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

Vinay P

Series 63, Series 65

Rockford, IL

LPL Financial

Vinay Phommachanh is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Amcore Investment Services since 2007 and joined LPL Financial in 2021. Outside of advisory services, he owns Bamboo Enterprises, Inc., an investment-related 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 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

Julie S

Series 66

Rockford, IL

LPL Financial

Julie Sandberg is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at BMO Bank, FNIC, Monarch Solutions, Inc., and Arthur J. Gallagher. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diversified investment programs and advisory platforms, supported by extensive operational and research tools, serving over 22,800 advisors nationwide.

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

Bradley K

Series 63, Series 65

Rockford, IL

LPL Financial

Bradley King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked with Amcore Investment Services and Ameriprise. 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 variety 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

Rebecca P

Series 66

Rockford, IL

LPL Financial

Rebecca Peterson is a financial advisor with LPL Financial in Rockford, Illinois. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at BMO Harris Bank and NFP Insurance Solutions and was employed at Monarch Solutions for seven years. 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 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 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")