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

Tristan P

CFP®, ChFC®, Series 66, Series 63

Corvallis, OR

LPL Financial

Tristan Peterman is a financial advisor with LPL Financial in Corvallis, Oregon, holding CFP® and ChFC® designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, Northwestern Mutual, and Oregon State Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients with financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary management supported by research, model portfolios, and a range of investment strategies.

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

Therese M

CFP®, Series 63, Series 65

Corvallis, OR

LPL Financial

Therese Misner is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. She has held roles at Oregon State Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. Outside of her advisory work, she owns a contemporary art business and manages a farm specializing in polled Herefords. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

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

John K

Series 63, Series 66

Corvallis, OR

LPL Financial

John Kerekanich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Oregon State Credit Union, CUSO Financial Services, LP, and Country Capital Management Company. 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 retirement consulting services, utilizing both discretionary and non-discretionary management approaches.

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

Christopher K

Series 66

Corvallis, OR

LPL Financial

Christopher Knackstedt is a financial advisor with LPL Financial in Corvallis, Oregon, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oregon State Credit Union, CUSO Financial Services, and Suzanne Roppe State Farm. 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 various advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

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

Stephen F

ChFC®, Series 63

Corvallis, OR

LPL Financial

Stephen Fargher is a financial advisor at LPL Financial in Corvallis, OR, holding the ChFC® designation and Series 63 license with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, New York Life Insurance Company, and Oregon State Credit Union. He is also a notary public in the State of Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

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")