Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ryan T
Series 66
Rockville, MD
LPL Financial
Ryan Troxell is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, T. Rowe Price, and Fidelity Investments. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Steven H
Series 63, Series 65
Rockville, MD
LPL Financial
Steven Heger is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Mass Mutual Investors Services and Global Retirement Partners, LLC, where he continues to provide investment advisory services. Outside of his advisory work, he is involved with A Pineapple Life, a business entity maintained for tax and investment purposes unrelated to his financial advisory duties. LPL Financial is a nationwide broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors, utilizing various investment strategies and operational technologies.
Eric M
Series 63, Series 65
Rockville, MD
LPL Financial
Eric Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Grove Point Advisors, Meyers Hurvitz Abrahams LLC, GEM Financial Services, and H. Beck, Inc. He is based in Rockville, MD. 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 a large network of advisors and advanced operational tools.
Shaviaea W
Series 63, Series 65
Rockville, MD
LPL Financial
Shaviaea Williams is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at T. Rowe Price, ODU Security, TowneBank, and several other organizations. She has also worked in delivery services and legal support, and spent five years at Norfolk State University. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.
Noreen M
Series 65
Rockville, MD
LPL Financial
Noreen Miyake Char is a financial advisor with LPL Financial, holding a Series 65 credential and 20 years of industry experience. Her prior roles include positions at Maryland Financial Group, Inc. and American Asset Management Group, Inc. She is based in Rockville, MD. 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, utilizing technology tools to support advisors while maintaining a broad scope of non-advisory financial services.
Jennifer S
CFP®, Series 63, Series 65
Rockville, MD
LPL Financial
Jennifer Smith is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at UBS Financial Services and Convergent Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutional clients through a large network of investment adviser representatives. The firm offers a range of solutions, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.
Christopher C
Series 63, Series 65
Rockville, MD
LPL Financial
Christopher Cox is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc., The Monitor Group, LLC, Financial Concepts Unlimited, Inc., and Citicorp Investment Services. Outside of his advisory work, he owns a karate academy in Washington, DC. 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 various advisory services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.
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