Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Timothy R
Series 65
San Diego, CA
LPL Financial
Timothy Rodney is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 65 designation and has prior experience with Transamerica Financial Advisors and World Financial Group. In addition to his advisory role, he operates a tax preparation and accounting service. 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, and institutional platforms, supported by advanced research and operational tools.
Bao D
Series 66
San Diego, CA
LPL Financial
Bao Duong is a financial advisor at LPL Financial with one year of industry experience. He has been with LPL Financial since 2018 and previously worked at Waba Grill from 2014 to 2018. He holds the Series 66 designation and is based in San Diego, CA. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.
Jared B
Series 66
San Diego, CA
LPL Financial
Jared Bergeron is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Proven Recruiting and White Chocolate Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory, and brokerage services, employing various investment strategies supported by research and technology tools.
Robert K
Series 63, Series 65, Series 66
San Diego, CA
LPL Financial
Robert Keller is a financial advisor with LPL Financial, holding Series 63, 65, and 66 registrations and over 32 years of industry experience. His career includes roles at B. Riley Wealth Advisors, Morgan Stanley, Merrill, and other firms. Keller also operates Keller Capital, a DBA related to his LPL 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of investment strategies.
Gregory P
Series 66
San Diego, CA
LPL Financial
Gregory Peebles is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years. He is based in San Diego, CA. 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, including model portfolios and access to third-party asset managers.
John S
Series 63, Series 66
San Diego, CA
LPL Financial
John Scarabino is a financial advisor with LPL Financial in San Diego, CA. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining LPL Financial in 2012, he worked at Morgan Stanley and its affiliated entities from 2006 to 2012. 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, with advice delivered primarily through its network of investment adviser representatives.
Matthew W
Series 66
San Diego, CA
LPL Financial
Matthew Wong is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 credential and has been with LPL in various capacities since 2007. Outside of his advisory work, he is a business owner of Simply Modern by Wong, where he builds and occasionally sells custom furniture. 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.
Colin H
Series 66
San Diego, CA
LPL Financial
Colin Hindman is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining LPL Financial, he worked at Northwestern Mutual for three years and has held roles in community-focused organizations and other industries. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research and technology tools.
Linh T
Series 63, Series 65
San Diego, CA
LPL Financial
Linh Truong is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. Prior to joining LPL in 2026, Truong worked at Raymond James Financial Services and First Tech Federal Credit Union, among other firms. Outside of advisory work, Truong owns and manages a rental real estate property. 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 of representatives, employing a range of investment strategies and technology tools to support portfolio management.
Carla S
Series 66
San Diego, CA
LPL Financial
Carla Stirling is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has previously worked at Cetera Advisor Networks, Carson Group Partners, Parsons Financial Advisors, and UBS Financial Services. Outside of her advisory role, Carla is involved with Parsons Accounting and Tax Services, providing tax preparation and accounting 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.
Nicholas P
Series 63, Series 65
San Diego, CA
LPL Financial
Nicholas Pistoresi is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining LPL Financial in 2025. 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, and institutional platforms, supported by a broad network of over 22,800 advisors.
Enrique R
Series 66
San Diego, CA
LPL Financial
Enrique Riveros Valle is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has six years of industry experience, including prior roles at Wells Fargo Clearing, Bank of America, Merrill, and automotive groups. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.
David R
CFP®, Series 63, Series 65
San Diego, CA
LPL Financial
David Routh is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2024. His prior experience includes over two decades at First Allied Securities and subsequent roles at Cetera Advisors and First Allied Advisory Services. He is also involved in a small non-variable insurance business selling life and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions combined with extensive non-advisory financial activities.
Pamela S
Series 66
San Diego, CA
LPL Financial
Pamela Swiontek is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with 12 years of industry experience. She has been with LPL Financial since 2016. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Marcus C
Series 66
San Diego, CA
LPL Financial
Marcus Caines is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as experience in the restaurant and industrial supply sectors. He also worked at San Diego 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.
Chase G
Series 66
San Diego, CA
LPL Financial
Chase Gould is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL, he worked at Ralph's Grocery Store and was involved in education through roles at Aviara Oaks Middle School, Carlsbad High School, and San Diego 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive resources.
Ryan P
Series 66
San Diego, CA
LPL Financial
Ryan Popat is a financial advisor with LPL Financial based in San Diego, CA, holding a Series 66 credential and two years of industry experience. He has been with LPL Financial since 2023 and also serves as president and business owner of RRPRRP Inc, a food truck business. Prior to his advisory role, he held positions at California State University, Sacramento, and worked in the restaurant industry. 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 both proprietary research and third-party strategies to support a broad range of investment approaches.
Scott G
Series 63, Series 65
San Diego, CA
LPL Financial
Scott Glasson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior firms include Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he is involved in writing and music publishing. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.
Rachel W
Series 66
San Diego, CA
LPL Financial
Rachel Weathers is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, she worked at Bancwest Investment Services and Bank of the West. Outside of her advisory role, she is employed as a research assistant with Feemster Law Enforcement and is a commissioned notary public. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.
Khiet V
Series 63, Series 66
San Diego, CA
LPL Financial
Khiet Vo is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at BMO Harris Bank, HSBC Securities, Wells Fargo Advisors, and BancWest 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining broad financial services with oversight of substantial discretionary assets and a large advisor network.
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