Direct booking
Book time directly with this advisor, no back-and-forth required
13 advisors near 15530
Out of 400,000+ nationwide
Albert G
Series 66
Somerset, PA
Capital Analysts
Albert Gaiardo is a financial advisor with Capital Analysts and holds the Series 66 designation. He has three years of industry experience and has been affiliated with both Capital Analysts and Lincoln Investment since 2022. Outside of his advisory roles, he has been involved with the Ligonier Valley School District since 1996. Capital Analysts serves a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and other institutional clients. The firm manages approximately $8.9 billion in advisory assets and employs a quantitative investment process supported by an in-house research team, offering a range of portfolio options with varying levels of discretionary authority.
Stephanie C
Series 66
Somerset, PA
PNC Wealth Management
Stephanie Conde is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments, LLC since 2016. Outside of her advisory role, she is a partner in Divorce Squad, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and an emphasis on algorithm-driven risk assessment.
Dennis H
Series 63, Series 65
Somerset, PA
PNC Wealth Management
Dennis Hunt is a financial advisor at PNC Wealth Management with 36 years of industry experience. He has held his current position since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.
Claude R
Series 63, Series 65
Somerset, PA
Commonwealth Financial Network
Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. 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 along with operational, trading, technology, investment management, compliance, and practice-management support.
Emily R
Series 63, Series 66
Somerset, PA
LPL Financial
Emily Raupach is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Janney Montgomery Scott, LLC and Osaic Institutions, Inc. Raupach is also affiliated with Somerset Trust Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Aaron B
Series 66
Berlin, PA
LPL Financial
Aaron Benford is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Joshua B
Series 66
Somerset, PA
LPL Financial
Joshua Barron is a financial advisor with LPL Financial in Somerset, PA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of advising, he serves as a board member of the Somerset Country Club and has a side business as a Beach Body coach. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
William S
CFP®, Series 66
Somerset, PA
LPL Financial
William Stoy is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2007. He holds a Series 66 license and operates out of Somerset, PA. Stoy also conducts financial planning under the DBA Boyer Financial Planning. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.
Laraine S
Series 63
Fairhope, PA
Wells Fargo Clearing
Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
David T
Series 66
Somerset, PA
Edward Jones
David Turkovich Sr. is a financial advisor with Edward Jones in Somerset, PA, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.
Matthew S
Series 66
Somerset, PA
LPL Financial
Matthew Stahl is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Somerset Trust Company, J. Alden Associates, MPB Wealth Management, Mid Penn Bank, Cetera, and FNB Wealth Management. Outside of advising, Stahl serves on the board of the Stahl Mennonite Cemetery, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.
Scott F
Series 66
Somerset, PA
Cetera
Scott Fisher is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He previously worked with Avantax entities for over 15 years before joining Cetera. Outside of his advisory role, he provides tax preparation and accounting services for individuals, businesses, and trusts. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a comprehensive advisory platform.
Tanner D
Series 66
Somerset, PA
Cetera
Tanner Dick is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2022. Prior to this, he was employed at StretchPak, Inc., Laurel Auto Group, and served in the Pennsylvania Army National Guard. He also receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.
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.
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")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
13 advisors near 15530
Out of 400,000+ nationwide