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 with 19 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and has held positions at firms including DNP&P Group LLC and Waddell & Reed, Inc. He was also involved with the Duke Alumni Club of Hampton Roads for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Buck J

Series 63, Series 65

Chesapeake, VA

LPL Financial

Buck Jones is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has previously worked at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael B

ChFC®, Series 63, Series 65

Chesapeake, VA

LPL Financial

Michael Barclift is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at several firms including Charles Schwab, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he has been involved with organizations such as the Hampton Roads Community Foundation and the Norfolk Police Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with technology and broad financial service capabilities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Tearanie P

Series 63, Series 65

Chesapeake, VA

LPL Financial

Tearanie Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2017 to 2024, and at Waddell & Reed, Inc. from 2012 to 2017. Outside of her advisory role, she is involved with Shiloh Home Care, a group home in Suffolk, VA. 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, supporting advisors with research tools and a broad suite of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Charles P

Series 63, Series 65

Chesapeake, VA

LPL Financial

Charles Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Allstate Financial Services, MassMutual Life Insurance Company, and Waddell & Reed, among others. Powell has also operated Powell Custom Financial Management LLC and is involved with Coastal VA Wealth Group. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Paul G

Series 66

Chesapeake, VA

LPL Financial

Paul Gregory is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Paul Day, Noel Martin, Daniel Neice, Waddell & Reed, Ameriprise, and various insurance carriers associated with W&R Insurance Agencies. He also continues to engage in insurance sales through multiple insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 programs, supported by investment adviser representatives who employ a variety of portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeff C

Series 63, Series 65

Chesapeake, VA

LPL Financial

Jeff Calhoun is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked with several firms, including The Calhoun Financial Group and Alphastar Capital Management, and maintains involvement in tax preparation and accounting through Convergent Strategies, LLC. 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, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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. His career background includes 25 years at the U.S. Department of Housing & Urban Development and a brief tenure at Edward Jones. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes advisor-facing technologies, supporting a large network of advisors managing significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Louis D

Series 63, Series 65

Chesapeake, VA

LPL Financial

Louis Decuir is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, Waddell & Reed, and First Command Brokerage Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael E

Series 66

Chesapeake, VA

LPL Financial

Michael Estrada is a financial advisor with LPL Financial based in Chesapeake, VA. He holds a Series 66 license and has two years of industry experience. Estrada has held roles at LPL Financial since 2023 and is the managing member of ACME Consulting and Marketing LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)