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

John G

Series 63, Series 65

Chesapeake, VA

LPL Financial

John Gillis Jr. is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years prior to joining LPL Financial in 2019. He is also the managing member of JCG LLC, an investment-related business entity. 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, retirement plan consulting, 529 account management, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

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

Kenneth S

Series 63, Series 65

Chesapeake, VA

LPL Financial

Kenneth Speight is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at firms including Grove Point Advisors LLC, Sterling Financial Group, and Eagle Strategies. Outside of advisory work, he operates Chesapeake Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

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

Dwight W

Series 66

Chesapeake, VA

LPL Financial

Dwight Wagaman is a financial advisor with LPL Financial, holding a Series 66 designation and based in Chesapeake, VA. He has worked in various roles including positions at ThayerMahan, Delta Defense, Point One USA, and Veterans United Home Loans, and served in the United States Navy from 2013 to 2021. He joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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

Brent W

Series 66

Chesapeake, VA

LPL Financial

Brent Webber is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Chubb and has experience in the food service industry. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.

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

Carter J

Series 66

Chesapeake, VA

LPL Financial

Carter Johns is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services. Johns is also involved with JCG LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, along with technology such as machine learning to support its investment strategies.

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

Anne R

Series 63, Series 65

Chesapeake, VA

LPL Financial

Anne Roach is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Linsco/Private Ledger Corp. since 1999. Roach is also a licensed notary public and writes life insurance policies as a producer for several companies including West Coast Life, Genworth, Crump, Penn Mutual, and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

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

John G

Series 66

Chesapeake, VA

LPL Financial

John Gillis III is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. His work history includes roles at LPL Financial as well as positions at Embry-Riddle Aeronautical University, Ameriprise Financial, and Weed Man Lawn Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of discretionary and non-discretionary management strategies supported by research and technology.

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

David W

Series 63, Series 65

Chesapeake, VA

LPL Financial

David Webber is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

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

Michael C

Series 66

Chesapeake, VA

LPL Financial

Michael Chu is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2019. Outside of his advisory work, he is a commissioned notary in Virginia and acts in a fiduciary capacity through a power of attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources alongside both discretionary and non-discretionary management.

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

Jonathan S

Series 66

Chesapeake, VA

LPL Financial

Jonathan Speight is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Sterling Financial Group, where he has eight years of experience. Outside of his advisory role, he assists at Chesapeake Tax Service in preparing client tax returns. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and various investment strategies.

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")