series 66

Marietta, OH

Maridea Wealth Management

Keith Thieman is a financial advisor at Maridea Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Outside of his advisory role, he is also licensed as a non-variable insurance agent. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, applying a primarily long-term investment approach supported by AI tools and affiliated tax and insurance services.

Founder/Business Owner
user avatar
firm logo

Michael A

Series 66

Marietta, OH

Maridea Wealth Management

Michael Anthony is a financial advisor with Maridea Wealth Management in Marietta, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC and Cetera Advisors LLC, as well as involvement in the family insurance agency, Dietz Futrell & Walters Insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in assets across a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs AI tools under human oversight to support its investment and administrative processes.

Founder/Business Owner
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”)