user avatar

Ryan Stalker

Advisor at OSAIC — Newtown, PA S. State Street

Updated today

Credentials

Series 65, Series 63

Experience

< 1 year

Location

Newtown, PA 18940

OSAIC logo

OSAIC

Institution

Total advisors

7,856

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Ryan Stalker is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses. He has been with OSAIC and Stalker & Associates Inc. since 2026 and has prior work experience in both education and private sector roles. He is also involved with D.C. Jefferson Landscape, LLC. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management across a range of investment products.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Newtown, PA S. State Street

401 S. State Street

Newtown PA 18940

Advisors at this office

1

Most active in

Pennsylvania

Work history

< 1 year of industry experience

OSAIC

2026 - Present • 1 year

Newtown, PA

Stalker & Associates Inc.

2026 - Present • 1 year

Newtown, PA

West Chester University

2023 - 2024 • 1 year

West Chester, PA

Bucks County Community College

2022 - 2023 • 1 year

Newtown, PA

United Parcel Service, Inc.

2022 - 2022 • 1 year

Atlanta, GA

D.C. Jefferson Landscape, LLC

2021 - Present • 5 years

New Hope, PA

United Parcel Service, Inc.

2020 - 2020 • 1 year

Atlanta, GA

Tanner Brothers @Sons, Inc.

2020 - 2020 • 1 year

Ivyland, PA

UNC Asheville

2019 - 2021 • 2 years

Asheville, NC

The Old Stone Church, Inc.

2017 - 2018 • 1 year

Philadelphia, PA

Council Rock High School North

2016 - 2019 • 3 years

Newtown, 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 C

Series 66

Bensalem, PA

Conroy Capital LLC

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Private / alternative investments Active portfolio management Wealth management
user avatar

Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner
user avatar

Gerald L

Huntingdon Valley, PA

GBL Asset Management, Inc.

Gerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.

Passive / index investing Income planning Retirement income strategy
user avatar

Ali M

Series 65

Yardley, PA

Taxio

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

Tax-loss harvesting Wealth management General tax planning Retirement income strategy Social Security optimization
user avatar

Shandon G

Series 66

Abington, PA

Arca Archa, LLC

Shandon Gelbaugh is the sole advisor at Arca Archa, LLC, an independent firm based in Abington, PA. He holds a Series 66 designation and has 21 years of industry experience, including time at Cetera Wealth Services and leading Arca Archa since 2008. Arca Archa serves individuals, high-net-worth clients, and business entities across approximately 41 client relationships, focusing on non-discretionary portfolio management and financial planning. The firm’s investment approach integrates charting, technical, fundamental, and cyclical analysis, with monthly portfolio reviews conducted by Mr. Gelbaugh.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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”)