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

John H

Series 66

St. Petersburg, FL

LPL Financial

John Hoke is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and CPS Investment Advisors. In addition to his advisory work, he serves as a 1st Lieutenant in the Army Reserves. 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, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

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

Susan H

Series 66

St. Petersburg, FL

LPL Financial

Susan Hinckley is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 credential and eight years of industry experience. She has been with LPL Financial since 2018, following two years of self-employment and extended travel. 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 financial planning and investment management services using both proprietary and third-party strategies, supported by extensive operational and research resources.

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

Cheryl B

Series 63, Series 65

St. Petersburg, FL

LPL Financial

Cheryl Baker is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Linsco / Private Ledger Corp. since 2002. Outside of her advisory role, she is a commissioned notary public. 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 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

James G

Series 66

St. Petersburg, FL

LPL Financial

James Garrity is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and offering 26 years of industry experience. His career includes roles at Charles Schwab and Morgan Stanley, and he has been with LPL Financial since 2014. In addition to his advisory work, he is involved with Zija (formerly QIVANA), a business he has been connected with since 2009. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that includes insurance and banking partnerships.

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

Jake H

CFP®, CFA®, Series 66

St. Petersburg, FL

LPL Financial

Jake Hayes is a financial advisor at LPL Financial in St. Petersburg, FL, with seven years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fisher Investments, Bank of America, Merrill, and Merrill Lynch. Outside of his advisory role, Hayes is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a broad product lineup.

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

Ryan K

Series 66

St. Petersburg, FL

LPL Financial

Ryan Kwiatkowski is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 credential and 10 years of industry experience. He has worked with Retirement Solutions, Inc. and LPL Financial since 2015. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Caroline K

Series 63, Series 66

St. Petersburg, FL

LPL Financial

Caroline Kwiatkowski is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Varde Partners and Northern Trust Asset Management. Outside of her advisory role, she is involved with Retirement Solutions of Florida, Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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

James D

CFP®, Series 63

St. Petersburg, FL

LPL Financial

James Dolan is a CFP® professional with over 32 years of industry experience. He has been with LPL Financial since 2002 and holds a Series 63 registration. In addition to his advisory role, he operates Vision Financial Group, Inc. and is involved in managing real estate investments, including an office building that partially houses LPL offices. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Brooks W

Series 63, Series 66

St. Petersburg, FL

LPL Financial

Brooks Wallington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at PSI Advisors LLC, Princor Financial Services Corporation, Principal Life Insurance Company, and several other firms. 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 advanced operational and research 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 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”)