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

John H

Series 63, Series 66

Nashville, TN

RBC Capital Markets

John Halsell IV is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee and holds power of attorney related to family investment matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm combines in-house and third-party investment resources and offers features such as tax management and responsible investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Devon M

Series 66

Nashville, TN

RBC Capital Markets

Devon Massi is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing for five years and Comerica Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jessica H

Series 66

Nashville, TN

RBC Capital Markets

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Michael W

Series 66

Nashville, TN

RBC Capital Markets

Michael Williams Glaser is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 2014 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Tracey P

Series 66

Nashville, TN

RBC Capital Markets

Tracey Pearson is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. She has worked at CITY NATIONAL BANK since 2020 and has been with RBC Capital Markets since 2019, following prior roles at SunTrust Advisory Services and related SunTrust entities. Pearson serves on the Board of Directors for the YWCA of Middle Tennessee and owns a small online resale business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Thomas M

Series 63, Series 66

Nashville, TN

RBC Capital Markets

Thomas Moonshower is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements personalized investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Ryan P

Series 66

Nashville, TN

RBC Capital Markets

Ryan Pearson is a financial advisor at RBC Capital Markets in Nashville, TN, holding a Series 66 designation. He has prior experience with Augusta Advisors and joined RBC Capital Markets in 2025. Pearson has no industry experience prior to 2016 and a period of unemployment from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with a notable focus on integrated capital markets and affiliated asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Evan M

Series 66

Nashville, TN

RBC Capital Markets

Evan Malone is a financial advisor at RBC Capital Markets based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His career includes roles at City National Bank, Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of finance, he works part-time as a boxing instructor at a fitness facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers a variety of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jeffrey J

Series 63, Series 65

Nashville, TN

RBC Capital Markets

Jeffrey Jones is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory role, he is a one-third owner and investor in Stirr-up LLC, a private company based in Nashville. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Louis G

Series 63, Series 66

Nashville, TN

RBC Capital Markets

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and 39 years of industry experience. He previously worked at Suntrust Advisory Services, Inc. and SunTrust Investment Services, Inc. for a combined 36 years. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical and songwriting royalties from the group Tompall and The Glaser Brothers and their solo work. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

John F

Series 66

Nashville, TN

RBC Capital Markets

John Fenoglio is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC, he held positions at Dell Technologies, Medhost, Cavalry Logistics, and Youth Education in the Arts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of investment managers and solutions.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Erica S

Series 66

Nashville, TN

RBC Capital Markets

Erica Scott is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates for 12 years and Athleta for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Maxwell W

Series 63, Series 65

Nashville, TN

RBC Capital Markets

Maxwell Westheimer is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Lido Advisors, LLC, AgriWebb, and Fishpond. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on client risk profiles and employing a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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”)