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

Chang L

Series 63, Series 65

Montville, NJ

LPL Financial

Chang Lee is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Ic Advisory Services Inc., MassMutual Life Insurance, and Raymond James Financial Services. Lee also operates a tax preparation and accounting service alongside his advisory role. 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 and model portfolio programs, 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

Roger M

Series 63, Series 65

Montville, NJ

LPL Financial

Roger Moss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include Ameriprise, Banc of America Investment Services, The Investment Center Inc, and Ic Advisory Services Inc. He is also involved in tax preparation and accounting through Mileto Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment programs and institutional platforms, combining a wide range of advisory tools with extensive non-advisory financial services.

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

Knut L

Series 66

Montville, NJ

LPL Financial

Knut Lundberg is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, Commonwealth Financial Network, and Ameriprise. Lundberg serves on the board of the Swiss SkiClub of New York, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a broad selection of investment strategies, supported by advanced operational and 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

Lawrence M

Series 63, Series 65

Montville, NJ

LPL Financial

Lawrence Marciano III is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at several firms, including Ameriprise Financial Services, Inc., Stifel, and Ryan Beck & Co. Marciano is also involved in tax preparation and accounting services through Prestige Family Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by extensive research and technology tools.

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

Chris P

Series 66

Montville, NJ

LPL Financial

Chris Plechy is a financial advisor at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, Ameriprise Financial Services, Inc., STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a business entity called CJP Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 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

Robert G

Series 63, Series 65

Montville, NJ

LPL Financial

Robert Gude is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Citigroup Global Markets, IC Advisory Services, Inc., and The Investment Center, Inc. Gude also operates Montville Financial Group as a business related to his activities at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by sophisticated operational and 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

John L

Series 63, Series 65

Montville, NJ

LPL Financial

John Lederer is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oppenheimer, Morgan Stanley, UBS Financial Services, Citigroup Global Markets, and Citicorp Investment Services. 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 advisory and brokerage services through a broad network, using various investment strategies and platforms tailored to client needs.

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

Lynn L

Series 66

Montville, NJ

LPL Financial

Lynn Liaskos is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, PNC Wealth Management, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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

Daniel A

Series 66

Montville, NJ

LPL Financial

Daniel Antokal is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ic Advisory Services Inc. Antokal serves as a board member of the Rotary Club of Park Ridge, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

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”)