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

Jeffrey S

Series 63, Series 65

Wooster, OH

&PARTNERS

Jeffrey Swartzentruber is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 35 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He also owned Swartzentruber Wealth Management LLC, through which he managed his business operations as an independent advisor prior to joining &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and comprehensive financial services using a combination of proprietary, third-party, and model portfolio strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Brenda K

Series 66

Wooster, OH

&PARTNERS

Brenda Kruit is a financial advisor at &PARTNERS with a Series 66 designation and has been in the industry since 2025. Prior to joining &PARTNERS, she worked in insurance and manufacturing roles, including six years at Distefano Insurance and positions at Shearer's and United Conveyor Company. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services, utilizing a range of analytical methods and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Cody H

Series 66

Wooster, OH

&PARTNERS

Cody Huth is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Advisors. Outside of advisory work, he serves as a football official for the Ohio High School Athletic Association and is a boys basketball coach at Dalton Local Schools. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, and operates under dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Logan S

Series 63, Series 65

Wooster, OH

&PARTNERS

Logan Swartzentruber is a financial advisor at &PARTNERS with five years of industry experience. He previously worked at Wells Fargo Advisors and Thrivent Investment Management Inc. Outside of his advisory role, he serves as an assistant golf coach at Dalton High School. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches.

Wealth management Equity compensation tax strategy Retirement income strategy 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 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”)