Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

680 advisors near
22079

Out of 400,000+ nationwide

user avatar
firm logo

Fulton B

Series 63, Series 66

Alexandria, VA

Cambridge Investment Research Advisors

Fulton Bridges is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at Navy Federal Investment Services and PNC Investments. In addition to his advisory role, Bridges is president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
firm logo

Michael F

Series 66

Alexandria, VA

Fidelity

Michael Fazio is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in creating financial goals for themselves and their families by developing tailored financial plans. He emphasizes trust, reliability, and communication in his client relationships. Prior to his current position, Michael held several roles at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Service Representative from 2023 to 2024. This progression reflects his experience within the financial services industry. Outside of his professional responsibilities, Michael has interests in cars, fitness, food, military service, motorcycles, and swimming.

General retirement planning Income planning Cash flow / budgeting
user avatar
firm logo

Wanda R

Series 66

Alexandria, VA

Wells Fargo Clearing

Wanda Rhim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. She worked at Merrill for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
user avatar
firm logo

Kevin M

Series 65, Series 63

Springfield, VA

Primerica Advisors

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His work history includes roles at American Color and Virginia Canopy Tours. He is also involved in the sale of non-investment related products, including home security and automation services through affiliated companies. Primerica Advisors is a large institutional firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies from unaffiliated asset managers, supported by custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Marika H

Series 63, Series 66

Alexandria, VA

Wells Fargo Clearing

Marika Husovsky is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
user avatar
firm logo

James B

Series 65, Series 63

Manassas, VA

Cambridge Investment Research Advisors

James Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, OneAmerica Securities, and Ryan Bennett LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Charles M

Series 63, Series 65

Alexandria, VA

Wells Fargo Advisors

Charles Markson is a financial advisor with Wells Fargo Advisors based in Alexandria, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His career includes 11 years at Raymond James & Associates and nine years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. He is also the owner of CBM Holdings, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Joshua J

Series 66

Alexandria, VA

Merrill

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, focusing on wealth management strategies. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in investment advisory services.

Wealth management Financial Professional
firm logo

Young J

CFP®, ChFC®, Series 63, Series 65

Fairfax, VA

Edward Jones

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Planning for children with special needs General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
firm logo

Matthew E

CFP®, Series 66

Fairfax, VA

Edward Jones

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of more than 23,000 financial advisors and 15,000 branch offices.

Divorce financial planning Business ownership considerations Retirement income strategy Planning for children with special needs General estate planning guidance Founder/Business Owner
user avatar
firm logo

Hizikiel H

Series 66, Series 63

Alexandria, VA

Fidelity

Hizikiel Holloman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and less than one year of industry experience. Prior to joining Fidelity, Holloman held various roles including positions at Starcenter Multisport and LISC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
firm logo

Linda S

Series 66

Waldorf, MD

Edward Jones

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Retirement income strategy Military & Veterans Founder/Business Owner Women Professionals Intergenerational Families
user avatar
firm logo

Alexander S

Series 66

Springfield, VA

Edward Jones

Alexander Skolnitsky is a Series 66 credentialed financial advisor with Edward Jones in Springfield, VA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Gerald P

Series 66

Alexandria, VA

Morgan Stanley

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

General estate planning guidance
firm logo

Brian B

Series 66

Alexandria, VA

Fidelity

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Wealth management Financial Professional
user avatar
firm logo

Adam E

Series 66

Woodbridge, VA

Wells Fargo Clearing

Adam Entin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Timothy V

CFP®, Series 63, Series 65

Woodbridge, VA

LPL Financial

Timothy Vessell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. Outside of his advisory work, he is involved in insurance brokerage sales, including term life, universal life, long-term care, disability insurance, and fixed annuities. 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 operational tools and a broad network of more than 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

Mitchell H

Series 63, Series 65

Alexandria, VA

Morgan Stanley

Mitchell Hailey is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and investment committee insights.

General estate planning guidance
user avatar
firm logo

Jennifer K

Series 66

La Plata, MD

Edward Jones

Jennifer Kling is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and concurrently serves in the DC Air National Guard, where she works as a flight attendant transporting U.S. leaders and supervises six troops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Carlos V

Series 66

Alexandria, VA

Merrill

Carlos Velasco II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at Capital One Bank, SunTrust Bank, and Dulles Drywall Inc. Outside of his advisory role, he is a general partner and managing member of Brasileirei, a limited liability company in Woodbridge, Virginia, where he assists with inventory, business management, and finance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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”)