Overwhelmed by options?
Answer a few questions to see advisors matched to you.
39 advisors near
42029
within the area shown on the map
Out of 400,000+ nationwide
Crystal J
Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Crystal Johnson is a financial advisor at Jennings & Associates Financial Advisors, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Jennings & Associates since 2021, with prior experience at LPL Financial LLC and a background at Victoria's Secret. Outside of her advisory role, she is a licensed notary and owns a home-based business, JFR LLC. Jennings & Associates Financial Advisors is an SEC-registered advisory team serving primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $208 million using a proprietary “GPS Method” that aligns client income goals with asset allocation strategies, combining fundamental, technical, and tactical analysis on an LPL Financial custodial platform.
Keith J
Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Keith Jennings is a financial advisor at Jennings & Associates Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, Jennings is involved in authoring a book titled GPS Journal and participates in non-investment related training activities. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for about 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm uses a proprietary “GPS Method” for investment decisions and offers discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.
Kristin L
Series 63, Series 65
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.
Miranda W
Series 63, Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Miranda Wood is a financial advisor at Jennings & Associates Financial Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Wood serves as a for-profit board member on the supervisory committee of Signet Federal Credit Union. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.
Logan B
Series 65
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Logan Brown is a financial advisor at Jennings & Associates Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McDonald's and Thoroughbred Research Group. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers services such as discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.
Dalton C
Series 63, Series 65
Paducah, KY
MRA Advisory Group
Dalton Chandler II is a financial advisor at MRA Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Chandler has been with MRA Advisory Group since 2017. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers investment solutions including Biblically Responsible Investing, alternative investments, and private equity for eligible clients.
Cory S
Series 63, Series 65
Paducah, KY
ON Investment Management CO
Cory Samsil is a financial advisor with ON Investment Management Company and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including long-term roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside finance, he is a partner in an insurance sales business and president of a steel fabrication company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses through financial planning and portfolio management. The firm offers a range of advisory services and access to third-party investment programs, operating within a dual-registration model that combines advisory and broker-dealer activities.
Brandon M
CFP®, Series 63, Series 65
Paducah, KY
AE Wealth Management, LLC
Brandon Morgan is a Certified Financial Planner (CFP®) with over 21 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Virtue Capital Management, Horter Investment Management, and the American Financial Education Alliance. Morgan serves on the boards of the Community Foundation of Western Kentucky and the FACE Foundation, where he is involved in education and humanitarian relief efforts. He is also president of Bradshaw & Weil Wealth Management, an insurance and financial planning agency, and is authoring a book on retirement planning for physicians. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
Chase B
Series 66
Benton, KY
OSAIC
Chase Buchanan is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and is currently an insurance agent with The Life Associates. Buchanan serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors, offering brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.
Heath B
CFP®, Series 63, Series 65
Paducah, KY
Edward Jones
Heath Bowling is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Paducah, KY, and holds the Series 63 and Series 65 licenses. Outside of his advisory role, Bowling serves on the board of the University of Kentucky Alumni Association in McCracken County, where he coordinates social, volunteer, and fundraising campaigns. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Jason M
Series 66
Paducah, KY
Cetera
Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.
Landon Y
Series 66
Paducah, KY
LPL Financial
Landon Young is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He has held positions at Paducah Bank & Trust, Raymond James Financial, Knight Wealth Advisors, and Fredonia Valley Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.
Patrick F
Series 66
Benton, KY
LPL Financial
Patrick Flanary is a financial advisor with LPL Financial in Benton, KY, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. from 2016 to 2018. Flanary is also associated with Community Financial Services Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services including financial planning, asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.
Kelly B
Series 63, Series 65
Gilbertsville, KY
Raymond James Financial
Kelly Berry is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. Kelly has been with Raymond James Financial Services since 2000 and also works with Iroquois Federal and Iroquois Insurance in roles related to banking and insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.
Donna H
Series 66
Paducah, KY
Edward Jones
Donna Harmon is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Kayla B
Series 66
Benton, KY
Raymond James Financial
Kayla Barrett is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she owns an LLC that holds a property she leases, previously used as her office at Edward Jones. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced analytical tools to support client goals, while also engaging in specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.
Ellie S
Series 66
Paducah, KY
Edward Jones
Ellie Short is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2019. Prior to her financial services career, she held various roles including positions at Victoria's Secret, HCA Healthcare, and Murray State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Caroline K
Series 63, Series 65
Paducah, KY
LPL Financial
Caroline Korte is a financial advisor with LPL Financial based in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes six years at Raymond James Financial and a decade at Paducah Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Kyle G
CFP®, Series 65, Series 63
Paducah, KY
Mass Mutual Investors Services
Kyle Greenwell is a CFP® with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife. Outside of his advisory role, he is an independent insurance agent specializing in property and casualty, group life, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a collaborative approach to goal analysis and written recommendations.
