Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

68 advisors near
26101

Out of 400,000+ nationwide

user avatar
firm logo

Dalton A

Series 66

Parkersburg, WV

Equitable Advisors

Dalton Adams is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and the Bureau of Fiscal Service. He also worked at Marshall University before entering the financial services industry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Stuart G

Series 63, Series 65

Parkersburg, WV

Raymond James Financial

Stuart Goldsberry is a financial advisor with Raymond James Financial in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2005 and is also the owner of Goldsberry Wealth Strategies, LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pensions, corporations, charities, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains unique affiliations to support municipal finance and SIMPLE IRA advisory services.

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

Lauryn S

Series 65, Series 63

Parkersburg, WV

Raymond James Financial

Lauryn Simpson is a financial advisor at Raymond James Financial with Series 65 and Series 63 designations and one year of industry experience. Her background includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. She also operates Hall Financial Advisors, a non-investment-related support company in Parkersburg, WV. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes tailored, non-discretionary planning using analytical and modeling tools to support client goals.

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

Brett B

Series 63

Parkersburg, WV

Raymond James Financial

Brett Bronski is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019, following 17 years at Wells Fargo Advisors. He is also an officer and vice president at Hall Financial Advisors, LLC, which he has been involved with since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations that enhance its public finance and retirement plan offerings.

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

Melissa B

Series 66

Vienna, WV

Raymond James Financial

Melissa Blankenship is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and having 10 years of industry experience. Her prior work includes roles at Morgan Stanley and United Brokerage Services, Inc. She is also employed as an associate and client service associate at Peoples Bank and Peoples Investment Services in Vienna, WV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal and public finance advisory services.

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

Brian M

Series 66

Parkersburg, WV

Equitable Advisors

Brian Morgan is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions outside of finance in retail and nutrition services, as well as time spent at St. Vincent Hospital Food and Nutrition and Grove City Market. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Zachary D

Series 65, Series 63

Vienna, WV

Edward Jones

Zachary Duncan is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Marc D

Series 63, Series 65

Parkersburg, WV

LPL Financial

Marc Decicco is a financial advisor with LPL Financial based in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 11 years prior to joining LPL Financial in 2020. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by 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
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")