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

Daniel N

CFP®, Series 63, Series 65

Chesapeake, VA

LPL Financial

Daniel Neice is a CFP® professional based in Chesapeake, VA, with 19 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at DNP&P Group LLC. Neice has also been involved with organizations such as the Financial Planning Association and the Duke Alumni Club of Hampton Roads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party subadvisors.

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

Buck J

Series 63, Series 65

Chesapeake, VA

LPL Financial

Buck Jones is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2018 to 2024, and at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management from 2013 to 2018. Jones holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Michael B

ChFC®, Series 63, Series 65

Chesapeake, VA

LPL Financial

Michael Barclift is a financial advisor at LPL Financial with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Waddell & Reed, and various insurance carriers. Barclift has been involved with community organizations such as the Norfolk Police Foundation and the Portsmouth Boat Club. 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 and financial planning services supported by research and diverse investment strategies.

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

Tearanie P

Series 63, Series 65

Chesapeake, VA

LPL Financial

Tearanie Parker is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for seven years and at Waddell & Reed, Inc. for five years. In addition to her advisory role, she is involved with Shiloh Home Care, a group home in Suffolk, VA. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Charles P

Series 63, Series 65

Chesapeake, VA

LPL Financial

Charles Powell is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, and Allstate Financial Services. Powell also operated Powell Custom Financial Management LLC for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Paul G

Series 66

Chesapeake, VA

LPL Financial

Paul Gregory is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has held various roles across the insurance and financial services sectors, including a nine-year tenure with Waddell & Reed and insurance agencies. Gregory has been active as an insurance agent with multiple carriers alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and diverse investment strategies.

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

Jeff C

Series 63, Series 65

Chesapeake, VA

LPL Financial

Jeff Calhoun is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Alphastar Capital Management and TransAmerica Financial Advisors. Calhoun also operates a tax preparation and accounting business, Convergent Strategies, LLC, in Virginia Beach. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide 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

Dennis G

Series 66

Chesapeake, VA

LPL Financial

Dennis Greene is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2025, he worked at Edward Jones for one year and spent 25 years with the U.S. Department of Housing & Urban Development. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

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

Louis D

Series 63, Series 65

Chesapeake, VA

LPL Financial

Louis Decuir is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for eight years before joining LPL Financial. 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 and financial planning 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

Michael E

Series 66

Chesapeake, VA

LPL Financial

Michael Estrada is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Duke University and Rein.ai. Outside of his advisory work, he is the managing member of ACME Consulting and Marketing LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, leveraging model portfolios, third-party research, and advanced technologies across its offerings.

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")