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

Sarah S

Series 66

Harrisonburg, VA

Thrivent Investment Management

Sarah Sunde is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and has been with Thrivent and its related entities since 2022. Prior to her advisory career, she spent sixteen years at James Madison University and took time as a stay-at-home mom. Outside of her advisory role, she serves on the boards of the Harrisonburg Education Foundation and the Shenandoah Valley Children's Choir, and is the treasurer of Muhlenberg Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Steven B

ChFC®, Series 63, Series 66

Harrisonburg, VA

Cetera

Steven Brunk is a financial advisor with Cetera, holding the ChFC® designation and bringing 29 years of industry experience. He has been with Cetera since 2025, following a long tenure at Concourse Financial Group Securities Inc. Brunk also manages his own financial planning and insurance businesses under the LD&B Financial Group and LD&B Insurance Agency brands. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party investment strategies.

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

Judith L

Series 66

Harrisonburg, VA

LPL Enterprise

Judith Leeth is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at LPL Enterprise and previously worked at Ameriprise Financial Services and Ameriprise. Outside of her advisory role, she is an author and a musician in the band Tim & Mandy Music, Revival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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")