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

Henry D

Series 66

Crestview Hills, KY

LPL Financial

Henry Darnell is a financial advisor with LPL Financial in Crestview Hills, KY, holding a Series 66 designation and 12 years of industry experience. His prior roles include work with Waddell & Reed, various insurance carriers, and service in the Kenton County Office of the County Judge/Executive. 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 brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

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

Andrew S

Series 63, Series 65

Crestview Hills, KY

LPL Financial

Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 10 years of industry experience. He has previously worked at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. 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, model portfolios, and retirement plan consulting.

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

Michael T

Series 63, Series 65

Crestview Hills, KY

LPL Financial

Michael Tolle is a financial advisor with LPL Financial in Crestview Hills, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked for The Huntington Investment Company from 2014 to 2021. Outside of his advisory role, he serves as a minister. 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, providing both discretionary and non-discretionary management and access to model portfolios and research.

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

Genevie O

Series 63, Series 65

Crestview Hills, KY

LPL Financial

Genevie Osborn is a financial advisor with LPL Financial in Crestview Hills, KY. She holds Series 63 and Series 65 designations and has 23 years of experience in the industry. Her prior experience includes roles at Waddell And Reed, Inc. and involvement with various business entities such as GMO LLC and Troika Ventures. 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. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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

Aaron S

CFP®, Series 66

Crestview Hills, KY

LPL Financial

Aaron Seyfried is a CFP® with 18 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Northern Kentucky Educators Federal Credit Union, Waddell & Reed, and various insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by research, model portfolios, and technologies such as machine learning.

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")