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

Melissa M

Series 63, Series 66

Williamsburg, VA

LPL Financial

Melissa Murchison is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 66 credentials, and has seven years of industry experience. She has been with LPL Financial since 2024 and is also the owner of MDM Consulting Group LLC. Additionally, she teaches at the University of Richmond School of Professional and Continuing Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Kevin M

Series 66

Williamsburg, VA

LPL Financial

Kevin Mallory is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Edward Jones, and M. Price Distributing Company. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jason C

Series 66

Williamsburg, VA

LPL Financial

Jason Cooprider is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Jason is also involved with Cooprider Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Warren M

Series 66

Williamsburg, VA

LPL Financial

Warren Martin is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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")