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

Sarah H

CFA®, Series 63

Beachwood, OH

WealthSpire Advisors

Sarah Hannibal is a CFA® charterholder with 20 years of industry experience. She is currently a financial advisor at Wealthspire Advisors and has been with Walden Wealth Partners, LLC since 2015. Outside of her advisory role, she is a managing partner of Mendoza Partners, LLC, a wine production business. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, offering a range of wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar
firm logo

Madeline R

CFP®

Beachwood, OH

WealthSpire Advisors

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar
firm logo

Brenna P

CFP®

Beachwood, OH

WealthSpire Advisors

Brenna Paananen is a CFP® professional with seven years of experience at Walden Wealth Partners/Wealthspire Advisors and three years prior experience at the University of Akron. She is currently affiliated with Wealthspire Advisors in Beachwood, OH. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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")