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Eric P

CFP®, Series 66

Springfield, OH

LPL Financial

Eric Powell is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. and Baker Krizner Financial Planning. Outside of his advisory role, Powell is a business owner of Ole Brick Tavern LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a wide range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Brendan S

Series 63

London, OH

Edward Jones

Brendan Shea is a financial advisor with Edward Jones in London, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

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

Series 63, Series 65

Springfield, OH

Raymond James Financial

Bart Little is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, he spent 15 years at Sterling Wealth Management and Commonwealth Financial Network. He is also involved with Ohio Entertainment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Steven S

Series 63, Series 66

Springfield, OH

LPL Financial

Steven Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1996. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Andrew B

CFP®, Series 66

Springfield, OH

LPL Financial

Andrew Barlow is a financial advisor with LPL Financial in Springfield, OH, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 13 years and Baker Krizner Financial Planning for nine years. Outside of his advisory role, Barlow operates a financial planning and consulting business focused on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors to provide both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jordan F

Series 66

Springfield, OH

Ameriprise

Jordan Foreman is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked in education at Northeastern Local School District and had positions in communications and retail. He is involved in business ownership outside the industry as a member of WTJA Properties LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed planning and recommendations focused on sustainable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mitchell S

Series 63

Catawba, OH

Cetera

Mitchell Stonestreet is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own business, Stonestreet Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management and retirement services across multiple program structures and custodial relationships.

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

Series 66

Springfield, OH

Edward Jones

James Wasinger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Wyler Automotive for five years. Outside of his advisory role, he owns a coaching business focused on image coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

Series 65, Series 63

Springfield, OH

LPL Financial

Kevin Banks is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in various financial services roles, including at Wright-Patt Credit Union and Fidelity Investments. In addition to his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Pamela C

Series 65

Springfield, OH

Cambridge Investment Research Advisors

Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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