user avatar

John Paul Fazzini

Advisor at Madison Avenue Securities, LLC — Mountaintop, PA

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Mountaintop, PA 18707

Madison Avenue Securities, LLC logo

Madison Avenue Securities, LLC

Multi-team

Total advisors

93

Across 46 offices

Clients per advisor

151 Very High

Avg AUM per client

$142,909 Very Low

HNW client ratio

4% Very Low

About

John Fazzini is a CFP® with eight years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2017. Prior to this, he worked at King's College from 2014 to 2017. He is also president of John P Fazzini & Associates LLC, where he is involved in the sale of insurance and fixed indexed annuities. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

Client services

Based on Madison Avenue Securities, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Madison Avenue Securities, LLC

Annuities College savings (529s, UTMA, etc.)

Occupation focus

Based on Madison Avenue Securities, LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.

Commissions

Commissions received on sales of securities products; commissions vary and are separate from advisory fees.

Project-based

Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.

Other

Account minimum: $10,000

Location

See office

Mountaintop, PA

112 N Mountain Blvd., Suite 1

Mountaintop PA 18707

Advisors at this office

1

Most active in

Pennsylvania

Work history

9 years of industry experience

Madison Avenue Securities, LLC

2017 - Present • 9 years

San Diego, CA

King's College

2014 - 2017 • 3 years

Wilkes-Barre, 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

Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
user avatar

Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Business sale tax planning Business succession planning
user avatar

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Christopher G

Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at StoneX Advisors Inc. and Stonex Securities Inc., where he worked for over a decade. He is also president of Grudzinski Financial Services, LLC, where he offers life, annuity, and long-term care products when client needs are identified. Park Lane Financial Group LLC provides discretionary asset management, financial planning, and consulting services to individuals and small businesses. The firm employs methods such as fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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”)