user avatar

Austin Tanner Bush

Advisor at LPL Financial — Carlisle, PA 1166 Walnut Bottom Rd

Updated today

Credentials

Series 66

Experience

4 years

Location

Carlisle, PA 17015

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Austin Bush is a Series 66-licensed financial advisor with LPL Financial, based in Carlisle, PA, and has four years of industry experience. His prior roles include positions at J.P. Morgan Chase & Co. and Deloitte LLC, as well as involvement with Penn State University. He is also associated with Members 1st Credit Union through a related investment services entity. 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 third-party asset management, supported by a large network of investment adviser representatives and a variety of portfolio management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Carlisle, PA 1166 Walnut Bottom Rd

1166 Walnut Bottom Rd

Carlisle PA 17015

Advisors at this office

1

Most active in

Florida · Pennsylvania · Texas

Work history

4 years of industry experience

LPL Financial LLC

2021 - Present • 5 years

Carlisle, PA

Members 1st Credit Union

2021 - Present • 5 years

Carlisle, PA

J.P. Morgan Chase & Co.

2019 - 2021 • 2 years

Newark, DE

Penn State University

2018 - 2018 • 1 year

State College, PA

J.P. Morgan Chase & Co.

2018 - 2018 • 1 year

Newark, DE

Deloitte LLC

2017 - 2017 • 1 year

Camp Hill, PA

LINES Application

2016 - 2017 • 1 year

State College, PA

Nittany Notes

2016 - 2019 • 3 years

State College, PA

Penn State University

2015 - 2019 • 4 years

State College, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
user avatar

Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
user avatar

Huyen N

CFP®, Series 65

Mechanicsburg, PA

Inclusive Wealth Financial Planning LLC

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Thomas H

Series 65

Boiling Springs, PA

Hendrix Financial Planning

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

General retirement planning Roth conversion strategy Social Security optimization General tax planning
user avatar

Lawrence C

Mechanicsburg, PA

Freedom Asset Management Inc.

Lawrence Cohen is the sole advisor at Freedom Asset Management Inc. in Mechanicsburg, PA, with 17 years of industry experience. He has been with Freedom Asset Management since 2011 and is also a licensed insurance agent, selling life, accident, and health insurance as well as fixed annuities through his S-corporation. Freedom Asset Management Inc. provides investment advice and portfolio management primarily to individuals and their families, focusing on principal preservation, diversification, and tailored recommendations based on clients’ risk tolerance and financial goals. The firm operates on a non-discretionary basis and incorporates guaranteed insurance products into client solutions when appropriate.

Wealth management
user avatar

Allison K

ChFC®, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allison Kramer is a Chartered Financial Consultant (ChFC®) with five years of experience in the financial industry. She is currently with Seaside Wealth Advisors LLC and has worked previously at Northwestern Mutual Wealth Management and other firms. Outside of finance, she competes professionally as an IFBB Pro League bodybuilder and coaches online fitness programs. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients and small business owners, with an investment approach guided by Modern Portfolio Theory and active portfolio management. The firm is notable for its involvement in private real estate lending and due-diligence consulting on privately placed investments.

Active portfolio management Real estate investing
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”)