user avatar

Thomas Virostek

Advisor at Commonwealth Financial Network

Updated today

Location

Portersville, PA 16051

Credentials

CFP®, Series 63, Series 65

Industry experience

36 years

About

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.

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

105 Adams Lane

Portersville, PA 16051

Most active in

Pennsylvania · Texas

Work history

United Plan Consulting, LLC

2016 - Present (10 years)

Commonwealth Financial Network

2009 - Present (17 years)

Q3 Capital, Llc

2009 - Present (17 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

William M

Series 63, Series 65

New Castle, PA

Bill Messner Contrarian Investment Advisory, LLC

William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Cash flow / budgeting Passive / index investing
user avatar

Simonae L

Series 66

New Castle, PA

Storehouse Investments LLC

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Founder/Business Owner
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

Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Kevin P

ChFC®, Series 63

Zelienople, PA

Centauri Advisory Group, Inc.

Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. 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 using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

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

Tyler F

Series 65

Zelienople, PA

Centauri Advisory Group, Inc.

Tyler Falk is a Series 65-registered advisor with Centauri Advisory Group, Inc. in Zelienople, PA, where he has worked since 2014, accumulating nine years of industry experience. Outside of his advisory role, he serves as a JV baseball and basketball coach at Riverside High School and acts as the treasurer for the campaign of Pennsylvania State Senator Elder Vogel Jr. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses, using a conservative-to-moderate investment approach with a core–satellite portfolio structure. The firm integrates tax preparation and insurance services alongside portfolio management and emphasizes risk management and capital preservation.

Income planning General retirement planning Annuities Tax strategies for small businesses
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")