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

Guy Q

Series 63

Lexington, KY

Raymond James Financial

Guy Quinn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding a Series 63 designation and 33 years of industry experience. He has been involved with Elevon Wealth Management since 2018 under a succession agreement, supporting client services in an independent contractor capacity. His work history includes long-term roles at Raymond James and Southwest Florida Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and municipal finance work through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Gyles H

CFP®, Series 66

Lexington, KY

Raymond James Financial

Gyles Headley is a CFP®-credentialed advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, with five years of industry experience. He has held roles at Raymond James Financial Services since 2020 and previously worked with the Mary Black Foundation. Headley serves as Vice President and board member for a nonprofit organization, where he is involved in board development and governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and maintains capabilities in municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jeffrey F

Series 63, Series 65

Lexington, KY

Raymond James Financial

Jeffrey Fields is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James Financial since 1999 and has also been involved with Central Investment Center Inc and Central Bank & Trust Co since 2002. Outside of finance, he co-writes books and participates in a podcast on life and faith through The Fields Brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal finance and SIMPLE IRA advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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”)