Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David S
CFP®, Series 66
Lebanon, NJ
LPL Enterprise
David Salisbury is a CFP® with 24 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for over two decades. Salisbury is also involved with David Salisbury Insurance & Financial Services LLC as a sole member. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with the sale of financial products, including insurance through an affiliated agency.
James L
Series 63, Series 65
Lebanon, NJ
LPL Enterprise
James Leuenberger is a financial advisor with LPL Enterprise who holds the Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. He is also involved in the sale and service of Prudential-sponsored property and casualty insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.
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