Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Chance G
Series 66
Bend, OR
LPL Financial
Chance Gragert is a Series 66-credentialed financial advisor with LPL Financial, based in Bend, OR. He has been with LPL Financial since 2022 and has two years of industry experience. Prior to his current role, he worked in the food and hospitality sectors, including positions at Laird Superfood and The Open Door Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Joseph F
Series 63, Series 66
Bend, OR
LPL Financial
Joseph Ferrin is a financial advisor with LPL Financial in Bend, Oregon, holding Series 63 and Series 66 credentials and with 35 years of industry experience. He has been with LPL Financial and its predecessor firms since 1994. Ferrin also has involvement with Pacific Financial Insurance, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Tommy S
Series 63, Series 66
Bend, OR
LPL Financial
Tommy Smothers 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 Kms Financial Services, Inc. for 18 years and has been involved with Employee Benefit Design, Inc. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.
William S
Series 66
Bend, OR
LPL Financial
William Smothers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at KMS Financial Services, Inc. for 18 years and has been involved with Employee Benefit Design, Inc. for 25 years, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
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