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Christopher M

Series 66

Sacramento, CA

LPL Financial

Christopher Mc Leod is a financial advisor with LPL Financial based in Sacramento, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at State Street Corporation for nine years and has been associated with Mariner Independent Advisor Network, LLC and The Financial Services Network. Mc Leod is involved in providing administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 66

Pittsburg, KS

LPL Financial

John Stevens is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. He previously worked for Commerce Brokerage Services, Inc. for eight years before joining LPL in 2023. Outside of his advisory work, Stevens is involved in buying and selling sports trading cards. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

O Fallon, IL

LPL Financial

Steven Hoekstra is a financial advisor at LPL Financial with 30 years of industry experience. He has held positions at LPL Financial since 2017 and previously worked for National Planning Corporation for 10 years. His credentials include Series 63 and Series 65 licenses. 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 financial planning services, utilizing research and model portfolios from both internal and third-party sources.

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

Series 63, Series 65

Las Vegas, NV

LPL Financial

David Winchell is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 11 years at UBS Financial Services Inc. Outside of his advisory work, he operates a non-variable insurance business and manages an entity for tax and investment purposes. 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 representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

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

Series 63, Series 65

Newcastle, WA

LPL Financial

Bruce Brundige is a financial advisor with LPL Financial in Newcastle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2000 and operates Financial Advocates Advisory Services, an independent registered investment advisor, since 2009. He also provides fixed insurance through Financial Advocates Agency and offers fixed insurance products including long-term care, disability, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party providers.

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

Series 66

Grand Rapids, MI

LPL Financial

Nathan Boonstra is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked five years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he has interests in firearms retail through Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management platforms.

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

Series 63

Dallas, TX

LPL Financial

Sean Brown is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 25 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Brown Family Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, providing both discretionary and non-discretionary management.

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

Series 66

Fairfield, NJ

LPL Financial

Anthony Fresella is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios Advisors, Equitable Advisors, and The Medicines Company. 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. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

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

Series 63, Series 66

Decatur, AL

LPL Financial

Christopher Story is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Raymond James & Associates for nine years and at Burningtree Country Club for eight years. Outside of his advisory role, he is involved with Rising Trout, Inc., a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Rebekah C

Series 63, Series 66

Fort Mill, SC

LPL Financial

Rebekah Cornell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior roles include positions at Fifth Third Securities and Northwestern Mutual. Cornell is also employed outside the investment industry at Sonitrol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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

Series 63, Series 66

Camp Hill, PA

LPL Financial

David Langan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 11 years. He is also involved as a speaker with the Association of Financial Educators. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Daran T

Series 66

Tulsa, OK

LPL Financial

Daran Tucker is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Home Instead Senior Care and has been involved with A-Affordable Design since 2012. He also owns Dynamic Solutions, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Teresa D

Series 63, Series 66

Meridian, ID

LPL Financial

Teresa De La Torre is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, Wells Fargo, and UBS. 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 access to a variety of model portfolios and research resources.

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

Series 66

Norman, OK

LPL Financial

Garrin Bratcher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of Rush Springs Public Schools and is involved in managing retail produce operations through Bratcher Farms and Melons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Roger J

Series 63, Series 66

West Des Moines, IA

LPL Financial

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at LPL Financial since 2008. Outside of his advisory role, he also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

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

CFP®, Series 66

Scottsdale, AZ

LPL Financial

Michael Ward is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at BFC Planning, Inc., Berthel, Fisher & Company Financial Services, Inc., and Barnard Wealth Management, Inc. Aside from advisory services, he is involved in insurance sales through CreativeOne, Crump, Senior Market Sales, and Rogers Benefit Group. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory and financial planning services, including discretionary and non-discretionary management, access to model portfolios and research, and a variety of retirement and participant advice programs.

College savings (529s, UTMA, etc.)
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Ferdinand P

Series 63, Series 65

Kailua Kona, HI

LPL Financial

Ferdinand Pernia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Wealthcare Advisory Partners, LLC and Independent Financial Partners. Pernia is based in Kailua Kona, HI. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management and utilizing model portfolios and research from internal and third-party sources.

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

ChFC®, Series 63, Series 65

Melbourne, FL

LPL Financial

Peter Mooney is a financial advisor with LPL Financial in Melbourne, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including 20 years at Coordinated Capital Securities, Inc., and 25 years operating Mooney Financial Services. His background also includes over five decades as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Jeffrey I

Series 63, Series 66

Fountain Valley, CA

LPL Financial

Jeffrey Irwin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Allstate Insurance Company and Brenda Soto Bryan Insurance Agency. He is also associated with SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management supported by model portfolios and research.

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

Series 63, Series 65

Somerville, NJ

LPL Financial

Mark Mauro is a financial advisor with LPL Financial located in Somerville, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, and has over three decades of experience as a CPA. Mauro serves on the board of the At Ease Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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