Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

90 advisors near
22657

Out of 400,000+ nationwide

user avatar
firm logo

Myles M

Series 63, Series 65

Winchester, VA

LPL Financial

Myles Mcpartland is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Courtney M

Series 66

Winchester, VA

Morgan Stanley

Courtney Meadows is a financial advisor at Morgan Stanley with seven years of experience at the firm. Prior to joining Morgan Stanley, she worked at Lost River Brewing Company and Capon Springs & Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Michael C

ChFC®, Series 63, Series 66

Winchester, VA

Edward Jones

Michael Cesnik is a financial advisor with Edward Jones in Winchester, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which has been with Edward Jones since 2005. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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

Lacey S

CFP®, ChFC®, Series 66

Woodstock, VA

Edward Jones

Lacey Snarr is a financial advisor at Edward Jones in Woodstock, VA, holding the CFP®, ChFC®, and Series 66 designations with seven years of industry experience, all spent at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Hannah S

Series 65, Series 63

Winchester, VA

Edward Jones

Hannah Snapp is a financial advisor at Edward Jones with securities industry credentials including Series 65 and Series 63 licenses and one year of experience. Her prior work includes positions at Hartford Funds, Rehau, and Belk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
firm logo

Bryon B

CFP®, Series 66

Front Royal, VA

Edward Jones

Bryon Biggs is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Front Royal, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Michael O

Series 66

Winchester, VA

Edward Jones

Michael O'Dell is a financial advisor at Edward Jones in Winchester, VA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Royal Broadcasting, Inc., a radio station in Front Royal, VA, where he has an ownership stake and provides limited commercial production and sales training. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

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

Caroline H

Series 63, Series 66

Woodstock, VA

Fidelity

Carol Huber is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Carol served as a Wealth Management Advisor at TIAA from 2018 to 2022 and as a Relationship Manager at TIAA from 2015 to 2018. Carol focuses on conducting holistic reviews of clients' financial and personal situations to prepare them for retirement and the aging process. She emphasizes the importance of updating these reviews annually or after significant life changes. Her approach involves educating clients using real-life examples and clear language to help them understand factors that may affect their lifestyle and comfort throughout various stages of life.

General retirement planning Wealth management
firm logo

Amy S

Series 66

Front Royal, VA

Edward Jones

Amy Straightiff is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Rockingham Insurance for six years and has had two separate tenures with Edward Jones totaling seven years. Outside of her financial advisory work, she serves as a school bus driver for Frederick County Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Corey S

CFP®, Series 66

Stephens City, VA

Edward Jones

Corey Seymour is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked for six years at the National Church Group Insurance Agency. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer 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")