Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Andre M
ChFC®, Series 65, Series 63
Laurel, MD
Transamerica Financial Advisors
Andre Muhammad is a financial advisor with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.
Ian S
Series 63, Series 65
Laurel, MD
Truist Advisory Services
Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements to support its AMC Advantage manager-selection program.
Michael B
Series 63, Series 65
Annapolis, MD
First Command Advisory Services
Michael Becker is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 credentials and over 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also has roles at affiliated First Command entities dating back to 2014. Outside of finance, Becker is involved in aviation education as an owner and flight instructor with 4D Aerosports Inc. and also owns the 4D Aero Foundation, a nonprofit focused on education and fundraising. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Daniel D
Series 65, Series 63
Annapolis, MD
TD private Client Wealth LLC
Daniel Darling is a financial advisor with TD Private Client Wealth LLC in Annapolis, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Insurance Company, and TD Bank N.A., as well as self-employment and a position with the YMCA of Frederick. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation through TD Managed Portfolios and related offerings, utilizing both affiliated and third-party sub-managers.
Chima U
Series 66
Laurel, MD
Transamerica Financial Advisors
Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.
Paul N
Series 63
Bowie, MD
Centaurus Financial, Inc.
Paul Newton is a financial advisor with Centaurus Financial, Inc. in Bowie, MD, holding a Series 63 designation and 33 years of industry experience. He has worked at Centaurus Financial since 2010, with prior experience at Securities America Advisors and Securities America, Inc. Newton is also the owner of PLN & Associates, Inc., where he provides tax advice to clients and oversees tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with a mix of analytical approaches and specialized advisory options.
Jomo H
Series 63, Series 65
Largo, MD
Hornor, Townsend & Kent, LLC
Jomo Hylton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he is involved in retail sales of art through Amana Media, LLC, and owns a music and film production business called Amarna LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and works with third-party asset managers to provide tailored investment strategies.
Michael M
Series 63, Series 66
Arnold, MD
Osaic Advisory Services, LLC
Michael Mc Guire is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Securities America, Inc., Crump Life Insurance Services, and Bankers Life. Outside of his advisory work, he is involved in selling sports cards on eBay and delivers food through DoorDash. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including high-net-worth individuals, pension plans, corporations, charities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis with platform relationships and third-party manager collaborations.
Walter W
CFP®, Series 66
Annapolis, MD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Walter Worley IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with United Planners' Financial Services of America as a limited partner and also serves as president of W1 Wealth LLC. His prior work includes positions at Chesapeake Capital Associates, LLC and Fi360. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.
Damon R
Series 63, Series 65
Bowie, MD
Wealth Enhancement Advisory Services, LLC
Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.
Jason L
Series 65, Series 63
Severna Park, MD
AE Wealth Management, LLC
Jason Labarge is a financial advisor with AE Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and has worked with firms including Madison Avenue Securities, Cetera, and Summit Financial Group. Outside of his advisory role, Labarge serves as treasurer for the Annapolis and Anne Arundel County Coalition to End Homelessness and is an author of a recently published book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.
Justin B
Series 63, Series 65
Odenton, MD
First Command Advisory Services
Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using model portfolios designed and managed by a centralized Investment Management Team.
Marharita Sophia T
Series 66
Annapolis, MD
Centaurus Financial, Inc.
Marharita Sophia Tavpash is a financial advisor with Centaurus Financial, Inc. in Annapolis, MD, holding a Series 66 credential and four years of industry experience. She previously worked at Morgan Stanley and has held various roles including financial analysis and business development. Outside of her advisory work, she has been involved in business development activities through Amway. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.
Robert H
Series 66
Annapolis, MD
First Command Advisory Services
Robert Hansen II is a Series 66 credentialed advisor with eight years of industry experience. He has been with First Command Advisory Services and affiliated First Command entities since 2017. Prior to this, he worked for Kwikpoint, LLC for six years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Paul W
Series 66
Severna Park, MD
Integrated Wealth Concepts LLC
Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.
Christopher G
Series 63, Series 65
Annapolis, MD
Guardian Life
Christopher Gill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Edward J Gill & Associates since 2010 and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, Gill serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and as Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining advisor-led discretionary management and model-based strategies, with access to proprietary and third-party investment platforms and insurance products.
Beverly T
Series 63, Series 66
Bowie, MD
PNC Wealth Management
Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.
Donna M
Series 63, Series 65
Severna Park, MD
Creative Planning
Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.
Christopher M
Series 65, Series 63
Annapolis, MD
First Command Advisory Services
Christopher Morris is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory career, he served eight years in the British Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.
Melanie T
Series 66
Bowie, MD
Eagle Strategies (NY Life)
Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.
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
Out of 400,000+ nationwide