Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

59 advisors near
25526

Out of 400,000+ nationwide

user avatar
firm logo

George W

ChFC®, Series 63, Series 65

Cross Lanes, WV

Cetera

George Webb is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Cetera Investment Services and Poca Valley Financial. Outside of his financial career, Webb serves as a part-time pastor at Humphreys Memorial UMC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Shahram S

Series 63, Series 65

St Albans, WV

Edward Jones

Shahram Shafii is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pacer Financial Inc, PennMutual, and MiMedX. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

James U

Series 63, Series 66

St Albans, WV

Edward Jones

James Utterback is a financial advisor with Edward Jones in St Albans, WV, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Craig T

Series 63, Series 65

Hurricane, WV

OSAIC

Craig Tuemler is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and PFS Investments Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, supporting a range of investment options and account management styles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Ethan T

Series 63, Series 65

Cross Lanes, WV

Fidelity

Ethan Turner is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with various divisions of Fidelity since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently with Fidelity Investments. Outside of his advisory role, Turner is a partner at MogumoriWorks LLC, a company involved in the buying and selling of trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI techniques in its research and portfolio management processes.

Charitable giving & philanthropy Active portfolio management
firm logo

Kent B

Series 66

Hurricane, WV

Edward Jones

Kent Bailey is a financial advisor with Edward Jones in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. 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 programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
firm logo

Robin B

Series 66

Hurricane, WV

Edward Jones

Robin Bailey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Brittany W

Series 66

Hurricane, WV

Edward Jones

Brittany Willard is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has a background serving in the United States Air Force, including roles in logistics and leadership. Willard is also a director of the KAST Foundation LLC, a nonprofit organization based in Hurricane, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Business ownership considerations Business succession planning Retirement income strategy Planning for children with special needs Military & Veterans Newlywed/Engaged Young Families Parents Intergenerational Families
user avatar
firm logo

Frances A

Series 63, Series 65

Scott Depot, WV

J.P. Morgan Securities

Frances Abrevaya Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

George W

Series 66, Series 63

Winfield, WV

Cetera

George Webb is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cetera Investment Services LLC and Investment Centers of America, Inc. Prior to his financial advisory career, he was employed at Torrison Pools and Spas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

David C

Series 63, Series 65

Hurricane, WV

OSAIC

David Collins is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for his entire career prior to joining OSAIC in 2025. Outside of his advisory role, he serves as president of Collins & Associates LLC, an entity used for tax management purposes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a wide variety of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Christopher M

Series 66

Huntington, WV

Cetera

Christopher Music is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Cetera and related entities since 2019 and is also involved in an independent music production and audio engineering business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jason M

Series 65, Series 63

Hurricane, WV

LPL Enterprise

Jason Moore is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Huntington Investment Company, and Wells Fargo Clearing. Outside of his advisory work, he is an ordained minister in Hurricane, WV, where he officiates weddings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.

Tax-loss harvesting
user avatar
firm logo

Matthew Y

CFP®, Series 66

Hurricane, WV

LPL Financial

Matthew Young is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 18 years of industry experience. He previously worked at G.A. Repple & Company for 17 years and has maintained a separate role as owner and head running coach at Genesis Running LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and participant-level retirement advice solutions.

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

Nathan G

CFP®, Series 66

Milton, WV

Edward Jones

Nathan Gainer is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at West Virginia State University for five years. In addition to his advisory role, he teaches online business classes as an adjunct faculty member at West Virginia State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Intergenerational Families
user avatar
firm logo

Zachary S

Series 63, Series 65

Hurricane, WV

OSAIC

Zachary Sallade is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for seven years and has been involved with Putnam County Schools for over a decade. Outside of advising, he mentors a student interested in pursuing a career as a financial advisor at Teays Valley Christian School. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to various third-party managed account solutions, employing asset-allocation tools and risk assessment to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Arville C

Series 63, Series 65

Hurricane, WV

OSAIC

Arville Cline is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for 12 years. He also owns Cline Business Services, a proprietorship offering full accounting and tax services as well as property and casualty insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on diversified portfolios and access to third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Christopher C

Series 66

Scott Depot, WV

J.P. Morgan Securities

Christopher Childress is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Brian M

Series 63, Series 65

Huntington, WV

Cetera

Brian Music is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is also the owner of Wealthbridge Investments, where he dedicates significant time monthly. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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 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")