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

Nora B

Series 66

Duluth, MN

LPL Financial

Nora Benzen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked with several firms including Waddell & Reed Inc and Susan Stelman LLC prior to joining LPL Financial. In addition to her advisory work, she is involved with Carrie Kelley, LLC in a non-investment capacity. LPL Financial is a national 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 and financial planning services supported by proprietary and third-party research and portfolio management solutions.

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

Colton G

Series 66

Duluth, MN

LPL Financial

Colton Godbout is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Carrie Kelley, LLC, Waddell & Reed Inc, and Susan Stelman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

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

Nicholas C

Series 66

Duluth, MN

LPL Financial

Nicholas Clark is a financial advisor with LPL Financial based in Duluth, MN, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at LPL Financial and Frandsen Bank and Trust since 2019 and has prior experience with Waddell & Reed Inc and various insurance agencies. 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 representatives. The firm provides a range of advisory programs, financial planning services, and brokerage offerings supported by research and model portfolios.

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

Carrie K

CFP®, Series 66

Duluth, MN

LPL Financial

Carrie Kelley is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance agencies, and her own firms, Carrie Kelley LLC and Lake Rock Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, 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 discretionary and non-discretionary management supported by in-house and third-party research.

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")