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

George T

CFP®, Series 63, Series 65

Winter Haven, FL

LPL Financial

George Thornhill is a CFP® professional with 44 years of experience in the financial industry. He is currently with LPL Financial, having joined in 2026 after 18 years at UBS Financial Services Inc. Thornhill is involved in various entrepreneurial and community activities, including ownership and management roles in agriculture, food distribution, and real estate businesses, as well as serving as treasurer for the charity Heart 4 Winter Haven. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by extensive research and model portfolios.

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

Lesley R

Series 66

Winter Haven, FL

LPL Financial

Lesley Rathbun is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, she worked at UBS Financial Services for six years and was employed at LinkedIn for three years. She took a year for extended travel in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios and investment strategies supported by LPL Research and third-party subadvisors.

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

Joseph K

Series 66

Winter Haven, FL

LPL Financial

Joseph Kolad is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining LPL Financial. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management strategies.

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

Douglas R

Series 66

Winter Haven, FL

LPL Financial

Douglas Rathbun is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and has work history at Cisco Systems from 2014 to 2019. 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 advisory programs, retirement plan consulting, and brokerage services, with investment management supported by research from LPL Research and third-party subadvisors.

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

Thomas O

Series 63

Winter Haven, FL

LPL Financial

Thomas Oldt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. His prior firms include Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advisory work, he contributes as a part-time columnist for The Ledger and serves as a FINRA arbitrator. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from 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")