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

George P

Series 66

Las Vegas, NV

LPL Financial

George Pierce is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously with Merrill from 2013 to 2016. Pierce also operates Pierce Wealth Management as an extension of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Charlton S

ChFC®, Series 63, Series 65

Las Vegas, NV

LPL Financial

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher C

Series 63, Series 65

Las Vegas, NV

LPL Financial

Christopher Coyer is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Net Law Inc, WealthWave, Transamerica Financial Advisors, and Niagara University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy C

Series 66

Las Vegas, NV

LPL Financial

Timothy Chauser is a Series 66-licensed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Wealth Services, LLC and Chauser & Company, Inc. in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

William P

Series 63, Series 65

Las Vegas, NV

LPL Financial

William Pierce is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

James A

Series 63, Series 65

Las Vegas, NV

LPL Financial

James Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2004, following a decade at MSI Financial Services, Inc. Atkins also operates a non-variable insurance business under Atkins Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ilana A

Series 66

Las Vegas, NV

LPL Financial

Ilana Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Before joining LPL Financial, she worked as a freelance musician and with theatrical productions, and she also provides piano lessons outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of financial planning and investment management services delivered through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jose B

Series 63, Series 65

Las Vegas, NV

LPL Financial

Jose Bonilla is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes positions at Transamerica Financial Advisors, WealthWave, and Netlaw. He also holds a Nevada notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of professionals, utilizing both proprietary and third-party investment strategies across various platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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")