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

Evan A

Series 66

Frisco, TX

Raymond James & Associates

Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mary D

Series 63, Series 65

Frisco, TX

Raymond James & Associates

Mary Davis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

David A

Series 63, Series 65

Frisco, TX

Raymond James & Associates

David Alford is a financial advisor with Raymond James & Associates in Frisco, TX, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Outside of finance, he owns a craft beer business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, relying on tailored, non-discretionary advice supported by extensive research and a variety of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jeremy S

Series 63, Series 66

Frisco, TX

Raymond James & Associates

Jeremy Silvas is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, UBS Financial Services, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he is involved in managing a household employer arrangement for his disabled son. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Natalie R

Series 63, Series 65

Frisco, TX

Raymond James & Associates

Natalie Rudis is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Outside of advising, she owns and operates Legally Bronzed by Nat, providing airbrush spray tans for clients in the Dallas-Fort Worth area. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting with a range of portfolio management styles, municipal advisory services, and solutions tailored through fact-finding and risk profiling.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Claudia W

Series 66

Frisco, TX

Raymond James & Associates

Claudia Wesson is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advising, she is a silent partner in a real estate business, DWC Real Estate LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Donna C

Series 66

Frisco, TX

Raymond James & Associates

Donna Chepenik is a financial advisor with Raymond James & Associates holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for seven years and InTouch Credit Union for three years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Michael T

Series 63, Series 66

Frisco, TX

Raymond James & Associates

Michael Thomason is a financial advisor at Raymond James & Associates in Frisco, TX, with 15 years of industry experience. He previously worked at Bank of America, Merrill, CUSO Financial Services, and InTouch Credit Union. Thomason holds Series 63 and Series 66 licenses. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning 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”)