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

Craig M

Series 63, Series 65

Fernandina Beach, FL

LPL Financial

Craig Munson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and Hilltop Securities. He is also active as an insurance agent with various carriers linked to W&R insurance agencies. 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 advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by both proprietary and third-party research.

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

Alan B

Series 65, Series 63

Fernandina Beach, FL

LPL Financial

Alan Boyer is a financial advisor with LPL Financial and holds Series 65 and Series 63 designations. He has 15 years of industry experience, including prior roles at Synovus Securities, Aetna, Prudential, and his own firm, Boyer & Associates, LLC. He is also owner of Boyer Wealth Management, LLC, a separate investment-related business. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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

Debra D

Series 63, Series 65

Fernandina Beach, FL

LPL Financial

Debra Di Napoli is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63 and Series 65 certifications and previously worked at Merrill for six years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

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

Richard P

Series 63, Series 65

Fernandina Beach, FL

LPL Financial

Richard Perry Jr. is a financial advisor with LPL Financial based in Fernandina Beach, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with National Securities Corp and National Asset Management for six years each prior to joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides various advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and technology-driven investment solutions.

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")