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Landon Y
Series 66
Paducah, KY
LPL Financial
Landon Young is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James Financial and Knight Wealth Advisors. He is also involved with Paducah Financial Consultants, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.
Charles P
CFP®, ChFC®, Series 63, Series 65
Monaca, PA
LPL Financial
Charles Pinchotti is a CFP® and ChFC® credentialed advisor with 44 years of industry experience. He is currently with LPL Financial, joining in 2024 after 11 years at Lincoln Financial Securities Corporation. In addition to his advisory role, he is involved in selling non-variable insurance products including auto, home, commercial, life insurance, and fixed annuities through Beaver Valley Independent Insurance Group, LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and access to diverse strategies and technology.
Alan C
Series 66
Wichita, KS
LPL Financial
Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2011 and has worked at Intrust Bank since 2007. Corliss is also involved with Intrust Wealth Management as a financial advisor. 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, financial planning, and brokerage services, and provides access to model portfolios, third-party research, and various investment strategies.
James H
Series 66
Pendleton, IN
LPL Financial
James Haag is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Haag also operates a life coaching business outside of his investment advisory role. 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, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Adam C
Series 63, Series 65
Wellesley, MA
LPL Financial
Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also associated with NRP Advisors, Inc. and NRP Financial, Inc. Outside of his advisory role, he operates Harbor Retirement Planning and has involvement with Triton Mutual, a non-variable insurance business. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.
James W
Series 63
Glastonbury, CT
LPL Financial
James Weiss is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 63 designation and 51 years of industry experience. He has worked at LPL Financial since 2026 and previously at Weiss and Hale for 20 years, as well as Commonwealth Financial Network for 11 years. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Joel G
Series 66
Holyoke, MA
LPL Financial
Joel Ginsburg is a financial advisor with LPL Financial in Holyoke, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Randy W
Series 63, Series 66
Fort Smith, AR
LPL Financial
Randy Welborn is a financial advisor with LPL Financial based in Fort Smith, Arkansas, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Financial Advocates Investment Management and LPL Financial since 2016. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Nathan S
CFP®, ChFC®, Series 63, Series 65
Lebanon, OH
LPL Financial
Nathan Sorum is a CFP® and ChFC® with 34 years of experience in financial advising. He has worked at LPL Financial since 2019 and previously spent 10 years at SagePoint Financial, Inc. Outside of advising, he manages a yak farm in Ohio. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Diane T
Series 63, Series 66
Cabot, AR
LPL Financial
Diane Talley is a financial advisor with LPL Financial in Cabot, Arkansas, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with LPL Financial since 2007. Talley also serves as a notary, dedicating a small portion of her time to this role during securities trading hours. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management across a variety of investment strategies.
Richard M
Series 63, Series 65
Scarborough, ME
LPL Financial
Richard Murphy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party providers.
Christopher T
CFP®, Series 66
Doylestown, PA
LPL Financial
Christopher Tuck is a CFP® with 14 years of industry experience and has been with LPL Financial since 2011. He operates out of Doylestown, PA, and is also involved in selling disability insurance policies. 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 wide range of advisory programs, model portfolios, and retirement plan consulting services through a national network of investment adviser representatives.
Noah J
Series 66
Fort Mill, SC
LPL Financial
Noah Jedlowski is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at ClearPlan Wealth Management, RS Will Wealth Management, and Prudential Financial. He has also worked in roles outside finance, including positions at country clubs and educational institutions. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from multiple sources.
Sara B
Series 66
Portland, OR
LPL Financial
Sara Blanchard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell & Reed and various independent practices. Outside of advising, she also serves as an administrative associate supporting office operations for Bridgetown Wealth Management, an LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.
Craig L
Series 63, Series 65
Las Vegas, NV
LPL Financial
Craig Lyman is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Outside of his advisory work, he teaches as a lecturer at Columbia University and provides health insurance and tax preparation services for select clients. 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, and brokerage services, utilizing model portfolios, research, and various management strategies.
Michael F
Series 63, Series 66
Menominee, MI
LPL Financial
Michael Flannery is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017 and Investment Centers of America since 2015. He also serves as a fiduciary manager for First National Bank & Trust. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research from multiple sources.
August H
CFP®, Series 66
Des Peres, MO
LPL Financial
August Hummert IV is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved with Retire On Time LLC, a business entity focused on tax and investment purposes outside of his advisory work. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.
Michael M
Series 63, Series 65
Columbia, MD
LPL Financial
Michael Mooney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Jacob F
Series 66
Boston, MA
LPL Financial
Jacob Fink is a financial advisor with LPL Financial in Boston, MA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2019 to 2023, and held roles at the University of Hartford, Proficio Capital Partners, Examity, and SX Industries between 2016 and 2019. 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.
Patrick F
Series 66
Benton, KY
LPL Financial
Patrick Flanary is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corp. from 2016 to 2018. In addition to his advisory role, he is involved with Community Financial Services Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven solutions.
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