Palm Beach, FL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

Palm Beach FL

Advisors at this office

4

Advisors at this office

user avatar

Scott W

CFP®, Series 63

Palm Beach, FL

LPL Financial

Scott Weaver Sr. is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with LPL Financial since 2025, following an 18-year tenure at Next Financial Group Inc. in Palm Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services with both discretionary and non-discretionary management, supported by in-house and third-party research.

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

Stuart K

Series 63

Palm Beach, FL

LPL Financial

Stuart Kahn is a financial advisor at LPL Financial with 41 years of industry experience and holds a Series 63 designation. He has been with LPL Financial since 2004. Outside of advisory services, he is involved as an independent insurance agent selling group medical, dental, vision, disability, term, and whole life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and various portfolio management tools.

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

Gregg S

CFP®, Series 63, Series 66

Palm Beach, FL

LPL Financial

Gregg Sessa is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Palm Beach, FL. He previously spent 22 years at GVS Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. 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

Peter S

Series 63, Series 65

Palm Beach, FL

LPL Financial

Peter Sullivan is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has previously worked with CUNA Brokerage Services and Cuna Mutual Group since 2015. His other business activities include a role related to executive benefits with CUNA Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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")