Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dwayne H
Series 66
Greencastle, PA
Truist Advisory Services
Dwayne Horst is a financial advisor at Truist Advisory Services with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Bb&T Securities, LLC and BBTIS before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and supervisory oversight.
Brian L
Series 66
Greencastle, PA
Truist Advisory Services
Brian Lantz is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Truist Investment Services, the Defense Information Systems Agency, and several technology firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary arrangements, supported by AI-enabled research tools and extensive inter-affiliate coordination.
Michelle S
Series 63, Series 65
Greencastle, PA
Truist Advisory Services
Michelle Seville is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and having 15 years of industry experience. Her career includes roles at Truist Advisory Services since 2021 and prior positions with Bb&T Securities and Bbtis. Outside of her advisory work, she serves as a lay minister and worship leader at The Tuscarora Lutheran Parish. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
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