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

Mark S

Series 63, Series 65

Naples, FL

LPL Enterprise

Mark Sears is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, New England Securities, Equitable Advisors, and Thrivent Investment Management. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily implements investment strategies through model-driven portfolios developed by LPL’s Research Department and third-party portfolio strategists, offering financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Mark L

Series 63, Series 65

Naples, FL

LPL Enterprise

Mark Laviola is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2004 to 2022 before joining LPL Enterprise in 2024. He is involved with Montville Group Insurance & Financial Services, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

David F

Series 66, Series 65

Naples, FL

LPL Enterprise

David Foad is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank, among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party managers, financial planning, and a variety of affiliated non-securities products and services.

Tax-loss harvesting
user avatar
firm logo

Mark C

CFP®, Series 63, Series 65

Naples, FL

LPL Enterprise

Mark Carroll is a CFP® certificant with 32 years of industry experience currently affiliated with LPL Enterprise. He has worked with Prudential Insurance Company of America since 1994 and held a role at Pruco Securities, LLC for 30 years. Carroll operates his financial planning practice from a condominium unit he owns in Prospect, Kentucky. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program.

Tax-loss harvesting
user avatar
firm logo

Timothy M

Series 63, Series 65

Naples, FL

LPL Enterprise

Timothy Mclaughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

Tax-loss harvesting
user avatar
firm logo

Eric T

Series 63, Series 65

Naples, FL

LPL Enterprise

Eric Thompson is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, New England Securities, and Ameritas Investment Company. Outside of his advisory work, he has been employed as an Uber driver and works as an outboard motor marine mechanic. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a wide network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning, consulting, and insurance services.

Tax-loss harvesting
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")