Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jill K
Series 63, Series 66
Dixon, CA
LPL Financial
Jill Knoll is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2017, previously with National Planning Corporation. Outside her advisory work, she owns Knoll's Basic Horsemanship, where she teaches horseback riding lessons. 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, utilizing model portfolios and research from both in-house and third-party sources.
Edgar G
Series 66
Dixon, CA
LPL Financial
Edgar Guevara is a financial advisor with LPL Financial based in Dixon, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Bank of Stockton and Bbva Compass. He is also a commissioned notary. 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 plan consulting, with access to model portfolios, research, and various investment strategies.
Thomas S
Series 63, Series 66
Dixon, CA
LPL Financial
Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Bank of Stockton and LPL Financial since 2017 and was previously with National Planning Corp and Bank of Stockton from 1999 to 2017. 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 provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.
Nicholas L
Series 63, Series 66
Dixon, CA
LPL Financial
Nicholas Lenz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL in 2020, he worked at Bank of Stockton and Cintas Corporation. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Stanley T
Series 65, Series 63
Dixon, CA
LPL Financial
Stanley Tzikas is a financial advisor with LPL Financial in Dixon, CA, holding Series 65 and Series 63 credentials and possessing 37 years of industry experience. He has worked with the Bank of Stockton and National Planning Corporation prior to his current roles at LPL Financial and Bank of Stockton Investment and Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.
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