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

Ann R

ChFC®, Series 63

Houston, TX

LPL Financial

Ann Ronn is a financial advisor with LPL Financial in Houston, TX, holding the ChFC® designation and a Series 63 license. She has 36 years of industry experience, including long tenures at Ameritas Life Insurance Corp. and The AFP Group. In addition to her advisory role, she is a part owner and independent insurance agent with Income Protection Solutions, Inc., and participates in the National Association of Insurance and Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

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

Qaadir W

Series 66

Houston, TX

LPL Financial

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Edward Jones, and leadership involvement in his own firms, Williams Wealth Management LLC and The AFP Group, where he focuses on recruiting, training, and firm operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

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

Chantel W

CFP®, Series 66

Houston, TX

LPL Financial

Chantel Williams is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with LPL Financial and has previous experience at Edward Jones and Ameritas Advisory Services. Williams is also a co-owner of Williams Wealth Management in Houston, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and uses both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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")