Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kacy A
Series 66
El Segundo, CA
LPL Financial
Kacy Allen is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2026, Allen spent 19 years at Crispigna Financial and Harbour Investments, Inc. Outside of finance, Allen has been involved with Shadian Landscaping for two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Jerilyn B
CFP®, Series 63, Series 65
El Segundo, CA
LPL Financial
Jerilyn Blue is a Certified Financial Planner® with 27 years of industry experience, currently serving clients at LPL Financial since 2010. She is based in El Segundo, CA. Outside of her advisory role, she is the owner and president of an aviation lease business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management.
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