Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Terrall J
Series 63
Carpinteria, CA
Planmember Securities Corporation
Terrall Janeway is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 28 years of industry experience. He has been with PlanMember Securities since 1998. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, while also providing education and support services to plan sponsors and participants.
Kevin T
Series 63, Series 66
Carpinteria, CA
Planmember Securities Corporation
Kevin Twohy is a financial advisor at Planmember Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Planmember since 2003. Outside of his advisory role, he is involved in marriage education and relationship workshops through businesses he founded and leads. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.
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