Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Christopher F

Series 66

Virginia Beach, VA

Edward Jones

Christopher Fletcher is a financial advisor at Edward Jones in Virginia Beach, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Legal Benefits Inc. for five years and at Il Giardino Ristorante for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies. The firm operates under a fiduciary standard and is notable for its extensive network of advisors, branch offices, and affiliated financial services.

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

Louis D

Series 63, Series 65

Chesapeake, VA

LPL Financial

Louis Decuir is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, Waddell & Reed, and First Command Brokerage Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

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

Akeem P

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Akeem Prosser is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill before joining Mass Mutual in 2018. Outside of his advisory role, Prosser serves as a pastor and teaches courses at a local church, and he is a board member and co-treasurer of a nonprofit organization that builds tiny homes for disaster victims. Mass Mutual Investors Services operates as an SEC-registered broker-dealer and investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Leslie M

CFP®, Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Leslie Morgan is a CFP® professional with 20 years of experience in the financial services industry. She is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company, having previously worked with Primerica Advisors and Guardian Life Insurance Company of America. Morgan serves on the board of advisors for the CT3 Foundation, a nonprofit organization involved in event planning and coordinating charitable donations. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements utilizing firm-approved software and delivers written recommendations focused on investment categories and strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
firm logo

Brianna S

Series 66

Virginia Beach, VA

Fidelity

Brianna Saltos is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2019, previously working as a Senior Relationship Manager from 2019 to 2021 and as a Financial Consultant from 2021 to 2025. Prior to her tenure at Fidelity, Brianna was a Wealth Advisor Associate at Morgan Stanley between 2018 and 2019 and a Team Manager at Capital Group Companies from 2012 to 2018. Brianna holds a California Insurance License. In her professional approach, she emphasizes establishing trust, listening, and clear communication to identify clients' financial goals and implement investment strategies. Integrity is a core value for her, prioritizing clients' interests. Outside of her professional work, Brianna has personal interests that include gardening, playing musical instruments, and caring for pets.

Wealth management Passive / index investing Active portfolio management
user avatar
firm logo

Jonathan J

Series 63, Series 65

Virginia Beach, VA

LPL Financial

Jonathan Jones is a financial advisor with LPL Financial based in Virginia Beach, VA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He previously worked at MML Investors Services, Inc and MassMutual for over 16 years combined. Since 2018, he has been involved as a contracted presenter providing financial education to federal employees through the National Association of Federal Retirement Education Directors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and retirement advice, with investment approaches that include discretionary and non-discretionary strategies supported by research and advisor tools.

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

Noel M

Series 63, Series 65

Virginia Beach, VA

LPL Financial

Noel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as managing member responsibilities at DNP&P Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a wide range of advisory and financial services.

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

James A

Series 63, Series 65

Virginia Beach, VA

LPL Financial

James Albert is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2015. Prior to that, he was with Mass Mutual Investors Services for eight years and MICG Investment Management, LLC for one year. Outside of his advisory role, he is a part-owner of a family HVAC business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

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

Anoput P

Series 63, Series 65

Virginia Beach, VA

OSAIC

Anoput Phimmasone is a financial advisor with Osaic Wealth, Inc. based in Virginia Beach, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Inc. and Capital One entities between 2015 and 2024. Outside of his advisory role, he serves as managing partner and CIO of P.I.M. Capital, LLC, and holds a 10% ownership interest in the Ride Technology U.S. patent. He is also a board member and investment committee member of the Radford University Foundation, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party solutions to construct managed 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

Amy K

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Amy King is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds a Series 66 designation and has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020. Prior to this, she spent nine years at JTH Tax, Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and various educational programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Robert J

CFP®, ChFC®, Series 63, Series 65

Virginia Beach, VA

LPL Financial

Robert Johnston is a CFP® and ChFC® with 42 years of industry experience. He has worked at firms including Western International Securities, Inc., Financial West Group, Citigroup Global Markets, and Prudential Equity Group, LLC before joining LPL Financial in 2025. Johnston also operates Robert B Johnston Investments Inc., a business entity used for investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and $819 billion in discretionary assets.

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

Tyler V

Series 66, Series 65

Virginia Beach, VA

Edward Jones

Tyler Van Selow is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Virginia Investment Advisory, Dogwood Partners, LLC, Masonry Capital Management, LLC, and Virginia National Bankshares Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Brooke W

Series 66

Virginia Beach, VA

Edward Jones

Brooke Walthall is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she held roles at United Property Associates, Thornton Electrical Company, and other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Charles L

Series 66

Chesapeake, VA

Ameriprise

Charles Lovelace is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he assists with tax preparation for a family-owned tax service. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Rickey M

CFP®, Series 63, Series 65

Virginia Beach, VA

Raymond James Financial

Rickey Mayo is a CFP® professional affiliated with Raymond James Financial in Virginia Beach, VA, with 42 years of industry experience. His career includes roles at Fulton Financial Advisors and RPM Advisory Services at the Bay. Outside of finance, he has worked as a wine consultant and sommelier for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, using tailored non-discretionary planning supported by analytical modeling and technology tools.

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

Heather S

Series 66

Chesapeake, VA

Edward Jones

Heather Stouder is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked for M & M Hospitality Group for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a broad nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Wealth management General retirement planning Founder/Business Owner
user avatar
firm logo

Christopher R

Series 63, Series 65

Virginia Beach, VA

Morgan Stanley

Christopher Russi is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1996. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar
firm logo

Peter H

ChFC®, Series 63, Series 65

Virginia Beach, VA

Cetera

Peter Henry is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He has worked with firms including Select Brokers, LLC and Securian Financial Services, Inc, and operates The Henry Financial Group LLC and Virginia Asset Management. He is also involved in fixed insurance sales as an agent. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

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

John R

Series 66

Norfolk, VA

Edward Jones

John Rhoades is a financial advisor with Edward Jones in Norfolk, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhoades owns and operates Rocky's Culture Co., a Virginia Beach-based art and concept design business specializing in creative design consulting, mural artwork, and event coordination. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices, and provides additional affiliated capabilities including trust services and securities-based lending.

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

Joshua H

CFA®, Series 66, Series 63, Series 65

Virginia Beach, VA

Raymond James & Associates

Joshua Haggerty is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the CFA® designation along with Series 66, 63, and 65 licenses. Prior to joining Raymond James in 2023, he worked for Truist Financial for 18 years and Vantage Consulting Group Inc for 5 years. Outside of his advisory work, he serves as a board member for two youth soccer organizations in Virginia Beach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles supported by affiliated research and model manager options.

General retirement planning Retirement income strategy Business succession planning 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")