Overwhelmed by options?
Answer a few questions to see advisors matched to you.
67 advisors near
25213
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
Charlie D
CFP®, Series 65, Series 63, Series 66
South Charleston, WV
J.P. Morgan Securities
Charlie Da Vee is a CFP® professional with 11 years of industry experience. Currently affiliated with J.P. Morgan Securities, he previously held roles at Starwood Capital LLC and several other financial firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.
Jason G
Series 63, Series 66
Charleston, WV
Edward Jones
Jason Gruse is a financial advisor with Edward Jones in Charleston, WV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Charleston Catholic Middle School. 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, operating under a fiduciary standard and supporting its services with a large network of advisors and branch offices nationwide.
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.
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")
Finding advisors...
67 advisors near
25213
within the area shown on the map
Out of 400,000+ nationwide