Direct booking
Book time directly with this advisor, no back-and-forth required
6 advisors near 18801
Out of 400,000+ nationwide
William L
CFP®, Series 63, Series 65
Montrose, PA
Commonwealth Financial Network
William Lewis is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Sterling Wealth Management, Inc. He has been with Sterling Wealth Management and Commonwealth Financial Network since 2009. Lewis also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
Matthew L
Series 66
Montrose, PA
Commonwealth Financial Network
Matthew Lewis is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and has worked previously at Sterling Wealth Management and NBT Bank. Lewis also engages in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
Raymond S
Series 63, Series 65
Hallstead, PA
LPL Financial
Raymond Saravitz is a financial advisor with LPL Financial based in Susquehanna, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial and Peoples Security Bank & Trust since 2016, serving as a financial advisor and engaging in referral activities within the trust subsidiary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
John N
Series 63, Series 66
Little Meadows, PA
LPL Financial
John Nolt is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at M&T Bank and M&T Securities since 2005. Nolt has been with LPL Financial since 2021. 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 various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.
Michael M
Series 66
Montrose, PA
Edward Jones
Michael Myers is a financial advisor at Edward Jones in Montrose, PA, holding a Series 66 designation with 10 years of industry experience. He has worked at Edward Jones since 2015 and serves concurrently in the United States Marine Corps Reserve since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.
Jill S
Series 63, Series 65
Kingsley, PA
LPL Financial
Jill Singer is a financial advisor with LPL Financial in Hallstead, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at NBT Bank and LPL since 2015. Outside of her advisory role, she is involved in her family business as a bookkeeper and breeds Golden Retrievers. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
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.
6 advisors near 18801
Out of 400,000+ nationwide