Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Garr W
Series 63, Series 65, Series 66
Ephrata, WA
LPL Financial
Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009 and is also the principal of Webb Accountancy Corp., a full-service accounting firm he founded in 1976. Webb is a partner in Evergreen Inn LLC, a 40-unit motel, and in Keder Investments LLC, which owns a commercial office building. 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, model portfolios, third-party asset management, and institutional platforms.
Jeremy I
Series 66
Ephrata, WA
Edward Jones
Jeremy Iverson is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent twelve years at Big Bend Community College. Iverson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Troy P
Series 63, Series 66
Ephrata, WA
LPL Financial
Troy Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he manages a website recognizing Boy Scouts' achievements through MeritBadgeKnot.com and serves as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies.
Bonnie H
Series 63, Series 65, Series 66
Ephrata, WA
Edward Jones
Bonnie Helvey is a financial advisor with Edward Jones in Ephrata, WA. She holds Series 63, 65, and 66 licenses and has 33 years of industry experience, including 27 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.
Emma I
Series 66
Ephrata, WA
Edward Jones
Emma Isaak is a financial advisor at Edward Jones in Ephrata, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Northwestern Mutual, Gonzaga University, and Digital Factory Inc. Isaak is a partner in a general partnership, Isaak Brothers, connected to her husband's primary business but without active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a large nationwide advisor and branch network.
Mark S
Series 66
Ephrata, WA
LPL Financial
Mark Sieverkropp is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at RAP Distributing, LLC, Consolidated Electrical Distributors, and his own enterprises, ML Sieverkropp Enterprises, Inc. and Sieverkropp Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to various portfolio management options.
Robert L
Series 63, Series 66
Ephrata, WA
Edward Jones
Robert Lybbert is a financial advisor with Edward Jones in Ephrata, WA, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jason R
Series 63, Series 66
Ephrata, WA
Edward Jones
Jason Robinson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Key Investment Services LLC, KeyBank NA, Alto Financial Group, and Primerica. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Roger P
Series 63, Series 66
Ephrata, WA
LPL Financial
Roger Pugh is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. Outside of his advisory role, he owns a photography business and serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.
Jeffery S
Series 66
Ephrata, WA
J.P. Morgan Securities
Jeffery Sawyer is a Series 66-registered advisor with J.P. Morgan Securities, based in Ephrata, WA, and has 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and accesses a broad range of products, including security-based swaps and futures.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide