A complete list of active advisors currently associated with The Dean's List

Warmer can help you find a great advisor at The Dean's List or one who fits your needs even better.

The Dean’s List serves individual investors, small business owners, and high-net-worth individuals seeking financial education and investment strategy guidance, delivering community membership, a monthly newsletter, a YouTube channel and podcast, private discussion groups, and paid educational sessions. The firm also offers non‑discretionary portfolio reviews and one‑on‑one investment consultations and, at a client’s request, may recommend other investment advisers or broker‑dealers. The firm provides advice on a non‑discretionary, flat‑fee basis and does not manage or custody client assets; as of December 31, 2025, it reported $0 in discretionary and $0 in non‑discretionary assets under management. Its analytical approach combines top‑down macroeconomic and bottom‑up fundamental research, and its periodicals and media are presented as general educational content rather than individualized trading instructions, with clients responsible for execution. Distinctive features include a paid periodical/membership model and public educational media — services that are uncommon among investment managers in this category — and an expressed practice of selecting or recommending other advisers while verifying their licensing. The brochure also discloses the principal’s significant ownership stake in Cardiff, Inc., a business lender that issues corporate notes to accredited investors (a potential conflict if those notes are recommended), and the firm does not use percentage‑of‑assets‑under‑management fees.

To learn more about the advisors currently working at The Dean's List, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.