user avatar

Ryan F Brandon

Advisor at LPL Enterprise — Johnstown, PA Main Street

Updated today

Credentials

Series 63, Series 66

Experience

16 years

Location

Johnstown, PA 15901

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 863 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Ryan Brandon is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, and New York Life among others. He is also involved with Health Insurance Place, a related business activity outside of his advisory work. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust and lending services.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

Tax-loss harvesting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

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

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Johnstown, PA Main Street

239 Main Street, Suite 100

Johnstown PA 15901

Advisors at this office

1

Most active in

Pennsylvania

Work history

16 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Canonsburg, PA

The Prudential Insurance Company of America

2023 - Present • 3 years

Canonsburg, PA

Pruco Securities, LLC

2023 - 2024 • 1 year

Canonsburg, PA

Rfb Financial Strategies

2019 - Present • 7 years

Johnstown, PA

Eagle Strategies (NY Life)

2018 - 2023 • 5 years

Johnstown, PA

NYLIFE Securities LLc

2017 - 2023 • 6 years

Pittsburgh, PA

New York Life Insurance Company

2016 - 2023 • 7 years

Pittsburgh, PA

PNC investments

2014 - 2016 • 2 years

Somerset, PA

PNC Wealth Management

2013 - 2016 • 3 years

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

David B

Series 65

Johnstown, PA

Blue Horizon Wealth Management, LLC

David Bonski is a financial advisor at Blue Horizon Wealth Management, LLC in Johnstown, PA, holding a Series 65 designation with 13 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and it offers fee-only, hourly advisory services without discretionary trading authority or custody of client assets.

Wealth management
user avatar

Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor at Aspire Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. Additionally, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a state-registered adviser with three advisors managing approximately $41.2 million across about 209 accounts. The firm serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, focusing on individualized asset allocation emphasizing value, safety, quality, and risk control through a primarily non-discretionary portfolio management approach.

General retirement planning Cash flow / budgeting Wealth management
user avatar

William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

William Mulhearn is a financial advisor at Aspire Financial, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. In addition to his advisory role, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, providing primarily non-discretionary portfolio management with client approval required for trades.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Patrick Long is a financial advisor at Aspire Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Aspire Financial since 2011. In addition to his advisory role, he owns and operates Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm focuses on individualized asset allocation emphasizing value, safety, quality, and risk control, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Paul C

PFS™, Series 63

Johnstown, PA

Atlas Private Wealth Advisors

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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”)