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

Kathaleen M

Series 66

Greenville, SC

Newedge Advisors

Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kenneth B

Series 66

Greenville, SC

Newedge Advisors

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at NewEdge Securities, Raymond James & Associates, JMI Sports, and Peach Bowl Inc. Mr. Brace serves as Treasurer for the Greenville Clemson Club, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Graham H

Series 66

Greenville, SC

Newedge Advisors

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 credential. He has been working with NewEdge Advisors since 2026 and has prior experience at Sentinel Spark, The Citadel, and other firms. Outside of his advisory role, he has been involved with the Greenville Drive Baseball Team and Hogan Howle Enterprises. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and utilizes both in-house and third-party strategies supported by technology tools and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Emory H

Series 66

Greenville, SC

Newedge Advisors

Emory Hendrix Jr. is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the board of the Greenville Zoo Foundation, managing budgeting, financial reporting, and risk management. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services with multiple program structures combining in-house and third-party manager strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Anthony P

Series 63, Series 65

Greenville, SC

Newedge Advisors

Anthony Panuccio is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. He serves as a trustee of a family trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives, offering a range of portfolio management, financial planning, and consulting services combined with centralized manager due diligence and technology-enabled solutions.

Retirement plans for business owners (SEP, solo 401k) 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”)