Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Coudersport, PA
Brian Green is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bison Advisors, Changepath, John P. Dubots Capital Management, and New York Life. Outside of his advisory work, he serves as president of Big 30 Athletic Corporation. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within model portfolios and offers discretionary account management supported by a documented investment policy and risk profiling process.
Based on Brookstone Wealth Advisors, LLC
Based on Brookstone Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more
Commission-based compensation for insurance and annuity products sold by some associated persons
Up to $350 per hour for financial planning services
Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning
Coudersport, PA
Coudersport PA
Advisors at this office
1
Pennsylvania · Texas
6 years of industry experience
Brookstone Wealth Advisors
2023 - Present • 3 years
Wheaton, IL
Bison Advisors, LLC
2022 - 2023 • 1 year
Hartwell, GA
Changepath, Llc
2021 - 2022 • 1 year
Leawood, KS
John P. Dubots Capital Management, Llc
2020 - 2021 • 1 year
Temecula, CA
Big 30 Athletic Corporation
2019 - Present • 7 years
Coudersport, PA
3 Point Financial Solutions, Sole Proprietor
2018 - Present • 8 years
Coudersport, PA
New York Life
2015 - 2018 • 3 years
Williamsville, NY
Coudersport Area School District
2005 - 2019 • 14 years
Coudersport, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Coudersport, PA
Edward Jones
Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.
Series 63, Series 66
Coudersport, PA
LPL Financial
Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Cetera Investment Advisor LLC and Cetera Investment Services LLC. Howe is also employed by Citizens & Northern Bank and has upcoming roles with Northern Tioga School District and Cummins Cider Mill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to both proprietary and third-party investment strategies.
Series 66
Coudersport, PA
Edward Jones
Ryan Jones is a financial advisor at Edward Jones in Coudersport, PA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
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”)