Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Evan D
Series 66
Porterville, CA
Private Advisor Group, LLC
Evan Dockter is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Private Advisor Group, he worked at LPL Financial LLC and operated Dockter Media Inc. He has experience as a self-employed professional dating back to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.
Mark S
Series 63
Porterville, CA
Private Advisor Group, LLC
Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. He serves as president of Friends of Silverlake, LLC, a community organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.
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