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

Hogan C

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Hogan Choyce is a financial advisor with Wealth Management Group, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Outside of financial advising, he works as a sanitation worker. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and managing approximately $31.7 million in discretionary accounts.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar
firm logo

Jason M

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar
firm logo

Alan B

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wealth Management Group in 2023, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2021 to 2023, and previously spent 21 years at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and operates as an independent agent for life and health insurance sales. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm employs multiple investment strategies and offers financial planning, discretionary management, retirement plan consulting, and access to a broad range of complex investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
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”)