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
Series 63, Series 65
Experience Industry experience
44 years
Location
Cranberry Twp, PA
Equitable Advisors
Institution
Warren Mathe is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the Parish Pastoral Council at St Ferdinand Catholic Church in Rochester, NY, and acts as co-trustee for the Thomas J Duddy Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Cranberry Twp, PA
Cranberry Twp PA
Advisors at this office
1
Pennsylvania · Texas
44 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
Axa Advisors, Llc
1999 - 2020 • 21 years
New York, NY
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Tionesta, PA
Magness Wealth Management
Mariah Magness is the sole advisor at Magness Wealth Management in Tionesta, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding her firm, she worked with United Planners Financial Service, OneAmerica Securities, and American United Life. Outside of financial advising, she sells a money tracker template on Etsy. Magness Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary portfolio management using a combination of active and passive strategies, focusing on asset allocation and modern portfolio theory principles.
CFP®, ChFC®
Cranberry Twp, PA
Compound Planning, Inc.
Patrick Scherer is a CFP® and ChFC® with six years of experience in financial advising. He currently works at Compound Planning, Inc. and has held prior roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing a range of strategies including low-cost ETFs, direct indexing, and alternatives.
Series 66
Franklin, PA
IP Financial Advisory Services LLC
Brian Kurtich is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Innovation Partners LLC, Silver Oak Securities, The O.N. Equity Sales Company, and Lee Snyder Financial. Outside of advisory services, he is involved in real estate sales through 1st Rate Realty LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and consulting. The firm offers a range of services including managed account programs, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.
Series 63, Series 65
Oil City, PA
&PARTNERS
Stephen Uzonyi is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Raymond James & Associates for three years and at Pioneer Funds Distributor, Inc. for eleven years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services using a variety of investment strategies and platforms, including fundamental, technical, and quantitative analysis, as well as alternative and proprietary products.
Series 63, Series 65
Oil City, PA
Janney Montgomery Scott
Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.
Series 66
Seneca, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.
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