Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tyler W
Series 65, Series 63
Liberty Hill, TX
Raymond James Financial
Tyler Ware is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Woodmen Financial Services, Inc. and Texas State University. Outside of his advisory role, he is also an insurance agent with Oak Crest Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.
Brian V
Series 63
Liberty Hill, TX
Raymond James Financial
Brian Vance is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and bringing 42 years of industry experience. He previously served at Travis County Emergency Service District #5 from 2015 to 2016. Outside of his advisory role, Vance is a Finance and Investment Committee member for the Ben Hur Shrine nonprofit and serves as a subject matter expert on the FINRA Continuing Education Content committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Sarah C
Series 66
Liberty Hill, TX
Raymond James Financial
Sarah Coombes is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to her financial services career, she worked for the Palatine Police Department for five years and has held various roles in hospitality and retail. She is also associated with Oak Crest Financial, a non-investment related support company based in Liberty Hill, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and comprehensive service programs. The firm is known for its municipal advisory affiliation and specialized employer advisory services.
Ian D
Series 66
Liberty Hill, TX
Raymond James Financial
Ian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in the food service industry and at educational institutions. He is also an associate and junior advisor at Oak Crest Financial and Oakcrest Advisors, where he assists with client relations and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.
Richard S
CFP®, Series 66
Liberty Hill, TX
Raymond James Financial
Richard Sieling is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advising, he serves as Treasurer and board member of the nonprofit Loop 360 water company and is involved in managing the agricultural and financial affairs of Moseley Ranch Cattle LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its advisors with programs that include municipal advisory and SIMPLE IRA consulting services.
Jason S
Series 66
Liberty Hill, TX
Raymond James Financial
Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services 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 investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.
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