Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Craig B
Series 66
Bellingham, WA
Private Advisor Group, LLC
Craig Brown is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 26 years of industry experience, including 15 years at LPL Financial. Outside of his primary advisory roles, he is involved with an independent investment advisory firm, Mariner Independent Advisor Network, and operates a small home-based business called My Place in Space. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.
Sara W
Series 66
Bellingham, WA
Private Advisor Group, LLC
Sara Wynne is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Mariner Independent Advisor Network and LPL Financial LLC. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of investment adviser representatives using multiple custodians, model strategists, and advisory programs.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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