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

Rickey T

Series 63, Series 65

Morgantown, WV

LPL Financial

Rickey Thomas II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors, Cambridge Investment Research Advisors, and Metlife Securities Inc. He serves as a board member for GanaPay LLC, a for-profit entity based in St. Augustine, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by advanced operational tools, serving over 22,800 advisors and managing more than $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

Brett C

Series 65, Series 66

Morgantown, WV

LPL Financial

Brett Clark is a financial advisor with LPL Financial in Morgantown, WV, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Guggenheim Investments. He is also involved in a separate business entity for tax and investment purposes called Theodore Rex Management. LPL Financial is a national broker-dealer and registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and portfolio programs supported by research and technology tools, serving over 22,800 advisors and managing more than $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

Joshua S

Series 66

Morgantown, WV

LPL Financial

Joshua Sowards is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Advisors, and as owner of Perfection Outdoors, LLC. 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 and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

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

Jason K

Series 63, Series 65

Morgantown, WV

Cambridge Investment Research Advisors

Jason Kundis is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities and PRUCO Securities, LLC. Outside of his advisory role, Kundis is president and owner of Kundis Consulting, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Travis M

Series 66

Morgantown, WV

LPL Financial

Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, WVU Medicine, M&S Consulting, and Accenture Federal Services. Outside of his advisory role, he is involved with Mx4 Management LLC, a business entity for tax and investment purposes. 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 and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

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

John F

Series 63, Series 65

Morgantown, WV

LPL Enterprise

John Faith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and was with Pruco Securities, LLC for 31 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
user avatar
firm logo

Zackary N

Series 66

Morgantown, WV

Equitable Advisors

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 credential. He has no prior industry experience in financial advising but has worked in hospitality and as a self-employed individual. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives 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

Jordan B

Series 66

Morgantown, WV

Wells Fargo Advisors

Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)