Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jared F
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Jared Foote is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WealthPoint Advisors and New York Life. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing internally developed and third-party model portfolios, and offers client-facing technology including consolidated performance reporting and real-time account access.
Thomas H
Series 63, Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alphastar Capital Management and Brookstone Capital Management. Hayes serves as a board member for the Prepare Institute, a nonprofit organization where he also teaches retirement classes. Milestone Asset Management provides discretionary asset management and financial planning to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs a combination of tactical and strategic investment approaches using both proprietary and third-party model portfolios.
Thomas H
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a Series 65 credentialed financial advisor with Milestone Asset Management, LLC, based in Kokomo, IN. He has two years of industry experience and has held multiple roles at Milestone along with prior positions at the University of Tampa and other organizations. Milestone Asset Management, LLC offers discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches utilizing both proprietary and third-party models, and provides clients with technology solutions for real-time account access and comprehensive performance reporting.
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