user avatar

Kevin Flick

Advisor at Commonwealth Financial Network

Updated today

Location

Beaver Falls, PA 15010

Credentials

CFP®, ChFC®, Series 63, Series 66

Industry experience

24 years

About

Kevin Flick is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Metropolitan Life Insurance and MetLife Securities from 2006 to 2016. Outside of advising, he teaches a personal finance course at Geneva College and serves as treasurer for a local political campaign. Commonwealth Financial Network serves a national network of advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and investment management services.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

2674 Darlington Road

Beaver Falls, PA 15010

Most active in

Pennsylvania · Texas

Work history

Commonwealth Financial Network

2016 - Present (10 years)

Metropolitan Life Insurance

2006 - 2016 (10 years)

METLIFE SECURITIES Inc

2006 - 2016 (10 years)

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

Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
user avatar

Trevor Y

CFP®, ChFC®, Series 66

Beaver, PA

River's Edge

Trevor York is a CFP®, ChFC®, and Series 66-licensed advisor with eight years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at Ewa, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he has experience with the Reformed Presbyterian Church. River’s Edge Wealth Management is a team of four advisors serving individuals, high-net-worth clients, physicians, and owners of closely held businesses. The firm focuses on evidence-based, goal-driven asset allocation with an emphasis on tax efficiency, cost control, and long-term risk management.

Tax-loss harvesting Roth conversion strategy General retirement planning Retirement income strategy Wealth management Founder/Business Owner Mid-Career Professionals
user avatar

Stuart S

CFA®, Series 63, Series 65

Warrendale, PA

Defiant Capital Group

Stuart Strasner is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Defiant Capital Group. He has worked at Five Nations Capital LLC since 2020 and has been with PNC Financial Services since 2004. Defiant Capital Group provides investment advisory, financial planning, and family office services to high-net-worth individuals, families, foundations, and institutional clients. The firm employs an open-architecture investment approach that combines external manager allocations with selective individual security selection, utilizing both quantitative and qualitative analysis across passive and active strategies.

Private / alternative investments Options & derivatives strategies Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Jacob M

CFP®, Series 66

Beaver, PA

River's Edge

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

Tax-loss harvesting Roth conversion strategy General retirement planning Retirement income strategy Wealth management Founder/Business Owner Mid-Career Professionals
user avatar

Garrett B

Series 66

Zelienople, PA

Centauri Advisory Group, Inc.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Income planning General retirement planning Annuities Tax strategies for small businesses
user avatar

Jake M

CFP®, Series 66

Beaver, PA

River's Edge

Jake Mccracken is a CFP® with 13 years of experience in financial advisory roles. He has worked at River's Edge Wealth Management since 2021 and previously held positions at EWA, LLC and Northwestern Mutual, including roles in wealth management and investment management. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses with discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm employs an evidence-based, goal-driven investment approach that emphasizes tax efficiency, cost control, and long-term risk management.

Tax-loss harvesting Roth conversion strategy General retirement planning Retirement income strategy Wealth management Founder/Business Owner Mid-Career Professionals
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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")