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

Stephanie H

Series 66

Clackamas, OR

LPL Financial

Stephanie Hammond is a financial advisor at LPL Financial based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management strategies.

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

Jau Der T

Series 66

Clackamas, OR

LPL Financial

Jau Der Tsai is a financial advisor with LPL Financial based in Clackamas, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

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

Alec F

Series 66

Clackamas, OR

LPL Financial

Alec Fourie is a financial advisor at LPL Financial in Clackamas, OR, with five years of industry experience and a Series 66 designation. His work history includes roles at Financial Advocates Investment Management and Merrill Lynch. He has also worked outside finance, including positions at Darden (Olive Garden) and Conversa Spain. 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 advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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

John O

Series 63, Series 65

Clackamas, OR

LPL Financial

John Olson is a financial advisor at LPL Financial in Clackamas, OR, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and NBC Securities. Outside of his advisory role, he is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management strategies.

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

Brittany A

Series 63, Series 66

Clackamas, OR

LPL Financial

Brittany Amarillas is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Edward Jones for six years and Chase Bank for eight years. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

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

Ariella J

Series 66

Clackamas, OR

LPL Financial

Ariella Jochai is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 designation and eight years of industry experience, including two years as an advisor. She previously worked at Lake Oswego Hunt and was self-employed. Jochai also serves as a notary in Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management options.

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

Matthew R

CFP®, Series 66

Clackamas, OR

LPL Financial

Matthew Russell is a Certified Financial Planner® with 22 years of industry experience. He is currently affiliated with LPL Financial and On Course Wealth Advisors, having previously worked at CUSO Financial Services, LP and Advantis Credit Union. Russell is involved with On Course Wealth Advisors LLC, an entity related to his LPL business. 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 advisers. The firm offers a variety of advisory programs and financial services, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

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

Stephen W

CFP®, Series 63, Series 65

Clackamas, OR

LPL Financial

Stephen Wilmot is a CFP®-designated financial advisor with LPL Financial in Clackamas, Oregon, bringing 41 years of industry experience. He has been associated with Seasons Financial Group and LPL Financial since 2002. Outside of advising, Wilmot serves as a tour host and is a board member of Western Seminary, a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

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

Ira F

Series 63, Series 65

Clackamas, OR

LPL Financial

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

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

Sharon B

Series 66

Clackamas, OR

LPL Financial

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, research, and advanced technologies.

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")