Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Allie W
Series 63, Series 66
Clearwater, FL
LPL Financial
Allie Winchester is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Dicks Sporting Goods, the YMCA of the Suncoast, and East Lake High School. Outside of her advisory role, she is involved with AB Hauling, a non-investment-related 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management solutions.
Paul G
Series 63, Series 65
Clearwater, FL
LPL Financial
Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 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 financial planning, advisory programs, and retirement plan consulting services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.
Bethanie G
Series 66, Series 63
Clearwater, FL
LPL Financial
Bethanie Gore is a financial advisor with LPL Financial in Clearwater, FL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, she worked at Northwestern Mutual in various capacities from 2023 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.
Nicholas G
Series 66
Clearwater, FL
LPL Financial
Nicholas Grande is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and having approximately five years of combined work experience across financial services and other industries. His professional background includes roles at Bank of America and U-Vest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and access to research and model portfolios.
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