Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joseph C
Series 63, Series 65
Roanoke, VA
LPL Financial
Joseph Crandall is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes multiple roles at Mutual of Omaha and LPL Financial since 2016. Outside of his advisory work, he is a self-employed musician and participates as a visitor host and growth coordinator with the BNI networking group in Roanoke. 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 range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Andrew S
Series 63, Series 66
Roanoke, VA
LPL Financial
Andrew Schenker is a financial advisor with LPL Financial based in Roanoke, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Bank of Botetourt, Cetera Advisor Networks, and Truist Investment Services. He is also involved with Precision Restoration, an entrepreneurial venture. 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 advisory and brokerage services through a broad network of investment adviser representatives, employing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.
George W
Series 66
Roanoke, VA
LPL Financial
George Wootten IV is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2021 and previously spent four years with CETERA Advisor Networks LLC. Wootten also operates Valley Wealth Group, which he has been affiliated with for ten years. 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 access to model portfolios and third-party asset managers.
Jaret M
Series 66
Roanoke, VA
LPL Financial
Jaret Mutter is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at UBS Financial Services, Truist Investment Services, and Cetera Advisor Networks. In addition to his advisory work, he serves as board president of Hunting Hills Country Club. 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 institutions. The firm supports a broad network of investment adviser representatives through diverse investment platforms and utilizes advanced tools to assist advisors with operational and research functions.
Tanya V
Series 63, Series 66
Roanoke, VA
LPL Financial
Tanya Vess is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her work history includes positions at Truist Investment Services, INC., SunTrust Advisory Services, Wells Fargo Clearing, and currently Bank of Botetourt. 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 institutional platforms.
William T
CFP®, Series 63, Series 65
Roanoke, VA
LPL Financial
William Thompson Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Valley Wealth Group, Cetera Advisor Networks, Wells Fargo, Merrill, and UBS Financial Services. In addition to his advisory work, he is involved in Bedlam Manor Farm LLC. 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 investment programs, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.
Justin W
Series 65, Series 63
Roanoke, VA
LPL Financial
Justin Whorley is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and First Citizens Bank, as well as service in the Armed Forces for eight years. He is also associated with Valley Wealth Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.
Michael B
Series 66
Roanoke, VA
LPL Financial
Michael Blanchard is a financial advisor with LPL Financial based in Roanoke, VA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Blue Eagle Wealth Management, Cetera Advisor Networks, and Valley Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Tiffany R
Series 66
Roanoke, VA
LPL Financial
Tiffany Rawling is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Bank of Botetourt, Blue Eagle Credit Union, Valley Wealth Group, Cetera Advisor Networks, and Truist Investment Services. She is also a commissioned notary public. 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 management, supported by extensive operational tools and a large network of advisors.
Tim H
CFP®, Series 66
Roanoke, VA
LPL Financial
Tim Ha is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cetera Advisor Networks, Investment Centers of America, and Equitable Advisors. He is also associated with Valley Wealth Group, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by various investment platforms and technology tools.
Carlton W
Series 66
Roanoke, VA
LPL Financial
Carlton Ward is a financial advisor at LPL Financial in Roanoke, VA, holding a Series 66 credential with one year of industry experience. His work history includes roles at Sewanee: The University of the South, Valley Wealth Group, and North Cross School. 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 investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account management.
Jordan S
Series 66
Roanoke, VA
LPL Financial
Jordan Sereno is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked previously at Cetera Advisor Networks LLC and BNC Bank, among other firms. Sereno is also involved with Valley Wealth Group, which operates as a DBA for his LPL business. 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, model portfolio programs, third-party asset management, and institutional platforms.
Teri R
Series 66
Roanoke, VA
LPL Financial
Teri Reed is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill, Davenport & Company LLC, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of her advisory work, she is involved with Big Black Dog Farms LLC in Callaway, VA. 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 institutional platforms, supported by a network of over 22,800 advisors.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters