Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dalton B
Series 66
Clearwater, FL
LPL Financial
Dalton Brown is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 credential and has worked at LPL Financial since 2019, with prior roles at Michael R. Nelson Jr. and Waddell & Reed Inc. 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 advisory programs, financial planning, and brokerage services supported by research and technology.
Sharon T
Series 66
Clearwater, FL
LPL Financial
Sharon Toston is a financial advisor at LPL Financial with six years of industry experience and holds a Series 66 credential. Her prior roles include positions at Waddell And Reed, Inc. and various insurance carriers with W&R Insurance Agency. She also managed Command Your Clutter, a business she operated for nine years. 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 advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.
Michael N
Series 66
Clearwater, FL
LPL Financial
Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, INC. He is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, and brokerage services, providing both discretionary and non-discretionary management supported by 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