Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
Warmer team member

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.

Find your advisor

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")