Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Glenn W
CFP®, Series 63, Series 65
Jacksonville, FL
LPL Enterprise
Glenn Weyand is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has engaged in health insurance sales and real estate referral activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.
Nicholas W
Series 66
Appleton, WI
LPL Enterprise
Nicholas Wrasse is a financial advisor at LPL Enterprise with a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is based in Appleton, Wisconsin. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to brokerage and insurance products through an integrated platform.
Jarrod B
Series 63, Series 65
Columbus, OH
LPL Enterprise
Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.
James H
Series 63, Series 65
Garden Grove, CA
LPL Enterprise
James Hanna is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in property and casualty insurance in Oak Hills, California. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through its integrated advisory and brokerage platform.
Yuemei S
Series 63, Series 65
Atlanta, GA
LPL Enterprise
Yuemei Sun is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Sun worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.
Joseph R
Series 63, Series 65
Dubois, PA
LPL Enterprise
Joseph Rearick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior experience includes a decade at Pruco Securities, LLC, and ongoing involvement with Encompass Financial Group LLC since 2009. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.
Caden P
Series 66
Woodland, CA
LPL Enterprise
Caden Pascoe is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Pascoe held various roles, including positions at Cintas and Blue Note Brewing Company, and worked in education at Woodland Christian School. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates model portfolios, third-party asset management, and insurance products.
Daniel P
Series 65, Series 63
Syracuse, NY
LPL Enterprise
Daniel Puma is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. His other business activities include associations with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.
Dean D
Series 66
Rancho Cucamonga, CA
LPL Enterprise
Dean Dunbar is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Prudential Insurance Company of America, Pruco Securities, LLC, and Pruo Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with access to insurance products and third-party asset management solutions.
Thomas K
Series 63, Series 65
High Point, NC
LPL Enterprise
Thomas King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at MetLife Securities, MassMutual, Pruco Securities, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Carolina T
Series 65, Series 63, Series 66
New York, NY
LPL Enterprise
Carolina Tanjutco is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her previous roles include positions at New York Life Insurance Company, Eagle Strategies (NY Life), Jackson National, and Pruco Securities LLC. Outside of her advisory work, she is an author for Inquirer.net and serves on the boards of the nonprofits Friends of the Word and Eagle Eye Charities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via an integrated platform.
Benjamin P
CFP®, Series 63, Series 65
Pittsford, NY
LPL Enterprise
Benjamin Patrzalek is a CFP® with 10 years of industry experience, currently with LPL Enterprise, LLC since 2025. He previously worked at Equitable Advisors and Axa Advisors, both from 2015 to 2025 and 2015 to 2020 respectively. Patrzalek is also involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.
Sherald H
Series 66
White Hall, WV
LPL Enterprise
Sherald Hill is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with LPL Enterprise and previously worked at Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, and Wells Fargo Advisors. Hill also serves as president of Wild & Wonderful Wealth Partners, a business affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.
Joel B
CFP®, Series 63, Series 66
St Louis, MO
LPL Enterprise
Joel Barjenbruch is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and D.H. Hill Advisors, Inc. Barjenbruch is also involved with Medicare-related insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services with integrated insurance products and lending programs.
Kip H
Series 66
North Syracuse, NY
LPL Enterprise
Kip Hoag is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance Company. Outside of advising, he is a producing Property & Casualty insurance agent and is involved with a voluntary benefits company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, managed portfolio options, and access to a range of investment and insurance products via an integrated platform.
Raymond O
Series 66
Ithaca, NY
LPL Enterprise
Raymond O'Bannion is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 13 years of industry experience, including nine years at Pruco Securities, LLC, prior to joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs through advisory and brokerage channels, supported by an integrated platform that includes insurance products and collateralized lending programs.
James K
Series 63, Series 65
Marshall, MN
LPL Enterprise
James Kontz is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has spent the majority of his career with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of his advisory work, he manages a farm focused on weed control and drainage and is involved in health insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage services through an integrated platform.
Salvatore C
Series 66
Pittsford, NY
LPL Enterprise
Salvatore Cutaia is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors LLC and Paychex. Outside of advising, he has experience in roles including umpiring for the Rochester District Umpire Association and managing car wash businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers a range of services such as financial planning, model wealth portfolios, and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.
John H
Series 63, Series 65
Omaha, NE
LPL Enterprise
John Hagan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Omaha, Nebraska. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management arrangements through an integrated platform.
Jacob D
Series 66
Branson, MO
LPL Enterprise
Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Robbins Financial LLC and Charles Schwab. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters