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

Thomas K

Series 65

Miami, FL

LPL Financial

Thomas Krol is a financial advisor at LPL Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Brickell Analytics and Nomi Health, as well as positions at The White House and political organizations in 2020. 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 a network of over 22,800 advisors and advanced research tools.

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

Jordan E

Series 66

Miami, FL

LPL Financial

Jordan Ellerbe is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Park Avenue Securities, Guardian Life Insurance Company, and The Bulfinch Group. In addition to his advisory role, Ellerbe is involved with LRB Wealth Strategies LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options.

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

Michael C

Series 66

Miami, FL

LPL Financial

Michael Clevenger is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Benjamin F Edwards and held positions at Deloitte & Touche LLP and Ernst and Young LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies 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

Eliana C

Series 63

Miami, FL

LPL Financial

Eliana Carrier is a financial advisor with LPL Financial in Miami, FL, holding a Series 63 designation and two years of industry experience. She previously worked at Northwestern Mutual and has been involved with Carrier Wealth Management since 2020. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset 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

John S

Series 63, Series 66

Miami, FL

LPL Financial

John Sarlat is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 66 designations and having 30 years of industry experience. He worked at Raymond James & Associates for nine years before joining LPL Financial in 2009. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, using a range of advisory strategies supported by 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

Gustavo C

Series 63, Series 65

Miami, FL

LPL Financial

Gustavo Caballero Jr. is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Space Coast Credit Union, Wells Fargo Clearing, and Morgan Stanley, among others. 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 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

Blake C

CFP®, ChFC®, Series 65, Series 63

Miami, FL

LPL Financial

Blake Calligaro is a financial advisor with LPL Financial based in Miami, FL, holding CFP® and ChFC® designations and 12 years of industry experience. His prior roles include positions at Northwestern Mutual companies from 2014 to 2025 and a brief tenure at Running Wild in 2023. Outside of advisory services, he is also active as an insurance agent with MassMutual. 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 financial planning and investment solutions, leveraging a large network of advisers and multiple advisory platforms to deliver both discretionary and non-discretionary account management.

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

Juan Pablo B

Series 66

Miami, FL

LPL Financial

Juan Pablo Bejarano is a financial advisor with LPL Financial in Miami, FL, holding a Series 66 designation and having 13 years of industry experience. He has been with LPL Financial since 2013. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive technology tools with a broad network of more than 22,800 advisors.

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

Wilber A

Series 63, Series 66

Miami, FL

LPL Financial

Wilber Aguirre is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo. He is also involved in Aguirre Wealth Management LLC, a separate business entity used for tax and investment purposes. 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, including financial planning and access to model portfolios and third-party asset managers.

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

Kaylee M

Series 66

Miami, FL

LPL Financial

Kaylee Makel is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at BlackRock, Invesco, Morgan Stanley, and American Express. She is also employed outside the investment industry with Productions+ and the University of Miami. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors offering a range of advisory and brokerage services.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)