Peter G
Series 66
Paducah, KY
Cetera
Peter Gardner is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2018 and previously held positions at Bank of America, Merrill, and Fifth Third Bank. Gardner volunteers with Murray State University on their Stock Market Game. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Riley S
Series 66
Benton, KY
LPL Financial
Riley Solomon is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments since 2016. Outside of his advisory role, he serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jeffrey T
Series 63, Series 66
Benton, KY
Edward Jones
Jeffrey Thompson is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Thomas S
Series 66
Benton, KY
Edward Jones
Thomas Simpson is a Series 66-licensed financial advisor with Edward Jones, based in Benton, KY, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Securian Financial Services, Regions Bank, and other firms. Outside of his advisory role, he has experience managing a restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of over 23,000 financial advisors.
Ryan M
Series 66
Benton, KY
Edward Jones
Ryan Murphy is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Alexander & James Tea Co., a business he has participated in since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Travis T
Series 66
Benton, KY
Raymond James Financial
Travis Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Benton, KY, holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services Advisors, Hendrickson Wealth and Retirement, and Raymond James Financial Services, Inc. since 2023. Outside of his advisory role, Thompson serves as President of the Marshall County Rotary Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to align recommendations with client goals, supporting implementation through various advisory programs.
Deborah B
CFP®, Series 63
Benton, KY
OSAIC
Deborah Blankenship is a CFP® with 25 years of industry experience. She is affiliated with Osaic Wealth, Inc. since 2024 and has been president of The Life Associates, Inc., an S Corporation focused on health and life insurance products, since 2001. She retains her property and casualty license but is not actively selling those products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed account solutions.
David R
Series 63, Series 66
Paducah, KY
LPL Financial
David Roberson is a financial advisor with LPL Financial in Paducah, KY, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior roles include positions at Raymond James & Associates and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.
Talon G
Series 66
Paducah, KY
Edward Jones
Talon Garman is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Independence Bank of Kentucky, Fedex Ground, and Aflac Insurance Company, as well as various positions in hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, managing approximately $1.01 trillion in assets and supported by a large network of financial advisors and branch offices nationwide.
Richard H
Series 63, Series 66
Benton, KY
Raymond James Financial
Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Magen T
Series 66
Paducah, KY
Edward Jones
Magen Tinsley is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Magen worked at Paducah Bank and Trust, Independence Bank of Kentucky, and First Kentucky Bank, Inc. Outside of financial services, Magen is a volunteer group fitness instructor, teaching a weekly class in Paducah, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Christopher S
Series 63, Series 66
Paducah, KY
Edward Jones
Christopher Sims is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a minority owner and board member of Superior Care Home Inc and participates on the Endowment Fund Committee at St Mary High School in Paducah, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Jonathan K
CFP®, ChFC®, Series 63
Calvert City, KY
Edward Jones
Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Mike S
Series 66
Paducah, KY
Edward Jones
Mike Sims is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Superior Care Home Inc. for over two decades as a minority owner and board member. He also serves as an owner and board member of Superior Care Home Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.
Cayce G
Series 66
Benton, KY
Raymond James Financial
Cayce Griffith is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016, as well as a brief tenure at Edward Jones Investments in 2017. He is also associated with Hendrickson Wealth and Retirement, where he provides financial advising and client scenario analysis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals, employing analytical tools such as risk profiling and scenario modeling.
Crissy B
CFP®, ChFC®, Series 66
Paducah, KY
Edward Jones
Crissy Bundren is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Riley T
Series 66
Benton, KY
Edward Jones
Riley Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Murray Bank and Quest Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Adam W
Series 66
Paducah, KY
Edward Jones
Adam Whiteside is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and eight years of industry experience. He worked at Kentucky Farm Bureau from 2011 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other specialized services.
Mickey O
PFS™, Series 63, Series 65
Paducah, KY
Cetera
Mickey Owen Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. His background includes over two decades at Avantax Advisory Services and related entities, as well as leadership roles in accounting and tax preparation at M. Dean Owen, CPA, PSC. Outside of financial advising, he is involved in managing a business focused on hydrogen engine carbon cleaning technologies and serves as an officer on a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and an extensive selection of model portfolios, third-party managers, and bespoke strategies.
Cameron M
Series 66
Calvert City, KY
Edward Jones
Cameron Mc Manus is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his career in the industry in 2023. Prior to joining Edward Jones, he worked at Community Financial Services Bank and held positions in various other industries, including retail and funeral services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions.
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...
39 advisors near
42029
within the area shown on the map
Out of 400,000+ nationwide