user avatar

Ryan Phillip Moore

Advisor at Transamerica Retirement Advisors, LLC — Bechtelsville, PA

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Bechtelsville, PA

Transamerica Retirement Advisors, LLC logo

Transamerica Retirement Advisors, LLC

Enterprise

Total advisors

306

Across 249 offices

Clients per advisor

697 Very High

Avg AUM per client

$82,021 Very Low

HNW client ratio

0% Very Low

About

Ryan Moore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes 15 years at Lincoln National Life and 14 years at Lincoln Financial Advisors Corporation prior to joining Transamerica in 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education through various programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily offers non-discretionary advice without targeting high-net-worth or corporate clients.

Client services

Based on Transamerica Retirement Advisors, LLC

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Transamerica Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

Up to 0.45% annually

Location

See office

Bechtelsville, PA

Bechtelsville PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

25 years of industry experience

Transamerica Life Insurance Company

2025 - Present • 1 year

Bechtelsville, PA

Transamerica Investors Securities, LLC

2025 - Present • 1 year

Bechtelsville, PA

Unemployed

2025 - 2025 • 1 year

Bechtelsville, PA

Lincoln Financial Distributors, Inc.

2024 - 2025 • 1 year

Boyertown, PA

Lincoln Financial Advisors Corporation

2010 - 2024 • 14 years

Boyertown, PA

Lincoln National Life

2010 - 2025 • 15 years

Radnor, 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

Edward K

Series 66

Emmaus, PA

Elk Capital Advisors, LLC

Edward Komito is a financial advisor with Elk Capital Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has led Elk Capital Advisors since 2011 and has also served as president of ELK Financial Investments since 2004. Outside of financial advising, Komito owns Elk Capital Expeditors, LLC, a logistics and expediting business. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored portfolio management on a discretionary or non-discretionary basis, with investment strategies ranging from long-term holdings to frequent trading across a variety of securities. Elk Capital Advisors also provides pension consulting for 401(k) plans, advising plan sponsors on service provider selection and investment options.

Active portfolio management Options & derivatives strategies
user avatar

Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Wealth management
user avatar

Adam S

Series 65

Pottstown, PA

ACS Tax & Financial Advisors PC

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

General retirement planning Social Security optimization Charitable giving & philanthropy Tax-loss harvesting Business ownership considerations Retired
user avatar

William M

Series 63, Series 65

Pottstown, PA

First Financial Security, LLC

William Mccartin is a financial advisor with First Financial Security, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with MML Investors Services, Inc. since 1995. First Financial Security, LLC is a state-registered independent investment adviser serving individual clients with approximately $9.6 million in non-discretionary assets across 27 accounts. The firm employs both fundamental and technical analysis to implement long-term, short-term, and trading strategies, managing accounts primarily on a non-discretionary basis and offering individualized portfolio management alongside limited securities advice and special consultation engagements.

Active portfolio management

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
user avatar

Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

General retirement planning Active portfolio management
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")