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Alvin H

CFP®, Series 63, Series 66

Rockville, MD

LPL Financial

Alvin Hailstorks is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at 1 St Global Advisors, Inc. and 1 St Global Capital Corp. He is also involved in tax preparation and accounting through Holmes and Associates Accounting Services, a business he has operated since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Harry O

Series 63, Series 65

Altamonte Springs, FL

LPL Financial

Harry Overton III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has previously worked at Voya Financial Advisors, Inc. and has maintained his own entity, Overton Financial Group, since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services with a variety of management approaches and access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Dennis L

Series 66

Fleming Island, FL

LPL Financial

Dennis Lott Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, J.W. Cole Advisors, J.W. Cole Financial, and Collaborative Investment Management. Outside of advising, he is involved in a non-variable insurance business and operates a personal business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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Carl H

ChFC®, Series 63, Series 66

Glendale, AZ

LPL Financial

Carl Hulse is a financial advisor with LPL Financial in Glendale, AZ, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He is also involved with Plan4, Inc., an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Annette W

Series 63, Series 66

Duluth, GA

LPL Financial

Annette Walters is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is involved with the Mitchell Chase Jones Foundation, Inc. outside of her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Jonathan S

Series 63, Series 65

Austin, TX

LPL Financial

Jonathan Sarf is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes roles at Wells Fargo, PNC, Citi, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Ashley M

ChFC®, Series 66

Williamsport, PA

LPL Financial

Ashley Miller is a financial advisor at LPL Financial with 16 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior roles include positions at Cetera Investment Advisers, Cetera Investment Services LLC, Citizens & Northern Bank, and First National Bank of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and a range of portfolio management options incorporating research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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David H

ChFC®, Series 66

Baton Rouge, LA

LPL Financial

David Heltz is a financial advisor with LPL Financial in Baton Rouge, LA, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience and has been with LPL Financial since 2009. Outside of his advisory role, he has operated businesses under the names Lee, Dougherty & Ferrara Investment Management and Heltz Financial Consultants LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Donna G

Series 66

Punta Gorda, FL

LPL Financial

Donna Gruber is a financial advisor with LPL Financial in Punta Gorda, FL, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Arthur Gallagher, Providence Financial Group, and Waddell & Reed. Outside of her advisory work, she is involved with Wieshofer & Co LLC, a family business specializing in chandeliers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Robert S

Series 66

Colorado Springs, CO

LPL Financial

Robert Stanlick is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 32 years of industry experience. His prior experience includes roles at Rocky Mountain Wealth Partners, Geneos Wealth Management Inc., and Presidential Brokerage Inc. He is also active as a notary and participates as a speaker for the Right to Bear Event. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Bruce S

ChFC®, Series 63, Series 65

Buffalo, NY

LPL Financial

Bruce Supernault is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior career includes positions at Cadaret, Grant & Co., Inc., Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services Inc, and Mass Mutual Life. He is also commissioned as a notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Richard L

Series 63, Series 65

Lincoln, RI

LPL Financial

Richard Lepine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 24 years at Commonwealth Equity Services, Inc. and seven years at Securities America Advisors. He is also a notary public and has involvement with Lepine Financial Advisors, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

College savings (529s, UTMA, etc.)
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Jennifer L

Series 66

Quarryville, PA

LPL Financial

Jennifer Lowden is a financial advisor with LPL Financial in Quarryville, PA, holding a Series 66 credential and 15 years of industry experience. She joined LPL Financial in 2017 after working at Joann Fabric and Craft and a brief period of unemployment. Jennifer is also a commissioned notary public, providing notarization services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Vincent B

CFP®, Series 63

Knoxville, TN

LPL Financial

Vincent Bonanno Jr. is a CFP® with 25 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Ic Advisory Services Inc and The Investment Center Inc. He also operates Planning Matters LLC, which serves as his business entity for his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, incorporating both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

College savings (529s, UTMA, etc.)
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Devon R

Series 63, Series 65

Camp Hill, PA

LPL Financial

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory work, Roberson is involved as a soccer coach with Eagle FC Football Club and the JT Dorsey Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Ryan F

Series 66

Oconomowoc, WI

LPL Financial

Ryan Furrer is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 and has been associated with BMO Harris Financial Advisors since 2021. Furrer holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Efraim Y

Series 63, Series 65

Lakewood, NJ

LPL Financial

Efraim Yungreis is a financial advisor with LPL Financial in Lakewood, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2018, he worked at MML Investors Services, MassMutual Life Insurance Company, and Crawford Lake Capital. He has also been involved with Beth Medrash Govoha since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management tailored to client needs.

College savings (529s, UTMA, etc.)
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Matthew H

Series 66

El Cajon, CA

LPL Financial

Matthew Howard is a financial advisor with LPL Financial in El Cajon, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Capital Corp., as well as over a decade in accounting firms such as Wade, Howard & Associates, CPAs LLP. He is also involved in tax preparation and accounting through his business entity, HNK, CPAS, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio options.

College savings (529s, UTMA, etc.)
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Thomas H

CFP®, Series 63

Dublin, OH

LPL Financial

Thomas Harrington is a CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial since 2024, following a 27-year tenure at OSAIC. He has operated Harrington Asset Management, Inc. since 1991 and serves as a board member for the nonprofit Hydro4Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Tommy B

CFP®, Series 63

Austin, TX

LPL Financial

Tommy Bentley is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2017. Prior to that, he worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Bentley also maintains a licensed insurance agent role specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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