Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Carla C
Series 63, Series 65
Peoria, IL
LPL Enterprise
Carla Clark is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside activities include involvement in various non-variable insurance roles related to Medicare and insurance commissions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products through an integrated advisory and brokerage platform.
Charles L
Series 66
St Louis Park, MN
LPL Enterprise
Charles Leflar is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Gradient Securities in various capacities. Leflar also offers fixed insurance products through Crump as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and integrated insurance products.
Barbara J
Series 66
Houston, TX
LPL Enterprise
Barbara Janik is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform combining advisory and financial product sales.
Stacey I
Series 66
Danville, IL
LPL Enterprise
Stacey Ireland is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise, she held roles at Raymond James & Associates, CliftonLarsonAllen Wealth Advisors, and several other firms. Outside of advising, she operates Ireland Insurance & Accounting Group, where she manages property and casualty insurance as well as tax preparation services, and she also serves as a part-time educator in insurance topics. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products, supported by an integrated platform combining advisory programs with insurance and lending services.
Jose Manuel M
Series 66
New York, NY
LPL Enterprise
Jose Manuel Mendes is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. He has worked in real estate with Keller Williams Mid-Town Direct Realty since 2018 and is involved in mortgage and real estate services alongside his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Daniel W
Series 63, Series 66
Clark, NJ
LPL Enterprise
Daniel Williams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes over two decades at Prudential Insurance Company of America and Pruco Securities, LLC, alongside service in the U.S. Army Reserve. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management programs.
Maria C
CFP®, ChFC®, Series 63, Series 65
Medford, NJ
LPL Enterprise
Maria Camaiore is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and 16 years of industry experience. She has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC through 2024. 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 programs with brokerage and insurance product sales on an integrated platform.
James B
Series 66
Vienna, VA
LPL Enterprise
James Brackin III is associated with LPL Enterprise and holds a Series 66 designation. He has entered the financial advisory field recently, with experience beginning in 2026. Prior to his current role, he worked at DevTech Systems, Inc and Bridgeborn. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, leveraging an integrated platform that combines advisory programs with financial product sales.
Todd L
Series 63, Series 65
Tamaqua, PA
LPL Enterprise
Todd Lengel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Lengel is also the owner of Schuylkill Insurance & Financial Services, an insurance sales business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Molly R
Series 63, Series 66
St Louis Park, MN
LPL Enterprise
Molly Root is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse 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 programs through an integrated platform.
Jeffery H
Series 63, Series 65
Hurricane, WV
LPL Enterprise
Jeffery Hiestand is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1989 and was affiliated with Pruco Securities, LLC for 35 years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform.
Sunny Y
CFP®, Series 66
Mercer Island, WA
LPL Enterprise
Sunny Yang is a CFP® with four years of industry experience, currently affiliated with LPL Enterprise. He has worked with firms including Eagle Strategies LLC and New York Life and is the owner of Radiant Wealth Strategies LLC, where he sells insurance products and provides financial planning services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.
Gianluca V
Series 66
Sherman Oaks, CA
LPL Enterprise
Gianluca Vitagliano is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Napeague Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products.
Colin H
Series 63, Series 66
Mercer Island, WA
LPL Enterprise
Colin Haueter is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.
Murali C
Series 66
Shelton, CT
LPL Enterprise
Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at SAITCORE Technologies LLC and Connexus Credit Union, as well as experience at Selective Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory programs with other financial products.
Michael D
Series 66, Series 63
Bedminster, NJ
LPL Enterprise
Michael Digiovanni is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities LLC, Vestwell, Betterment, and ADP LLC. He is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Peter B
Series 66
Champaign, IL
LPL Enterprise
Peter Bohan is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First Hospitality and Oakdale Christian Academy. Outside of advising, he is employed with First Hospitality. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.
Michael G
Series 66
Cockeysville, MD
LPL Enterprise
Michael Geppi Jr. is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG and Washington Gas Light, as well as retail and service positions. Outside of advisory work, he is involved in non-variable insurance sales through an insurance agency in Timonium, MD. 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 access to model portfolios, third-party asset management, and a range of financial products, combining advisory programs with insurance sales and lending solutions.
Daniel H
Series 63, Series 66, Series 65
Crystal Lake, IL
LPL Enterprise
Daniel Harley is a financial advisor with LPL Enterprise who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Campton Cemetery Association, a nonprofit organization. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.
Seth R
Series 66
St Louis Park, MN
LPL Enterprise
Seth Rugroden is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in the industry, joining LPL Enterprise in 2025. Prior to entering financial advising, his work experience includes roles at Western Governors University, Fraser, and Robert Half. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance 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