Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Laura S

ChFC®, Series 65, Series 63

Columbia, MD

Composition Wealth, LLC

Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Composition Wealth in 2024, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of advising, she serves as president and board member of the Financial Planning Association of Maryland and is a partner in two e-commerce ventures focused on strategic purchasing and pricing decisions. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion in discretionary assets. The firm provides comprehensive wealth management and financial planning services to individuals, trusts, businesses, and retirement plans, utilizing a long-term, asset-allocation driven approach with diversified portfolios constructed from low-cost mutual funds, ETFs, and individual securities.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Joseph F

CFP®, Series 66

Annapolis, MD

ValMark Advisers, Inc.

Joseph Feldman is a CFP® professional with 24 years of industry experience, currently serving at ValMark Advisers, Inc. since 2005. He holds the Series 66 designation and is based in Annapolis, MD. Outside of his advisory role, he is involved in health insurance sales through GBS, Inc. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence.

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

Nicole B

Series 66, Series 63

Annapolis, MD

Mariner Independent

Nicole Belanger is a financial advisor with Mariner Independent, holding Series 66 and Series 63 credentials and one year of industry experience. Her professional background includes roles at Mariner Platform Solutions, Connect Wealth, and Fidelity Investments. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Tilysha G

Series 63, Series 66

Columbia, MD

Navy Federal Investment Services, LLC

Tilysha Gleason is a financial advisor with Navy Federal Investment Services, LLC in Columbia, MD. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels, utilizing third-party portfolio managers accessed via the Envestnet platform.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Peter J

CFP®, Series 63, Series 65, Series 66

Columbia, MD

Choreo, LLC

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Alex P

Series 65

Annapolis, MD

integrity Advisory Solutions

Alex Pagnotta is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at the National Security Agency from 2014 to 2018 and is also an attorney providing legal advice on estate and trust matters through Sinclair Prosser Gasior. Outside of his advisory role, he serves as a polygraph examiner with Alex Squared, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model of investment adviser representatives who employ individualized or model portfolio strategies across various asset classes.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Donald M

ChFC®, Series 63

Greenbelt, MD

Capital Analysts

Donald Moore Sr. is a financial advisor with Capital Analysts based in Greenbelt, MD, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has been affiliated with Lincoln Investment since 2012. Moore also serves on the Advisor Advisory Council of the Insured Retirement Institute and sells term insurance to clients through Chesapeake Financial Strategies. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, providing a range of investment options such as advisor-managed models, custom portfolios, and third-party managers.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar
firm logo

Allen B

ChFC®, Series 63, Series 65

Silver Spring, MD

On Investment Management CO

Allen Bruce is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience and has worked at A.R. Bruce & Company Inc., Ohio National Financial Services, and THE O.N. Equity Sales Company. He serves as president of A.R. Bruce and Company, Inc., an insurance sales firm, and is a guest lecturer at Howard University School of Business. Bruce is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Brian T

Series 66

Fulton, MD

Procyon

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Quorum Recycling, LLC, a company that facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, employing a fundamentally driven, customized investment approach through a combination of internal management and third-party relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Aaron C

Series 66

Annapolis, MD

MDRN Capital

Aaron Cirksena is a financial advisor at MDRN Capital with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group, Inc. Outside of advisory services, he is the owner and insurance agent of MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and utilizes a range of investment vehicles including independent managers, mutual funds, ETFs, stocks, and bonds.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Sean M

CFP®, Series 63, Series 65

Glen Burnie, MD

Signal Advisors Wealth, LLC

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

Johnny B

Series 66

Pasedena, MD

Lombard Advisers Incorporated

Johnny Brown is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and 18 years of industry experience. He has been with Lombard Securities Incorporated since 2009. In addition to his advisory work, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, employing both discretionary and non-discretionary programs with a focus on client-directed trading authority.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Paul F

Series 63, Series 66

Annapolis, MD

Moors & Cabot, Inc.

Paul Fowler Jr. is a financial advisor at Moors & Cabot, Inc. in Annapolis, MD, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Moors & Cabot since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Fowler Jr. is involved in the care and management of racehorses. Moors & Cabot provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Thomas R

CFP®

Columbia, MD

CW Advisors, LLC

Thomas Raynor is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Congress Wealth Management LLC and previously worked at Pinnacle Advisory Group, Inc. for thirteen years. Raynor is based in Columbia, MD. He is affiliated with CW Advisors, LLC, a multi-team firm serving individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Travis D

Series 65, Series 63

Columbia, MD

Vicus Capital, Inc.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera Wealth Services, LLC and Drown Financial Services. He serves as treasurer on the board of Mosaic Christian Church, overseeing the church’s finances. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis, offering a range of strategies and fiduciary services, including retirement-plan consulting and access to third-party money managers.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar
firm logo

James W

Series 65

Columbia, MD

Choreo, LLC

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Charles F

ChFC®, Series 63

Annapolis, MD

ValMark Advisers, Inc.

Charles Feldman is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 56 years of industry experience. He has been with ValMark Advisers since 2001 and has operated his own advisory business since 1967. Feldman serves as co-trustee and co-director of family foundations and trusts and manages investment partnerships involving his immediate family. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios emphasizing multi-asset allocation, employing mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.

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

Alphonso H

Series 63, Series 65

Mitchellville, MD

Lifemark Securities Corp.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 designations, with 39 years of industry experience. His background includes roles at AHW Advisors since 2006 and independent insurance agency work focusing on life, health, and annuities since 2014. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, with accounts managed on discretionary or non-discretionary bases and maintained through third-party custodians.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Joshua M

CFP®, Series 63, Series 65

Annapolis, MD

Thurston Springer Advisors

Joshua Mazer is a CFP® with 38 years of industry experience, currently serving at Thurston Springer Advisors. He has been associated with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a registered lobbyist with the Maryland State House of Delegates and State Senate, focusing on educating legislators about the risks and benefits of HPV vaccination. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Ian C

CFP®, Series 65

Edgewater, MD

Ritholtz Wealth Management

Ian Cully is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Ritholtz Wealth Management, where he has worked since 2025. Prior to joining Ritholtz, he spent seven years at Aspire Wealth Architects and three years at Wealthcare Capital Management. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets and emphasizes a goal-based investment approach that incorporates behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
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")