Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert S
Series 66
Phoenix, AZ
LPL Financial
Robert Savage is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., HD Vest Investment Services, and Savage Law, PLC. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.
Miguel E
Series 63, Series 66
Phoenix, AZ
LPL Financial
Miguel Espinoza is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for over a decade. Outside of his advisory role, he has a small non-investment business based in Prescott Valley, AZ. 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 model portfolios and third-party management, supported by technology tools for research and operations.
Thomas M
CFP®, Series 63, Series 65
Phoenix, AZ
LPL Financial
Thomas Mitchell Sr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior roles include positions at Cetera and American Airlines. Outside of his advisory work, he is involved with OneAZ Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms while supporting various investment strategies and operational tools.
Ryan H
Series 66
Phoenix, AZ
LPL Financial
Ryan Hansen is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial and OneAZ Credit Union in 2025, he worked at Edward Jones for three years and Rocket Mortgage for six years. Hansen holds a Series 66 designation. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Rebecca G
Series 63, Series 66
Phoenix, AZ
LPL Financial
Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. 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.
Torrey J
Series 66
Phoenix, AZ
LPL Financial
Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Wells Fargo Investments and Cetera Investment Services. 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 other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies.
Michael S
Series 63, Series 65
Phoenix, AZ
LPL Financial
Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.
Michael K
Series 63, Series 65
Phoenix, AZ
LPL Financial
Michael Kincaid is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at OneAZ Credit Union, New York Community Bank, UBS Financial Services, and KeyBanc Capital Markets. Outside of his advisory work, he is part owner of a gymnastics and cheerleading facility with his wife. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of customizable investment strategies and advisor support tools.
Tammy P
Series 66, Series 63
Phoenix, AZ
LPL Financial
Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. 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 large network of investment adviser representatives and a broad suite of operational tools.
Robert N
Series 63, Series 65
Phoenix, AZ
LPL Financial
Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2001 and has also been affiliated with firms including Raymond James Financial Services Advisors and ONEAZ Credit Union. 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 management services through a large network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters