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

Andrew M

Series 66

Santa Barbara, CA

ValMark Advisers, Inc.

Andrew Meeder is a financial advisor with ValMark Advisers, Inc. based in Santa Barbara, CA. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Demboski & Chapman Financial and Insurance Solutions, JPMorgan Chase, Merrill Lynch, and Mass Mutual. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar
firm logo

John D

CFP®, Series 63

Santa Barbara, CA

ValMark Advisers, Inc.

John Demboski is a CFP® professional with 24 years of experience in the financial services industry, currently serving at ValMark Advisers, Inc. since 2010. He is CEO and President of Demboski & Chapman Financial and Insurance Solutions, Inc., and regularly engages in industry speaking and authorship on ethical leadership and success principles in finance. Additionally, he serves as a board member for Hillside House, a nonprofit organization in Santa Barbara. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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 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")