Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
25 years
Location
Warren, PA 16365
Eagle Strategies (NY Life)
Enterprise
Scott Olewine is a financial advisor with Eagle Strategies (NY Life) based in Warren, PA. He holds the ChFC® designation and Series 63 license and has 25 years of industry experience. Prior to joining Eagle Strategies in 2014, he founded Olewine Financial Group, which continues to operate alongside his advisory role. Olewine also serves as a board member of Northern Pennsylvania Regional College. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Warren, PA
113 Pennsylvania Avenue West
Warren PA 16365
Advisors at this office
1
Pennsylvania · Texas
25 years of industry experience
Eagle Strategies (NY Life)
2014 - Present • 12 years
Warren, PA
Olewine Financial Group, LLC d/b/a Olewine Financial Group
2013 - Present • 13 years
Warren, PA
New York Life insurance Company
2001 - Present • 25 years
Johnstown, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
Warren, PA
Aviso Wealth Management
John Palmieri is a financial advisor at Aviso Wealth Management with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at PNC Wealth Management, Gladstone Wealth Partners, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship selling fixed annuities, Medicare products, and property coverage, and also manages an eBay business. Aviso Wealth Management provides financial planning, portfolio management, pension consulting, and other services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, utilizing a range of analytical strategies and offering both discretionary and non-discretionary account management.
CFP®, Series 63, Series 65
Warren, PA
OneSeven
Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.
ChFC®, Series 65
Warren, PA
Carson Wealth
Erinn Sveda is a financial advisor with Carson Wealth and holds the ChFC® designation along with a Series 65 license. She has two years of industry experience, including prior roles at Lions Gate Wealth Management and ongoing involvement with Watson Memorial Home, a personal care home where she assists part-time in training the new administrator. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee that develops and monitors model portfolios and provides tailored investment solutions.
Series 66
Warren, PA
&PARTNERS
Kevin Ignatius is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, he is involved in music composition and film production, with ownership interests in multiple related ventures in California and Pennsylvania. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of analytical strategies and both proprietary and third-party investment solutions.
CFP®, ChFC®, Series 66
Warren, PA
Carson Wealth
Lori Daff Siggins is a CFP®, ChFC®, and Series 66-licensed advisor with 24 years of industry experience. She is currently with Carson Wealth and has held prior roles at Lions Gate Wealth Management, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Advest, and Merrill. Outside of her advisory work, she serves as a Legacy Team Committee Member at Peace Presbyterian Church and is a co-owner of MusicTime Productions, LLC, an educational curriculum business. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct model portfolios, with access to customized indexing, alternative investments, and third-party sub-advisors.
Series 65
Warren, PA
Carson Wealth
Jacob Harty is a financial advisor at Carson Wealth with a Series 65 designation. He has recent experience at Lions Gate Wealth Management and various educational and business roles dating back to 2016. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, supported by a dedicated Investment Committee and partnerships with custodians and technology providers.
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.
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”)