Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christopher S
Series 66
West Warwick, RI
LPL Financial
Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at various insurance carriers for W&R Insurance Agencies, Waddell and Reed, Inc., Ameriprise Financial Services, Inc., and Kj Designs and Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.
David S
Series 63, Series 65
West Warwick, RI
LPL Financial
David Stern is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by proprietary and third-party research.
Alan L
Series 63, Series 66
West Warwick, RI
LPL Financial
Alan Lao is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at RC Restaurant Group, BJH LLC, Colonial Life, and Waddell & Reed. Outside of financial advising, he has experience in the restaurant industry, having worked at Tokyo Restaurant for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.
Taylor C
Series 66
West Warwick, RI
LPL Financial
Taylor Cann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, Cann worked at Waddell & Reed and various insurance carriers. Outside of advising, Cann is involved in several bookkeeping and office management roles across multiple small businesses. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory and brokerage services supported by research and diversified investment strategies.
Nicholas C
Series 66
West Warwick, RI
LPL Financial
Nicholas Caccia is a financial advisor with LPL Financial based in West Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in mortgage services at CrossCountry Mortgage, LLC and other mortgage firms from 2013 to 2019. He continues to maintain involvement with CrossCountry Mortgage as a mortgage professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.
Brian S
Series 66
West Warwick, RI
LPL Financial
Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.
Robert F
Series 63, Series 65
West Warwick, RI
LPL Financial
Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Oppenheimer & Co and Waddell & Reed, Inc. Fairbrothers operates Sardelli & Hutchinson Wealth Management as a DBA for his LPL business in West Warwick, RI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.
Brea H
Series 63, Series 65
West Warwick, RI
LPL Financial
Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.
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